Aptly Help Desk for Personal Inbox

Take advantage of the Aptly Help Desk feature but turning your personal inbox into a shared inbox that only you can see.

If messages from Aptly prospects feel mixed in with everything else, the solution isn’t removing them—it’s filtering them using Aptly’s Help Desk.

In this video, I explain how the Aptly Help Desk requires a shared inbox, and how you can convert your personal inbox into a shared inbox while keeping access limited to yourself only.

You’ll learn how to:

• Use the Aptly Help Desk to filter messages by prospects, owners, vendors, or residents

• Organize conversations with Customer Groups based on contact type

• Convert a personal inbox into a shared inbox in Aptly

• Keep your inbox shared but private by controlling user access

• Allow team members to see only the conversations they’re explicitly shared on

This setup gives you the full benefits of the Help Desk—clean filtering, better visibility, and organized communication—without exposing your inbox to your entire team.

If you’ve asked, “Is there a way in Aptly to only see messages from prospects?”—this video walks through the exact setup.