Inbox+ is Optix’s centralized communication hub designed for coworking space operators. It brings together member conversations, internal admin collaboration, and automated messaging into a single Inbox inside your Optix dashboard.
Inbox+ helps reduce scattered communication, improve response times, and keep conversations organized as your community grows.
Using Inbox+ helps you:
Centralize communication: Manage member messages, internal admin conversations, and notifications in one place
Improve team collaboration: Use threads, internal notes, and @mentions to coordinate internally without losing context
Enhance the member experience: Respond faster, keep conversations organized, and provide clearer communication
Scale communication efficiently: Use group conversations and Automations to handle higher message volume without manual effort
How Inbox+ works
How Inbox+ works
Inbox+ is built directly into Optix and replaces fragmented messaging workflows with a single Inbox.
With Inbox+, you can:
Communicate with members and admins in one place
Organize conversations using threads
Collaborate internally without exposing internal notes to members
Automate messages and group enrollment using Automations
Inbox+ works alongside existing Optix features like Users, Invoices, Plans, and Resources to keep conversations contextual and actionable.
What features are included in Inbox+?
What features are included in Inbox+?
Inbox+ includes several features.
Those are Inbox+ features, which are currently in Open Beta. Please note that this feature is in active development and functionality or specific directions outlined in this FAQ may change.
Thread
Reply directly to specific messages to keep conversations focused and easy to follow. Learn how to create and manage threads in Inbox+.
@Mentions
Tag teammates in conversations to bring them into context and ensure the right people are notified.
Group conversations
Create shared conversations for:
Internal admin teams
Member groups
Topic-based discussions
Support Chat
Automatically created group conversations between a member and all space admins, ensuring no member inquiry is missed.
Internal admin notes
Add private notes to users or conversations that are visible only to admins, helping your team collaborate without sharing internal context with members.
File and attachment sharing
Share photos, files, and Optix-specific attachments such as:
Plans
Invoices
Resources
Templates
Inbox Automations
Inbox+ introduces new Automation actions that allow you to:
Send messages to group conversations
Automatically add users to group conversations
Tasks
Create tasks directly from Inbox conversations to follow up on member requests or internal action items.
How to send an image or a document to my users in the Inbox?
How to send an image or a document to my users in the Inbox?
To send an image or document to your users through Inbox in Optix.
Navigate to the chat of your interest in the Inbox Plus section.
Click on the blue (+) icon OR drag and drop the document into the chat
Send the message and the file will be shared directly with the user.
How to create an Automation from a message in the Inbox?
How to create an Automation from a message in the Inbox?
To trigger an automation from a message in Inbox+:
Navigate to the Inbox section
Navigate to the message you want to use as a trigger for your Automation
Hover over the message and click the Lightning icon
Select the automation you want to trigger
Click Enroll now to enroll the user into the Automation
Note: You can only trigger manual Automations from a message in your Inbox. Automated or scheduled workflows cannot be triggered this way.
How to create a task from my Inbox?
How to create a task from my Inbox?
To create a task from a message in the inbox:
Navigate to the Inbox section
Navigate to the message you want to convert into a task.
Hover over the message and click the Task icon
Enter the task details, such as the title, description, and due date.
Save the task to add it to your task list.
Note: Once a task is created, you can edit or delete it from the task page. Click here to learn more about how you can manage tasks.
How can users contact our admin team via the mobile app?
How can users contact our admin team via the mobile app?
In the mobile app, users can reach out to your team for support via the Contact admin message button located at the bottom of the home tab and the more tab, or via the messaging icon in the top right hand corner of the app.
When a user reaches out via this button, it starts a new group Support Chat message with that user. The Support Chat is a great place for your team of admins to collaborate in supporting your users, share notes about a user's questions, or jump in when your primary location contact may be on holiday!
Your location's primary contact will always be the default admin to receive messages sent via the Contact admin message button. This admin is managed in your Settings > Organization settings > Location.
Other admins can also be added as "Additional contacts", and they will be participants in the Support Chat as well as receive notifications when users send messages through the ‘Contact Admin’ function.
All admins also have the ability to see and join a user's Support Chat via the user's account panel. Under the Inbox section on the account panel, you will always find the user's Support Chat identified by a blue ring, which all admins have the ability to see and join.
Note: The conversation directly below the Support Chat, with only the user's name, is your Direct Message conversation with the user. No other admins will be able to join this conversation.
If you are not the primary location contact, when you select a user's Support Chat you will be prompted to Join conversation.
FAQs
FAQs
Do I need to enable Inbox+ manually?
No. Inbox+ is automatically available in your Optix dashboard during the beta.
Is Inbox+ replacing the existing messaging system?
Inbox+ enhances and expands the existing messaging experience by adding features like threads, group conversations, and Automations.
Can members use Inbox+?
Yes. Members can participate in direct messages, group conversations, and Support Chat, depending on how your organization uses Inbox+.
Is Inbox+ available on mobile?
Inbox+ is built into the Optix experience and supports both admin and member communication flows.
Can admins collaborate privately without members seeing internal context?
Yes. Internal admin notes are only visible to admins and are never shown to members. This allows teams to collaborate internally without exposing internal discussions.
Can I automate messages or group conversations in Inbox+?
Yes. Inbox+ includes new Automation actions that allow you to:
Send messages to group conversations
Automatically add users to group conversations
Only Manual Enrollment Automations can be triggered directly from a message in the Inbox.
Can I turn Inbox conversations into tasks?
Yes. Admins can create tasks directly from Inbox conversations to track follow-ups or internal action items.
Troubleshooting
Troubleshooting
I don’t see Inbox+ in my dashboard
Confirm you are logged into the Optix admin dashboard
Inbox+ is automatically enabled during the beta; no manual activation is required
Refresh the dashboard or log out and back in if needed
Conversations feel cluttered or hard to follow
Use threads to reply to specific messages
Separate discussions using group conversations
Add internal admin notes instead of sending internal messages in the main thread
A teammate isn’t notified about a message
Use @mentions to explicitly notify teammates
Confirm the teammate has notifications enabled for Inbox activity
Members can see messages they shouldn’t
Review whether the message was sent as an internal admin note or a regular message
Check whether the conversation is a group conversation that members are allowed to join
I can’t trigger an Automation from a message
Confirm the Automation uses a Manual Enrollment Trigger
Automated or scheduled Automations cannot be triggered from Inbox messages
Ensure the Automation is active and not paused
Files or attachments didn’t send
Confirm the file type is supported
Try dragging and dropping the file directly into the conversation
Refresh the Inbox and retry sending the message
Tasks created from Inbox aren’t visible
Confirm you have permission to view Tasks
Refresh the dashboard after creating the task
Check that the task was successfully created from the message menu
Inbox behavior changes during beta
Inbox+ is currently in Open Beta and under active development. Features, behavior, or instructions may change over time.