VIP Customer Process Design in Shared Mailbox

This article is aligned with currently available shared mailbox capabilities in the web app and avoids references to modules that are not open for release.

✨ Practical, production-oriented guidance only - no placeholder features.

👥 Audience

Operations managers and team leads running customer email collaboration in a shared mailbox.

🎯 Operational Focus

The focus for this topic is priority response and escalation discipline. Common risks include late acknowledgment, weak follow-up, priority drift.

🧩 What Teams Can Use Today

• 🔗 Shared mailbox connection and account switching for multi-mailbox operations
• 🗂️ Folder navigation with mailbox context
• ⭐ Unread, All, and Starred filters for queue control
• 🔍 Search and advanced search fields for fast context retrieval
• ✉️ Reply, Reply all, Forward, and draft-safe composition
• 🛡️ Signature management and sender blacklist controls
• 📎 Attachment download and Save All Attachments actions
• 📅 Optional email-to-todo and email-to-calendar conversion

🛠️ Recommended Execution Playbook

1. Use starred status as a temporary high-priority lane and review it at fixed intervals each shift.
2. Keep priority threads in the active mailbox view instead of personal inbox side channels.
3. Use inline reply and forward options to involve the right internal owner without losing thread context.
4. Capture high-risk communication decisions in the same thread for full auditability.
5. Run a post-incident review using search filters to reconstruct timeline and close operational gaps.