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
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Open Lightning App Builder
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Edit the desired record page
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Drag the GoTallo Inbox component onto the page (found in custom components)
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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.
⚠️ 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:
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Pixels: 764px
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Viewport height: 60vh
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Percentage values are automatically treated as viewport height
Minimums and limits are enforced automatically to ensure usability.
Using the Inbox
Inbox Layout
Each row in the Inbox represents a conversation and shows:
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Person’s name
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Last message preview
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Timestamp of the most recent message
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Unread message indicator (if applicable)
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Nameless chats are marked as ‘unknown’
Sorting Behavior
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Conversations are automatically sorted by most recent message
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Conversations with new messages move to the top
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Sorting updates optimistically when sending messages
Note: Some updates depend on backend processing and may appear with a short delay.
Opening a Conversation
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Click a conversation row to open it
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Opening a conversation marks it as read
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Unread indicators are cleared automatically
Search
The Inbox includes a search bar that filters conversations by:
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Participant name
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Last message text
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Channel
Search updates dynamically as you type.
Filters
The Inbox supports quick filters:
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All – shows all conversations
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Unread – shows only conversations with unread messages
