• MONITOR
  • IDENTIFY
  • ROUTE
  • ESCALATE

How to manage shared inbox assignments with your AI

Connect Heymarket to your AI client to handle chat routing. Once connected, your agent manages the inbox flow through simple commands.

Ask AI about this page

Short answer

How can I use AI to manage my Heymarket shared inbox?

Your agent scans active conversations and checks your team roster to find the right person for a task. You can then tell your AI to move chats to specific staff or flag them for human review. This gives you a direct way to route work without clicking through the Heymarket UI.

Inbox outcomes

Where chats land.

The AI moves conversations based on your instructions.

MONITOR

Active chat visibility

The agent pulls current conversations so you know what's happening. You get a clear view of the active workload.

IDENTIFY

Team member lookup

Your agent checks the Heymarket roster to find specific staff. This ensures you assign work to the right people.

ROUTE

Automated reassignment

The AI moves conversations between users. You can shift the workload to different staff members instantly.

ESCALATE

Human intervention

When a chat needs a person, the AI changes the status. This flags the conversation for your team to take over.

The workflow

What your AI does when the inbox needs attention.

The AI acts as the bridge between your chat data and your commands.

  1. Scan the inbox

    The agent pulls a list of all ongoing conversations to see what needs attention.

    list_active_chats

  2. Check staff

    The agent reviews your Heymarket roster to find the correct person for a handoff.

    list_team_members

  3. Reassign chats

    The agent updates the chat details to change who is responsible for the conversation.

    update_chat_status

  4. Flag for humans

    The agent modifies the status of a conversation to alert your team.

    update_chat_status

Try it

Copy these to start.

Use these prompts to trigger actions in Heymarket.

Starting points

These are opening lines. Replace the names of chats or team members with your actual Heymarket data.

Heymarket Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_dQrBWdsdzf9wue1XTyAYsauKiMCyQde117avLGgJ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Heymarket capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "heymarket-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dQrBWdsdzf9wue1XTyAYsauKiMCyQde117avLGgJ/mcp"
    }
  }
}
Copy into chat04

  • List all active chats in Heymarket.

  • Show me the team members in Heymarket.

  • Reassign the chat with Alex Smith to Jordan.

  • Set the status of the chat with Maria to 'Needs Human'.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Heymarket once, then ask.

Follow the link to authorize the connection. Your login stays encrypted on our side, and you can start managing chats immediately.

Connect Heymarket to your AI

FAQ

How this task behaves

  • 01

    Can the AI send messages to customers?

    No. This setup is only for monitoring chats, viewing team members, and updating statuses.

  • 02

    Can the AI delete conversations?

    No. The AI cannot delete any chats or data from Heymarket.

  • 03

    Can the AI create new team members?

    No. The AI can only list existing team members; it cannot add or remove users.

  • 04

    Does the AI work in real-time?

    The AI performs actions when you ask it to. It doesn't push automatic updates to you unless you prompt it to check the inbox.

  • 05

    Can the AI change my Heymarket billing settings?

    No. The AI only has access to chat and team member data.

  • More questions about Heymarket? The Connector page answers them. See everything the Heymarket Connector can do

Connect Heymarket to Claude, Cursor, ChatGPT & more