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Communications

How to Configure Inbox Settings

Set workspace-wide defaults for your email, SMS, and voice agent inbox — read receipts, auto-reply, signatures, and notification routing.

Inbox settings control how your workspace handles inbound communications across email, SMS, and voice agents — defaults like read receipts, auto-replies, signatures, and how new conversations are routed. Head to https://app.trustpager.com/settings/inbox to manage them.

These are workspace-wide settings — they apply to everyone on your team. Personal preferences (like which notifications you want) live at https://app.trustpager.com/account/preferences.

Email settings

  • Read receipts — controls whether tracking pixels are added to outbound emails by default. Recipients can still see if you opened their emails (when they enable read receipts on their side).
  • Click tracking — wraps outgoing links in a tracker so click events appear in the contact's activity feed. On by default.
  • Default email config — which email config (Gmail, Postmark) is used for automation sends when no specific config is set on the action. Configure email configs at https://app.trustpager.com/settings/email.
  • Reply-to behaviour — when a contact replies to a workspace-shared email, who gets routed the reply (the original sender, the assigned account manager, or the dispatcher).
  • Workspace email signature — appended to outbound automation emails. Personal signatures (per user) override this for emails sent from their connected Gmail.

SMS settings

  • Default SMS sender number — which TrustPager phone number is used for outbound SMS when no specific number is set on the action. Buy and configure numbers at https://app.trustpager.com/settings/phone.
  • Auto-reply on first SMS — sends an auto-reply when a new contact texts you for the first time (e.g. "Thanks for reaching out, we'll get back to you shortly"). Edit the message body here.
  • Opt-out language — text appended to outbound marketing SMS reminding recipients how to opt out ("Reply STOP to opt out"). On by default for compliance reasons.
  • Opt-out keywords — words that trigger an automatic opt-out when received. Defaults to STOP, UNSUBSCRIBE, CANCEL, END, QUIT.

For full opt-out details, see https://trustpager.com/help-center/sms-opt-out-handling.

Voice agent settings

  • Default inbound voice agent — which agent answers incoming calls when no specific agent is assigned to the number. Configure agents at https://app.trustpager.com/auto/voice-agents.
  • After-hours behaviour — what happens when a call comes in outside business hours: route to voicemail, route to a different agent, or hand off to a fallback number.
  • Recording & transcription — whether to record and transcribe calls. On by default; required for AI features like coaching.
  • Voicemail prompt — text-to-speech prompt for missed calls.

Dispatcher settings

Behaviour for the queued communications dispatcher at https://app.trustpager.com/inbox/dispatcher:

  • Auto-cancel on opt-out — drop pending sends to contacts who opt out (default: on)
  • Auto-cancel on reply — drop pending sends in the same channel when a contact replies (default: on)
  • Auto-cancel on stage change — drop pending sends when an opportunity moves to closed/won or a configured cancel stage

Permissions

Only workspace admins (and users with inbox-config:write) can change inbox settings. Configure roles at https://app.trustpager.com/settings/permissions.

Related settings

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