Jelly Basics

Once you have email flowing into Jelly, it’s time to understand how to work with your team in the shared inbox. These guides cover the core concepts and day-to-day workflows that make Jelly effective for team collaboration.

Core Concepts

Jelly reimagines the email inbox for multiple people working together. Instead of everyone having their own separate inbox, you share one view of all conversations while Jelly helps organize who’s working on what.

The key concepts you’ll need to understand are:

  • How the inbox works - Jelly’s four-section inbox keeps everyone organized
  • Assignment - Clear responsibility through “I got this” and direct assignment
  • Ignoring conversations - Keep your view focused on what matters to you
  • Comments - Internal collaboration that customers never see
  • Notifications - Stay informed without being overwhelmed
  • Activity - Track what’s happening across your team

Your Workflow in Jelly

A typical day with Jelly looks like this:

  1. Check Brand New - See what fresh conversations need attention
  2. Claim what you’ll handle - Click “I got this” on relevant conversations
  3. Collaborate internally - Use comments to coordinate with teammates
  4. Respond to customers - Send replies that appear to come from your team address
  5. Archive when done - Keep the inbox tidy for everyone

What Makes Jelly Different

Unlike traditional email where everyone works in isolation, or complex support tools that try to do everything, Jelly focuses on one thing: helping small teams collaborate effectively on email.

  • Shared context - Everyone sees the same conversations
  • Clear responsibility - Always know who’s handling what
  • Internal collaboration - Comments and activity keep teams coordinated
  • Simple but powerful - No complex workflows or unnecessary features

Getting Started

If you haven’t already, make sure email is properly configured:

โ†’ Email Setup

Then dive into these guides to understand how to work effectively in Jelly: