Manage Instagram conversations with the Inbox in Elpidan

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In this video, we’ll explore the Inbox menu.

Inbox Overview

The Inbox is divided into three main sections.

Section 1

Here, you can view all your contacts and conversations.

Whenever a user sends you a message on Instagram, it appears here within seconds.  The Inbox works in real time.

This means you don’t need to reply from Instagram directly. In fact, it’s better to respond from here, because inside the Inbox you can update user fields, assign tags, and fully manage your CRM.

You can see which contacts have unread messages. An unread message means the contact sent you a message without any trigger, so no flow started automatically for that contact.

Once you click on a contact, the conversation will be marked as read.

Section 2

When you click on any contact, the middle section displays the full message history between you and that user.

From this section, you can reply manually and type and send a message directly.

You can also click on this icon to manually run any of the flows you have previously created.

If you have created Canned Messages, you can select one from the list and send it instantly. Canned Messages can contain text only.

👉 To learn how to create canned messages, read the Canned Messages guide.

You can also send voice messages, images, videos, and emojis from here.

Section 3

When you click on a contact, on the right side you’ll see their Internal Fields.

Internal Fields

Internal Fields are system-defined fields that are already available in Elpidan by default. They store common contact information such as name, email, phone number, city, and other built-in values.
👉To learn more about available fields and how fields work in general, read the Custom Fields Menu guide.

These are Internal Fields that may have been filled automatically inside flows or manually from the Inbox. Here, you can view, edit, or delete their values.

User-Defined Fields

Next, you’ll find Custom Fields ( User-Defined Fields):

These are fields that you created inside the system. From here, you can view their values, edit them, delete them, or even manually add a new custom field value for that user.

User-Defined Fields are custom fields that you create yourself based on your business needs. They are useful for storing extra information such as score, education, purchase amount, contest data, or any other value you want to save for a contact.
👉To learn how to create and manage these fields, read the Custom Fields Menu guide.

Tag section

Tags are labels used to group and segment users based on status, behavior, interests, or actions. They do not store values, but they help you organize contacts and control automation logic more effectively. To learn how tags work and how to create them, read the Tags Menu guide.

Here, you can view all assigned tags, remove existing tags, or manually assign new ones.

Other Options:

For each contact, you’ll see additional options.

You can mark a conversation as unread.

You can block the contact.

If you block a contact, this means automation flows will not be sent to them automatically, but you can still reply to them manually and send messages from the Inbox.

You can also assign a color label.

Color labels are useful for internal organization. For example, you might use different colors for hot leads or VIP customers.

You can also star a conversation.

Now let’s clarify the difference between starring and coloring a contact.

Color labels can only be assigned manually from the Inbox. However, a star can be assigned automatically using the Action Node. Therefore, you can use the star for specific cases where a user requires urgent support and needs a quick response.

For example:

In below flow called “FAQ & Contact Support,” a list of frequently asked questions is provided, and a button called "Another Question" is also included in case the user does not find their answer there. If they still need assistance, they can click that button to continue.

When the user clicks that button, they receive a message such as "Please describe your question or Issue."

Then, using an Action Node, the user is assigned a star.

Now, in the Inbox section, you can filter and view only starred users and respond to them quickly.

Finally, let’s talk about filters.

You can filter conversations based on different criteria.

Section 1: You can filter by status, including read or unread, starred or unstarred, blocked users, and color labels.

You can select one or multiple items.

If you select more than one item and set the logic to ALL, all conditions must be met.

If you set it to ANY, at least one condition must be met.

The OFF mode disables the filter completely.

Section 2: You can filter by tags to see only contacts with specific tags.

Here, you can also select one or multiple tags.

Section 3: And you can filter by custom fields to narrow down conversations based on stored user data. Here, you can also select one or multiple fields.

 👉To explore the Inbox features in more detail, read the Inbox Menu guide