Unified Inbox

Manage all inbound messages from Email, WhatsApp, and Chatbot in one place.

5 min readInbox & Channels

The Unified Inbox aggregates all inbound conversations — regardless of channel — into a single feed. Your team can reply, assign, and collaborate without switching tools.

Channels in the inbox

  • Email replies (from all connected mailboxes)
  • WhatsApp messages (via connected number)
  • Chatbot conversations (from embedded widget)

Inbox views

  • All — every conversation across channels
  • Mine — conversations assigned to you
  • Unassigned — conversations waiting for a team member
  • AI-handled — conversations the AI is managing autonomously
  • Escalated — conversations the AI has flagged for human review

Conversation actions

For each conversation you can: Reply manually, Let AI suggest a reply, Assign to a team member, Move to a different stage, Add a note, Mark as resolved, or Escalate.

AI Suggestions

In any conversation, click "AI Suggest" to have the AI Sales Agent generate a reply draft. You can edit it before sending. The AI uses your full knowledge base and the conversation context.

Use the "Escalated" filter at the start of each day as your priority queue — these are leads the AI has flagged as needing a personal touch.

Was this article helpful?