Inbox

Email for the company: shared and personal mailboxes, portal messages, and forms in one inbox, triaged and tied to the customer, supplier, order, or job they belong to. The agent reads each thread, drafts the reply or the action in the right app, and waits for your approval. Team conversation lives in Chat; this is the outside world coming in.

  • Owns
  • Shared inboxes
  • Threads
  • Assignments
  • Drafts & approvals

A few of the views inside Inbox.

Inside the app

What lives in Inbox.

One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.

  • Shared inboxes per team with assignment and SLAs
  • Every thread linked to its record in Customers, Sales, Projects, and the rest
  • Agent-drafted replies for approval
  • Inbound PDFs and attachments turned into records in the right app
  • Templates and tone per customer and language
  • Escalation rules
AI inside the app

What your agent does in Inbox.

  • Reads each thread and links it to the right customer, order, shipment, job, or claim
  • Drafts the reply in the customer's language from the record, for approval
  • Turns attachments into structured records in the right app: a PO into an order, a BOL into a shipment
  • Escalates what's stuck and summarizes the inbox when you ask

Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.

Built with AI

Need it different? Describe it.

Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.

Add a "inbox" view for my team: only what's mine, due this week, with the agent's drafts on top.

See Inbox on your data.

Book a demo and bring a real example. We'll show you the app on your data, with the agent doing the work.