Inbox: your team's emails in one place

CRM → Inbox shows the emails of the mailboxes connected to your team. You can search and filter, open messages, reply, create tasks from them and mark them as processed.

Opened from the menu, the page starts on the Unprocessed tab; All and Processed hold the rest. A number next to the menu item shows how many unprocessed emails you have.

Search and filters

• The search box looks in the sender, the recipient, the subject and the message body.
• Filters narrows the list by account, attachment, read status, sentiment (positive, neutral, negative) and date.
• Refresh fetches new mail right away.

Opening an email

An email you open is marked as read. To come back to it later, click the Mark as unread icon. The AI Summary button gives you a short summary of the message.

The email page has these tabs:

• AI – analysis of the message: sentiment, topics, keywords.
• Chat – an internal conversation about the email with your colleagues.
• Tasks – tasks linked to the email.
• Threads – the other messages of the same conversation.
• Files – the attachments.

At the bottom of the page you can reply, create a task and add a note, then close the email with Finish processing.

Who sees what?

The page belongs to the CRM module. Everyone sees only the emails of mailboxes where they are listed as responsible in the team settings.