The Inbox

Triage, archive, send, tag, save templates

The inbox is your daily-driver triage view. Every conversation (email or SMS) shows up as a row. Click into one to see the thread + reply.

Triaging

• The conversation list is sorted by most recent activity. Use ↑ / ↓ keys to navigate.
• Unread conversations show a navy left-edge bar.
• Each row shows: channel icon (email or SMS), SMS-eligible icon (green check or slate cross), company name, contact name, stage pill (NEW_LEAD / HOT_NEW_LEAD / QUOTED / etc.), last message preview, and time since last activity.
• The right pane shows lead context: contact info, stage, tags, recent notes.

Archiving

Done with a conversation? Archive it. Two ways:

• Click the archive icon (📦) in the thread header
• Press E while a conversation is selected

Archived conversations disappear from the list and the next conversation auto-selects. Archive is reversible (the data isn't deleted), but there's no UI to un-archive yet.

Sending a message

The composer at the bottom of the thread:

• Toggle channel: Email or SMS
• Subject (email only, hidden on replies)
• Textarea (⌘+Enter sends)
• Note button: log an internal note instead of sending
• AI Draft button: ask Claude to write a reply draft
• Send button: primary action

Templates dropdown

Click Templates ▾ below the textarea to see your saved canned responses for the current channel. Click one to insert it — variables like {{contact.business_label}} get pre-resolved with the current lead's data.

To save a new template: write a message in the textarea, click + Save current as template, give it a name. Manage existing templates at /settings/templates.

Disposition dropdown

Click Disposition ▾ to apply a disposition tag. The button shows the active tag (with its color) when one is applied. See the next article for what tags do.