Using Keeping in Gmail
Everything you need to know to understand the basics of using Keeping inside Gmail.
Your Keeping Inbox
After successfully joining an organization and logging in to the Keeping Browser Extension, you'll find your new Keeping features in the left sidebar of Gmail.
See Your Tickets
In your left sidebar, click Keeping to see all the open tickets across your shared mailboxes. Click Unassigned, Mine, or Assigned to further filter your Keeping inbox. If your organization has multiple shared mailboxes, you'll also see those in this menu.
We highly recommend that you use Keeping with Conversation View enabled. Conversation View (or email threading) groups emails for the same conversation.
Every Keeping ticket is an email that arrives in your Gmail archived and marked as Open. Keeping uses Gmail's search functionality to display these open tickets in the Keeping toolbar when you access it.
Keeping will warn you if you try to delete (move to trash) an Open or Pending ticket. If you must delete a Keeping ticket, set its status to Closed first, but know that it will only be deleted in your Gmail inbox, not everyone else's.
Filter Your Tickets
In the Keeping view of your Gmail inbox, you can refine your search using detailed filters. These filters allow you to sort tickets by specific tags, priority levels, assignees, or statuses (open or pending).
Viewing a Ticket
Let's take a look at an individual ticket and what you can do.
Ticket ID and Editing Recipients
Every Keeping ticket is assigned a unique ticket ID, which can be found in the upper right corner when the sidebar is open. When a ticket is created in Keeping, the customer's name and email address are displayed in the right sidebar.
If you want to change the recipient of your reply or add additional CCs, click the blue edit link near the customer's name in the right sidebar. When you reply to a Keeping ticket from your personal or work Gmail account, the email will be sent from your support mailbox email address and look like a normal email.
Assigning, Prioritizing, and Changing Ticket Status
When you open a Keeping ticket in Gmail, you'll see a new sidebar on the right. Use this sidebar to assign a ticket to yourself or a teammate, set the priority, or change the ticket status. To unassign a ticket, hover over a name and click the "x" that appears.
Keeping automatically assigns the ticket to you and changes the ticket status to closed when you reply. If your customer replies, the ticket is reopened. Check your mailbox settings to adjust this default.
Creating and Adding Tags
You can assign one or more tags to organize your support tickets better. Before you do, you'll need to create your tag in your Keeping settings. You can also access this page via the "edit" link next to the tag menu in Gmail.
Viewing and Creating Notes
Notes are only viewable by your team and offer a way to provide more context or information about the request. Enter a new note in the text box to add to the conversation. You can trigger a notification using the @ symbol and a teammate's name so the ticket is brought to their attention.
Activity Log
The "Activity" Tab shows a complete history of a Keeping ticket since it was created. Use this to understand better what happened (and when) to the support request.
Replying to a Ticket
Reply to a Keeping ticket just like you would a normal email. When you hit Reply in Gmail, you'll see a funny-looking email address in the To field. Your reply will be routed through Keeping before it gets forwarded to your customer. Keeping also syncs a copy of your reply to each of your agents.
For Keeping to work properly, you mustn't change the email address in the "to" field or add any additional recipients to the message (including the "cc" field).
After you have composed your reply, you can hit Gmail's default "Send" button, or click the Keeping K logo to send the message and change the status at the same time. By default, Keeping will set the status to "Closed" when you reply (you can change this in your mailbox settings).
Insert a Knowledge Base Answer
Click the "Lighting Bolt" icon to bring up your library of Knowledge Base answers. After you choose an answer you can quickly insert it in to your reply.
The Knowledge Base is a great way to save time by creating a database of commonly asked questions and responses.
See more about how to use the Knowledge Base in our dedicated help article below.
Using TemplatesCreating a New Ticket
Use the "New ticket" button on the left sidebar to create a ticket and email your customer from your support mailbox. By default, when you create a new ticket its status is "Pending". You can adjust this default in your Mailbox settings.
Make sure you don't edit anything above the --- DO NOT EDIT THE "TO" FIELD AND WHAT'S ABOVE THIS LINE --- marker or change the "to" email address. Feel free to change or edit the subject.
After you hit "Send', Keeping will email your customer from your support mailbox and sync the new ticket with your team. If your customer replies, the ticket status will be changed to an "Open" status.
Moving a Ticket to Another Mailbox
You can move the ticket to another mailbox if multiple mailboxes are connected to Keeping. Click the mailbox name in the right sidebar, then choose the destination for the new mailbox.
Share a Ticket
If you want to share a conversation with someone outside of Keeping, click the Share button to generate a share link for the ticket. This will create a read-only version of the conversation that anyone with the link can view.
Those are the basics of using Keeping in Gmail. Feel free to dive in or keep moving on to the next section if you want to learn more about Keeping in-depth.
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