Settings

Manage your profile and account settings

Extension setup

Customize the extension for

Choose what you want these settings to be for. This affects where they are saved when you click Save.

Company

Mailbox

Team or shared mailbox

Currently editing company defaults.

The primary metric controls the headline number users should see first whenever they open the extension. This setup applies across your company.

Choose the primary metric, then drag it to the top of the live preview.

1. Choose the primary metric

Drag the metric you want users to focus on to the top of the live preview on the right.

Primary metric selected

You can now continue to to add supporting numbers beneath it.

Saved.

Secondary metrics add supporting context beneath the primary metric in the extension preview.

Choose up to six supporting metrics to add context without taking focus away from the main metric.

1. Choose supporting metrics

Drag the metrics you want to show beneath the primary metric in the live preview.

Supporting metrics

2 secondary metrics are currently selected. We recommend one or two, but you can choose up to six.

Saved.

Priority emails surface conversations in the extension when they are at risk of missing reply-time goals.

Priority emails can be powered by Views, , or both. Views contribute when Extension is enabled on a View, and Smart rules contribute when is enabled.

1. Enable Priority emails

Show Priority emails in the extension

Team members can see which conversations need a reply and how long is left to meet goal.

2. Views that power Priority emails

This table shows only the view-based source for Priority emails.

Saved.

Alerts notify extension mailboxes when conversations are at risk of missing reply-time goals.

Alerts can be powered by Views, , or both. Views trigger alerts when Alerts is enabled on a View, and Smart rules trigger alerts when is enabled.

1. Enable alerts

Send view-based alerts to extension mailboxes

Alert timing and thresholds are controlled by each matching View configuration.

2. Views that power Alerts

This table shows only the view-based source for Alerts.

Saved.

Conversation actions is the live thread panel for the email currently open in Outlook or Gmail.

It shows whether the current thread still needs attention and gives users the actions you allow in , without leaving the inbox. When enabled, it appears across your company.

What this section does

Live status

Shows whether the thread is awaiting a reply, snoozed, assigned, hidden, or closed.

In-context actions

Lets users snooze, assign, close, or hide the current conversation when those controls are enabled.

Extension-aware

The section adapts to Outlook and Gmail, but the same settings decide whether it appears at all.

1. Show Conversation actions

Show the current-thread section in the extension

When enabled, users can see the current thread status and use any allowed actions directly from the inbox.

Conversation actions is on. Available actions there currently follow and include Snooze email, Assign email, Close / reopen conversation, Hide / show conversation.

2. Actions used in this section

Conversation actions only shows actions that are enabled in . Use the next tab to fine-tune what users can do.

Snooze email

Temporarily remove a conversation from attention until a chosen time.

Assign email

Route a conversation to another extension user and keep ownership visible to other users.

Close / reopen conversation

Let users close a conversation when no further reply is needed, then reopen it if work resumes.

Hide / show conversation

Hide conversations from lists and let users show hidden items again when needed.

Saved.

Controls decide which actions users can take anywhere the extension surfaces emails. These settings apply across your company.

These settings keep , , and metric detail screens aligned so the same actions are available everywhere they should be.

Current setup

5 of 5 controls are enabled.

View email, Snooze email, Assign email, Close / reopen conversation, Hide / show conversation

1. Choose available actions

Turn actions on to make them available across the extension. Turn them off to remove them everywhere they would normally appear.

View email

Lets users open the full message from extension lists when they need more context.

Used on email cards in Priority emails, Alerts, and other extension lists.

Snooze email

Temporarily remove a conversation from attention until a chosen time.

Appears on email cards and in Conversation actions when the thread can be snoozed.

Assign email

Route a conversation to another extension user and keep ownership visible to other users.

Also controls whether the Assigned emails tab appears in Priority emails.

Close / reopen conversation

Let users close a conversation when no further reply is needed, then reopen it if work resumes.

Available from list cards and the live thread panel.

Hide / show conversation

Hide conversations from lists and let users show hidden items again when needed.

Affects list management, metric details, and the current-thread panel.

2. Where these controls show up

Email cards use these controls for opening, snoozing, assigning, closing, and hiding conversations.

The live thread panel uses the same settings, so users see only the actions you allow here.

Metric details

Hide and show controls also affect metric drill-downs and whether hidden conversations can be reviewed later.

Saved.

Settings

Extension setup

1. Choose the primary metric

IRT:

IR:

FCRR:

ERR:

CC:

CAR:

CSI:

IC:

OC:

1. Choose supporting metrics

IRT:

Team:

IR:

Team:

FCRR:

Team:

ERR:

Team:

CC:

Team:

CAR:

Team:

CSI:

Team:

IC:

Team:

OC:

Team:

1. Enable Priority emails

2. Views that power Priority emails

1. Enable alerts

2. Views that power Alerts

1. Show Conversation actions

2. Actions used in this section

1. Choose available actions

2. Where these controls show up

Settings

1. Choose the primary metric

IRT:

Chart

IR:

FCRR:

Chart

ERR:

Chart

CC:

CAR:

CSI:

IC:

OC:

1. Choose supporting metrics

IRT:

Team:

IR:

Team:

FCRR:

Team:

ERR:

Team:

CC:

Team:

CAR:

Team:

CSI:

Team:

IC:

Team:

OC:

Team:

1. Enable Priority emails

2. Views that power Priority emails

1. Enable alerts

2. Views that power Alerts

1. Show Conversation actions

2. Actions used in this section

1. Choose available actions

2. Where these controls show up