Use the GoTallo Inbox
Overview
The GoTallo Inbox provides a unified view of all conversations assigned to the current user, allowing them to quickly see who needs a response, open conversations, and reply directly from Salesforce.
The Inbox can be added to any Lightning record page.
Configuration
Adding the Inbox to a Page
Open Lightning App Builder
Edit the desired record page
Drag the GoTallo Inbox component onto the page (found in custom components)
Inbox component location
Save and activate the page
Assignee Field Configuration
The Inbox shows conversations based on an assignee field. This field determines which conversations belong to the current user.
Assignee field picklist
⚠️ Make sure the selected field contains a User Id.
If the field is misconfigured, the Inbox may appear empty.
Component Height Configuration
The Inbox height is configurable to fit different page layouts.
Accepted formats:
Pixels: 764px
Viewport height: 60vh
Percentage values are automatically treated as viewport height
Container height field
Minimums and limits are enforced automatically to ensure usability.
Using the Inbox
Inbox Layout
Each row in the Inbox represents a conversation and shows:
Person’s name
Last message preview
Timestamp of the most recent message
Unread message indicator (if applicable)
Nameless chats are marked as ‘unknown’
Inbox conversations
Sorting Behavior
Conversations are automatically sorted by most recent message
Conversations with new messages move to the top
Sorting updates optimistically when sending messages
Note: Some updates depend on backend processing and may appear with a short delay.
Opening a Conversation
Click a conversation row to open it
Opening a conversation marks it as read
Unread indicators are cleared automatically
Open selected chat
Search
The Inbox includes a search bar that filters conversations by:
Participant name
Last message text
Channel
Search updates dynamically as you type.
E.g. search by name
E.g. search by channel
Filters
The Inbox supports quick filters:
All – shows all conversations
Unread – shows only conversations with unread messages
Filter by unread