--- title: Getting Started with the Engage Inbox description: "A hands-on tour of the Engage inbox: the icon rail, sidebar filters, labels, teammates, channels and views, the Chats and Calls tabs, the conversation pane and the patient panel." --- [Skip to content](https://support.pabau.com/en/pabau2/getting-started-with-the-engage-inbox#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en) 3. [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started) # Getting Started with the Engage Inbox ## A hands-on tour of the Engage inbox: the icon rail, sidebar filters, labels, teammates, channels and views, the Chats and Calls tabs, the conversation pane and the patient panel. This article guides you through the Engage inbox - where to find everything on screen and how to take your first steps. Engage brings every conversation your clinic has with clients - text messages, WhatsApp, email, fax, Facebook, Instagram and phone calls - into one place. **Setting Up Engage** The first time you open Engage, you land on a welcome screen rather than the inbox, because your clinic has no channels connected yet. Click **Connect your channels** to get started. *![Screenshot - 2026-09-03T160915.954](https://support.pabau.com/hs-fs/hubfs/engage-kb/Screenshot%20-%202026-09-03T160915.954.png?width=666&height=312&name=Screenshot%20-%202026-09-03T160915.954.png)* Next, pick the channel you want to connect - SMS, WhatsApp, Calls, Email, Facebook, Instagram or Fax. Each card shows roughly how long setup takes, and clicking **Set up** opens a short guided setup for that channel. *![Screenshot - 2026-09-03T160933.174](https://support.pabau.com/hs-fs/hubfs/engage-kb/Screenshot%20-%202026-09-03T160933.174.png?width=649&height=306&name=Screenshot%20-%202026-09-03T160933.174.png)* Once you finish the setup, Engage takes you straight into your inbox, ready to send and receive on that channel.   **NOTE:** You can connect the rest of your channels later, at any time. Click the **Settings** cog at the bottom of the icon rail to open the channel settings, where you can add a new channel or manage the ones you already have. We suggest reading our [Channel Settings: Your Communications Hub](https://support.pabau.com/en/pabau2/engage-channel-catalog?hsLang=en) article for what each channel offers.  **Opening Engage** To open Engage, click **Agents** in the Pabau sidebar and choose **Inbox**. If your channels are already set up, Engage opens in a new browser tab, signs you in automatically and takes you straight to your conversations — there is no separate login. ![The Pabau sidebar with the Agents menu open and the Inbox option highlighted.](https://support.pabau.com/hubfs/engage-kb-v2/g-open-engage-flyout.png) **The Inbox at a Glance** The screen is arranged from left to right: the **icon rail** (switching between Inbox, Chat, Agents, Reports and Settings), the **sidebar**, the **conversation list**, the **open conversation**, and the **patient panel**. ![The full Engage inbox layout on desktop with the sidebar, conversation list and an open conversation.](https://support.pabau.com/hubfs/engage-kb-v2/g-inbox-overview.png) **The Sidebar** At the top, the **+** button starts a new conversation - see our [How to Start a New Conversation in Engage](https://support.pabau.com/en/pabau2/how-to-start-a-new-conversation-in-engage?hsLang=en) article. Below it you will find: - **Filters**: **All conversations**, **Unread**, **Starred**, **Mine** and **Unassigned**, each with a live count so you can see what needs attention. - **Labels** - your clinic's colour-coded tags. See our [How to Organise Conversations with Labels in Engage](https://support.pabau.com/en/pabau2/how-to-organise-conversations-with-labels-in-engage?hsLang=en) article. - **Teammates** - pin a teammate to see the conversations assigned to them. - **Channels** - each connected channel with its own numbers and mailboxes nested beneath it, each with its own count. A channel only appears once it is set up. - **Views** - saved filters shared with your whole team, such as "Waiting on us". See our [How to Create Views in Engage](https://support.pabau.com/en/pabau2/how-to-create-views-in-engage?hsLang=en) article. - **Closed** and **Trash** at the bottom, for conversations you have tidied away. ![The Engage sidebar with the All conversations, Unread, Starred, Mine and Unassigned filters highlighted.](https://support.pabau.com/hubfs/engage-kb-v2/g-nav-filters.png) **NOTE:** To connect more channels, click the **Settings** cog at the bottom of the icon rail — it opens the channel settings. We suggest reading our [**Channel Settings: Your Communications Hub**](https://support.pabau.com/en/pabau2/engage-channel-catalog?hsLang=en) article for what each channel offers. **The Conversation List** The list has two tabs: **Chats** for messages and **Calls** for your clinic's call log, each with a count badge. The toolbar holds **Search (⌘K)**, **Sort**, **Filter** and **Refresh**. Rows show the direction of the last message, a green **New** badge on conversations started in the last hour, and a blue dot with the unread count. Hover a row for a quick **Close conversation** action. **TIP:** Press **⌘K** (or **Ctrl+K** on Windows) anywhere in the inbox to search messages, patients and fax numbers instantly. **Reading and Replying** Click any row to open the conversation. The pane shows the full history across every channel — messages, calls with their recordings and transcripts, appointment cards and form requests all appear on one timeline. To reply, type in the composer at the bottom and click **Send**. You can reply on a different channel than the one the client used, insert templates by typing **/**, personalise with variables such as **$balance**, or let **AI draft** write a reply from the conversation's context — see our [How to Reply to Messages and Switch Channels in Engage](https://support.pabau.com/en/pabau2/how-to-reply-to-messages-in-engage?hsLang=en) article. ![The Engage composer with the channel switcher, templates, AI draft, all tools and Send controls highlighted.](https://support.pabau.com/hubfs/engage-kb-v2/g-composer-anatomy.png) **The Conversation Header** The buttons in the header let you call the client, assign the conversation to a teammate, apply labels, mark it read or unread, star it, or close it. The **Close** button files the conversation under **Closed**; the **More** (…) menu moves it to **Trash**. The right-most button shows or hides the patient panel. ![The conversation header with the action buttons highlighted: call, assign, label, mark as unread, star, more, Close and the patient panel toggle.](https://support.pabau.com/hubfs/engage-kb-v2/g-header-actions.png) **The Patient Panel** Click the panel toggle at the far right of the header to show the linked client's contact details, files, notes and account balance, with **Book**, **Chart**, **Bill** and **Profile** shortcuts into Pabau. We suggest reading our [Understanding the Client Panel in Engage](https://support.pabau.com/en/pabau2/understanding-the-client-panel-in-engage?hsLang=en) article for a full walkthrough. ---   **Related Articles** We suggest reading our - [What Is Pabau Engage?](https://support.pabau.com/en/pabau2/what-is-pabau-engage?hsLang=en) article for an overview of the whole product - [Channel Settings: Your Communications Hub](https://support.pabau.com/en/pabau2/engage-channel-catalog?hsLang=en) article to connect your first channels. For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. 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