Support shouldn’t feel like filing a ticket. With Missive, your team handles every customer request with context, empathy, and speed.
Unified inbox for all channels
Bring together email, chat, SMS, and social DMs in one shared inbox. No more switching tools, Missive helps your team stay organized and responsive across every customer touchpoint.
Smart assignment & team collaboration
Assign conversations to individuals or teams using round-robin, least-busy, or manual rules. Collaborate internally with comments, tag teammates, and resolve complex issues, without replying all or forwarding threads.
AI automation that works for you
Set up rule-based workflows to auto-route incoming messages, prioritize “urgent” issues, and use integrations to automatically file bugs or update your CRM. Your team focuses on customers, not repetitive tasks.
Context-rich internal discussions
Have real-time chats inside email threads. Ask questions, leave investigation notes, or tag in a specialist, all without leaving the conversation.
Jacob Bank
·
Co-founder & CEO
,
Relay
Shared inboxes with assignment & comments
Triage as a team. Assign with clarity. Keep every issue moving.
Internal chat on email threads
Collaborate in-line. No Slack detours. No confusion.
Custom automations
Use keywords or rules to file bugs, tag issues, or alert engineers.
Aliases for a personal touch
Let replies come from real people, not “Support Bot #92.”
Merge threads for clarity
Combine multiple messages from the same user into one cohesive view.
Helpdesk Tools
Missive
Personal replies
Ticket-based, robotic
Feels like real email
Internal collaboration
Basic notes
Chat, tagging, & assignments
Multi-device support
Limited mobile apps
Same power, on every device
Integrations
Limited or clunky
Custom triggers & automations
Full review
Callum V
,
Operations Director
·
Team size:
25-50
Full review
Florian B.
,
Founder
·
Team size:
1-10
Full review
Dora S.
,
Training Manager
·
Team size:
100-250
March 13, 2024
11 Email Auto-Reply Templates to Save You Time
These simple yet effective automatic email reply templates will help you save time and make your work life easier.
Emails, emails, emails. We can't predict next week's weather, but our forecast for your inbox next week is straightforward:
You'll get plenty of new office emails tomorrow, with chances of junk mail.
Your emails take up more than a quarter of your workweek, so it’s a no-brainer that you would have a lot of catching up to do after a week-long vacation.
Fortunately, nowadays, you can set up an automated office email reply to save you time and manage your emails. Automated email replies can provide information needed by the sender while you are unavailable, or respond to business inquiries or job applications you receive.
You don’t want to mess it up and send an automated email saying you might not ever respond or set it up to reply to all the emails you’ve received (we wonder why that’s even possible).
You can thank us later, but we made sure we covered the basics, including the best templates and do’s and don’ts. Also, we included a section on setting up Gmail or Outlook for automated email replies. You'll save time managing emails and you can go on a vacation without having to check your inbox.
An automatic email reply or out-of-office email is an automated response sent on your behalf when receiving messages that meet certain conditions.
Most email clients let you set up auto-replies to answer emails automatically within a set period using a pre-written email template. In other words, your emails will answer themselves with a pre-written message when this feature is on. For example, an out-of-office reply informs the sender of your absence, the duration, and a contact person while you are away.
An automatic email reply can be used for various situations like being sick, out to a conference, on vacation, on maternity leave, or on annual leave. It can also be used for business inquiries or job applications. Whether you're out of the office or you don’t want to always type the same reply to every email while analyzing the inquiry or application, automatic email replies are for you.
An automatic email reply is only as good as the template. We’ve created templates for common situations when automatic email replies are useful. In addition, our templates use variables to personalize your emails in Missive.
The great thing about Missive is that you can create rules to decide when to send your out-of-office email (the dates you will be away) or choose specific people or conditions to send your responses (for example, only people within your company like template #3).
Setting up auto-replies in Missive is easy. Just follow this guide.
Here are the best auto-reply email templates to start using for professional replies.
Holidays are the times in a year when you see distant family and get long weekends, not reply to emails. Different businesses have different holiday policies, so it's important to set up an automated ooo messageto let others know when you start and return from a holiday.
Who doesn’t need a vacation sometimes? Well this ooo message is perfect for that, and we made sure it is professional; no need to mention the piña colada here.
Whether you are on holiday or you are on a sick leave, you might need to let your colleagues know of your absence. Here, make sure you use a rule to send this ooo message only to emails coming from within the company (e.g., emails with the domain @companyname.com) to avoid sending this template to external parties.
The gift of life grants some well-deserved time off work. Depending on your line of work and company policy, you might have a shorter or longer maternity (or paternity) leave, and it's important to notify people. Try this autoresponder:
When you get sick, the best thing is to stay at home. Whether you will be out of office for a long period or just for the day, it is best to let people contacting you there will be a delay in your response.
Imagine still receiving emails from your old job. It would be weird, right? Well, if someone isn’t on the payroll anymore, you better make sure the sender that the ex-employee person won’t be replying to any of those emails anymore.
Sometimes your email may not be the best way to reach you. You might be out of the office or in a meeting only reachable by phone. If you want to offer another way to get in touch, this is it. This autoresponder template is best for situations where the recipient may need to reach the sender urgently, even if you’re out of the office.
This one is handy if you’re on the support team. People who require immediate assistance want help and they want it FAST. If you reply right away saying you will look into their urgent problem, it gives the sense you are caring.
This one will usually be used to reply to your general business email. Replying right away gives a sense that you care about the inquiry, but it also gives you time to give a more personal reply to the inquiry.
New leads are not customers yet. You want to make the best impression to maximize your chances of turning a lead into a client. Make sure you set up an automated reply and show you care for potential customers.
Candidates for open positions are harder to come by these days. It can also be a stressful process for candidates. A quick reply will show you care and that you are interested in the application.
Thank you for your interest in {{ company_name | description: "company name" | confirm }}. We aim to get back to potential candidates for the {{ job_name | description: “job title" | confirm }} position within {{ number_day | description: “Number of business days to reply" | confirm }}.
If you have any questions, do not hesitate to contact us.
Best regards,
[Your signature]
When writing an automatic email reply, keep it short and professional. You might be on a vacation drinking mojitos, but the sender still expects a professional response.
Here are a few things to keep in mind when writing an automated email reply:
Now that we have covered what to do, let's go over a few common mistakes you should avoid when creating your auto-replies:
Writing an automatic email reply is about keeping it short, concise, and professional. If used when you’re out-of-office, you want the recipient to know how long you'll be away, why, and who to contact.
If you are not using Missive, you can easily set up automated email replies in Outlook and Gmail.
Setting up in Outlook has fewer steps, but more limited options compared to Google and Missive. Here's how to set up an automated reply:
Setting up in Gmail is very easy. Here’s how to create one:
You can also create filters so your templates only send when an incoming message meets certain criteria. You can use a common word that will appear in the email, specific senders, or subject that will trigger your automated email reply.
Here’s how to create a filter:
Now that you have the basics and the best templates, it’s your time to shine and increase productivity. You’ll save time using those templates and automated email replies.
Feel free to use and adapt the templates to your context. You can also modify the used variables to fit your needs.
October 26, 2024
5 Missive Features You Gotta Know
Discover five powerful yet underused Missive features that can transform your workflow.
When I started my career, my first experience with team emails was chaotic. We had multiple inboxes, scattered conversations, and constant back-and-forth about who was handling what. It was a nightmare.
At my last job, we used Missive, and it was like night and day compared to my previous experience. However, it wasn't until I discovered some of its hidden features that things really clicked for me.
Over the past few years, I've used Missive daily, and for the last year, I've been helping Missive customers uncover all its hidden gems. Today, I want to share the five features that transformed how I handle communication. These aren't the flashy features – they're the practical, everyday tools that can make a difference.
You know when someone starts a new email thread about something you're already discussing in another thread? This used to drive me crazy. But in Missive, you just drag one conversation onto the other, and they merge into a single thread. Everything stays in order, nothing gets lost, and suddenly all your context is in one place.
Pro tip: You cannot undo the merging. BUT you can move messages of merged conversations to new private or shared ones.
At first glance, customizing your sidebar might not sound revolutionary. But trust me – it's like finally organizing your desk after years of chaos.
Pro tip: You can also create whole new sections. Just drag an item on top of the +More button in the sidebar.
This feature is really powerful: inserting canned responses inline. Do you know what I'm talking about?
Just type a hashtag followed by your response name, and boom – your full message appears right where you're typing. No more copying and pasting, no more digging through templates.
If you learn one keyboard shortcut in Missive, make it this one. Press Cmd+K on Mac (or Ctrl+K on Windows), and you've got instant access to pretty much everything.
If I were to time-track myself for a week with and without using the command bar. The difference? About 3 minutes saved each day just from reducing mouse usage and menu navigation. Compound this to a year, and you'll see how powerful it can be.
This last one's simple but brilliant. You can rename your email threads to whatever you want.
The real magic happens when you combine some of these features.
Let's talk numbers. Depending on your use case, after implementing these features across your team:
Don't try to implement everything at once. Start with the feature that addresses your biggest pain point:
Give them a shot. Start with one, get comfortable, then move on to the next. You might be surprised at how much time you save.
July 2, 2025
Setting up your accounting firm in Missive (the POD model)
Here's how to configure Missive for firm-wide clarity, accountability, and efficiency, especially if you're running pods.
If you're building or scaling an accounting firm, your email system shouldn't be a bottleneck. Missive is a collaborative email platform designed for team-based work, perfect for accounting firms adopting a modern, client-centric workflow. One of the most effective structures is the POD model.
Here's how to configure Missive for firm-wide clarity, accountability, and efficiency, especially if you're running pods.
A POD is a small, cross-functional team, typically 4–6 people, designed to serve a set group of clients. Each pod includes a senior (e.g. manager or controller), one or more juniors, a coordinator/admin, and optionally an offshore or tech specialist. This structure creates:
Each POD should be its own Team Space in Missive. If you have less than 20 clients, you could set up a team space for each client or by each type of client.
If you're more than 20 clients, you might want to set up based on service line (tax, bookkeeping, etc).
This gives each pod its own inbox, chat room, and shared task list.
Each pod needs a clear front door for client emails. You can:
This allows routine client requests to come from a shared firm alias for consistency, but significant communications (e.g. year-end reports or advisory) can come from a named partner.
Missive allows team members can choose the appropriate sender identity on each reply, and you can even manage multiple signatures for different aliases.
Aliases are free and unlimited in Missive. Shared accounts are limited to 5 per user, so if your organization has 10 Missive users, you’re limited to 50 shared accounts.
Pro Tip: Using shared aliases helps maintain continuity when staff change, your clients won’t need to update their address books.
Missive’s rules engine lets you direct emails where they belong:
Example rule for escalating urgent emails:
Use Missive’s permission structure and collaboration tools to mirror pod roles:
This is more direct and less error-prone than relying on the traditional "cc" model, plus, it’s logged, so later you can see “this was assigned to John on Jan 5”.
If something needs a manager's attention, assign it to the manager or add an “Escalated” label.
The visibility of assignments is part of what makes Missive a “shared inbox on steroids,” giving everyone clarity on responsibilities.
Missive offers two strong workflows:
Don’t rely on memory. Let Missive flag important messages:
These automation rules reduce dropped balls and keep client service high.
If you start to add in Rules, especially their AI rules, a number of these steps can be automated.
The POD model lets your accounting firm scale without chaos. Combined with Missive's visibility, rules, and collaboration tools, it becomes a high-trust, high-efficiency operating system for client service.
Missive supports accounting firms with tools to ensure confidentiality and audit readiness:
Yes. Missive works as an overlay to your existing email provider (Microsoft 365, Gmail, etc.). Your team keeps their email addresses and Missive syncs everything in real time, without changing your domain or setup.
A: No. All emails, assignments, and internal comments stay visible to the team. Conversations don’t live in personal inboxes, they live in shared team spaces. You can reassign messages, check history, and maintain continuity easily.
Yes. Missive integrates with ClickUp, Trello, Aircall, HubSpot, and more. You can create tasks directly from emails, log calls, and pull in CRM data, all without leaving the app. Zapier and API access also allow custom integrations.
December 6, 2024
Managing Client Emails – Never lose track of emails again
Discover how agencies, firms, and service companies can manage client emails with ease using Missive.
Discover how agencies, firms, and service companies can manage client emails with ease using Missive. This guide offers practical tips to streamline communication, organize shared inboxes, and improve collaboration. Perfect for teams looking to eliminate email chaos and deliver exceptional client service.
It's the start of another week, and your email inbox looks like it exploded overnight. Messages from clients are piling up – a mix of red-flag emergencies, projects stuck in limbo waiting for your team to weigh in, and threads that are probably scattered across your coworkers' accounts too. Does this hit close to home? Most professionals know exactly what this email overwhelm feels like.
Traditional email wasn't built for modern client service. Whether you're a law firm juggling complex cases, a marketing agency coordinating campaign approvals, or a bookkeeping firm handling time-sensitive financial documents, you know the struggle. Your team is brilliant at what they do, but email chaos can make even the most organized professional feel overwhelmed.
That's where Missive comes in – not just as another email tool, but as your team's command center for client communication.
Think of Missive as your email client on steroids. But instead of just making email faster, it makes it smarter. Here's what I mean:
The first step in managing client cases is to consolidate relevant communication into shared inboxes. This ensures your team has access to the conversations they need to collaborate effectively.
Pro tip Easily stay on top of every message by accessing your team’s shared inbox and filtering by specific criteria like “Assigned to...” Whether you’re monitoring progress or ensuring nothing slips through the cracks, Missive’s filtering options make it simple to keep your communication organized and easy to find.
Use Labels to categorize client communication:
Missive’s Rules can automate this organization by applying labels or tags based on email content or sender.
Client work often revolves around mandates or projects requiring input from multiple experts or teams. Missive’s assignments feature helps you manage this complexity with ease.
Assign Conversations to Individuals or Teams: Direct emails to the appropriate team member or Team Inbox. For example:
Reassign as Projects Evolve: Projects often require input from different specialists at various stages. Missive allows you to change the assignee as needed. For instance:
Use Comments for Smooth Handoffs: Add internal comments to provide context when reassigning tasks, ensuring no details are lost in transition.
This flexibility makes Missive an ideal tool for handling non-linear workflows, ensuring accountability while supporting seamless collaboration.
Save time by creating templates for frequently sent emails, such as:
Missive integrates with popular CRMs, task managers, and other platforms. Alternatively, you can also create your own custom integration to let you access critical client information directly from your inbox.
Missive’s Tasks feature lets you stay on top of deadlines and deliverables:
Pair this feature with Labels to track tasks by client or project.
Some emails require input from multiple team members before they’re sent to clients. Use Missive’s Collaborative Writing feature to work together on sensitive or detailed communications.
This is particularly valuable for legal teams drafting contracts or marketing agencies working on creative proposals.
Missive’s search functionality allows you to quickly find emails, attachments, or notes related to a client or project. Use search operators (Outlook or Gmail) to filter searches by:
Pin frequent searches to the sidebar to make your workflow even more efficient.
If you're tired of email chaos and ready for a more organized, collaborative approach to client communication, Missive might be exactly what you need. Start with these basics, then customize as you go – your future self (and your clients) will thank you.
No more lost emails, no more communication silos, just smooth, efficient client service.