WayCool Software, Inc.

General guidelines regarding your Privacy Policy, Terms & Conditions, and Client Texting Consent Form as required by the phone carriers and The Campaign Registry. Click the section headers if you…

Texting Compliance Overview

What phone carriers and the national Campaign Registry need before your organization can use the CoolFocus texting feature in Inbox — Privacy Policy, Terms & Conditions, Client Texting Consent Form,…

Signing Up for Inbox: Texting Compliance Requirements

What carriers need on your Privacy Policy for Inbox texting approval — public URL on your domain and mobile/SMS non-sharing language.

Privacy Policy Requirements for Texting

What carriers need on your Terms for Inbox texting approval — SMS (Short Message Service) rules, STOP/HELP, rates, and the carrier delivery disclaimer.

Terms and Conditions Requirements for Texting

What carriers need for client SMS/texting opt-in proof — consent form requirements, public Google share steps, and sample disclosure language.

Client Texting Consent Form Requirements

A clean starting point for conversations, assignments, replies, and follow-up.

Inbox Overview

Inbox Settings

Customizing the Secure Message Invite

Getting Started in the Inbox

How staff should think about outbound SMS from CoolFocus.

Sending Text Messages

Quick guide: when regular SMS is fine and when to use a secured message instead.

When to Use a Regular Text vs. a Secured Message

Organize Inbox work from first message to resolution — assign, notes, tags, bulk actions, and close.

Managing Conversations in Inbox

Understand how conversations connect to people and related work in CoolFocus.

Conversation Types and Linked Records

Notes, Tags & Tasks in Inbox Conversations

Message Attachments

How to read the yellow delivery warning cards shown in Inbox when a text message cannot be delivered.

Understanding Text Message Delivery Warnings

Practical habits for keeping conversations useful, secure, and actionable.

Inbox Best Practices

What the Unresolved Texters mailbox means, how Unknown Texter and Anonymous Text differ (same meaning, different label history), and how to identify those people.

Unresolved Texters

How to combine duplicate conversations while keeping the message history.

Merging & Cleaning Up Conversations

Ways to reach several people by text, how to send a picture or flyer, and what's coming for whole-list text campaigns.

Texting More Than One Person

Inbox Domains: Client, Donor, and Volunteer

Add an embeddable chat bubble to your website. Visitor chats open in the Inbox for CoolFocus Premium subscriptions.

Website Chat Widget

When you need to close multiple conversations quickly

Selecting Multiple Conversations

Jonathan Marbutt

Inbox & Messaging

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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