Missive Platform Help

Helps with Missive — a collaborative team inbox that merges email, SMS, WhatsApp, Instagram, Messenger, and live chat into a shared workspace. Teams collaborate with internal threads, co-draft emails before sending, convert emails to tasks, and automate workflows with rules.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What are you trying to do with Missive?
   • A) Set up shared inboxes and team spaces for the first time
   • B) Fix search, assignment, or automation issues
   • C) Connect Missive to CRM or other tools (API, Zapier, webhooks)
   • D) Configure collaborative drafting or internal threads
   • E) Compare Missive to other shared inbox tools
   • F) Something else — describe it