Team collaboration
Run a team inbox with one contact graph.
Fan shared-address mail into member inboxes, share contact cards, add thread notes, and preserve relationship context across the team.
Token first
Make sure the agent has these scopes.
Create a new token or update the agent's current token before trying the calls below.
Required token scopes
contacts:read
contacts:write
email:read
email:write
context:read
Outcome
What this gives you.
Work can move between people and agents without forcing the sender to repeat context.
Use when
The operational shape.
- A team uses a shared address but needs per-inbox ownership and records.
- Contacts and relationship history should follow the work across team members.
- Internal notes and assignment should stay invisible to the outside sender.
API sequence
The calls to make.
01
Create the team address
POST/v1/distribution-lists/
Use a tenant admin session to create the shared address that fans inbound mail into member inboxes.
Default example
Use this as the default shape for this step.
{
"address": "team@mail.example.com",
"name": "Team intake"
}
02
Add member inboxes
POST/v1/distribution-lists/{list_id}/members/
Use a tenant admin session to register each member inbox as a recipient for the shared address.
Default example
Use this as the default shape for this step.
{
"inbox_id": "inb_account_manager"
}
03
Share the contact card
POST/v1/contacts/shares/
Offer or request the contact record so the next owner starts with context.
Default example
Use this as the default shape for this step.
{
"type": "offer",
"to_inbox_id": "inb_account_manager",
"contact_id": "ctc_123"
}
04
Assign and annotate the thread
POST/v1/messages/threads/{thread_id}/notes/
Add internal notes and assignment context without exposing them to the sender.
Default example
Use this as the default shape for this step.
{
"body": "Assigned to account manager. Customer asked about renewal timing and pricing guardrails."
}
Controls
Review points.
- Distribution lists move mail; contact sharing and thread notes move context.
- Keep one shared address for intake while preserving per-inbox ownership downstream.
Related