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Documentation Index

Fetch the complete documentation index at: https://docs.messagedesk.com/llms.txt

Use this file to discover all available pages before exploring further.

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Why migrate from MessageDesk Reach to Inbox by MessageDesk?

Migrating to Inbox by MessageDesk gives your team a messaging tool built for collaboration, control, and clarity.
  • Superior media support
    You don’t have to tell users to “just email it.” V2 lets you send and receive PDFs, DOCs, JPEGs, PNGs, GIFs, WEBPs, HEICs, and more. Files larger than ~500 KB automatically convert to links, and all attachments are managed in one place.
  • Group texting and 1:1 conversations
    Start a 1:1 conversation or include up to 7 recipients in a group text, without duplicating effort or context.
  • User access controls and customization
    You’re not locked into a one-size-fits-all inbox. Inbox by MessageDesk lets you set up custom user roles and permissions, comment internally, @mention teammates, and tailor Inbox views. Dark mode, custom theming, and saved filters round out a workspace that adapts to how your team works.
  • Better organization and routing
    In Inbox by MessageDesk, you can label conversations freely, filter, route, or assign messages as a unified team.

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Migration time at a glance

  • Total time: ~15–30 minutes to prepare. Number migration is scheduled during business hours (see Step 5).
  • Who’s involved: An account owner/admin and any teammates who will use Inbox.
  • What moves: Your existing phone number (after you complete the setup steps). Contacts can be exported/imported.

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What you’ll need to migrate your account

  • The email address you want to use for your Inbox login.
  • A list of teammates to invite (names and emails).
  • A preferred day and time (Mon–Fri, 9 am–5 pm) for number migration.

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How to migrate your MessageDesk Reach account

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1. Create your Inbox account

  1. Visit https://inbox.messagedesk.com/#/create-account
  2. Create your account (or sign in if one has been created for you).
Use your email already associated with your MessageDesk Reach account

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2. Invite your team

  1. Log in at inbox.messagedesk.com.
  2. In the left-hand menu, click Team.
  3. Select Invite Teammate and send invites to everyone who will use Inbox by MessageDesk.
Why this matters: We’ll only move your number after your team is in place. That way, messages are immediately visible to the right people when your number goes live in the Inbox.

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3. Export contacts from your Reach workspace

If you’d like to bring existing contacts with you:
  1. Sign in to your old account at app.messagedesk.com.
  2. Export your contacts (.CSV is great).
V2 Migration 1 Gi
Tip: Take a moment to tidy your list. Remove duplicates and outdated entries to keep Inbox by MessageDesk clean from day one.

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4. Import contacts into Inbox by MessageDesk

  1. Log in at inbox.messagedesk.com.
  2. Go to Contacts and choose Import Contacts.
  3. Upload your CSV and map the fields (e.g., name, number, email).
V2 Migration 2 Gi
Need help? If you’re unsure how your CSV should be formatted, reply to your migration email and attach the file. Our team can review and advise.

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5. Schedule your phone number migration

Once your team is set up, fill out this form with a preferred time to move your number. Schedule Phone Number Migration
  • Hours: Monday–Friday, 9:00 am–5:00 pm PST
  • How to schedule: Fill out the form with your preferred day/time and include your email and the number to move.
  • What to expect: We’ll confirm the window and coordinate so there’s little to no downtime. The switch typically takes place inside the scheduled window.
Important: We’ll only move your number after Steps 1–4 are complete.

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6. (Optional) Download the mobile companion app for iOS or Android

Stay connected on the go by installing the MessageDesk app on your preferred devices. https://www.messagedesk.com/mobile 

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What happens after the switch

  • Messages to your number will begin routing into Inbox by MessageDesk.
  • Your team can now start new conversations, assign conversations, and use templates.
  • We’ll be on standby during the migration window to make sure everything looks good.

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FAQs

We coordinate the migration within your scheduled window to minimize or eliminate downtime. If there’s anything unusual about your setup, we’ll flag it when confirming the schedule.
Only your phone number moves automatically. Contacts can be exported from app.messagedesk.com and imported into inbox.messagedesk.com (see Steps 3–4).
Have them check spam/junk. You can resend invites from Settings → Team Management → Resend Invite.
Reply to your scheduling email or reach out to MessageDesk Support at (775) 313-9465. We’re happy to assist with exports/imports, or any additional questions.
No. We can place your MessageDesk Reach account on a free, active subscription, allowing you to reference previous conversation data.
Yes. Feel free to reference these articles whenever you need.