π§ Find the conversation you need
- Search by name, phone number or email.
- All shows every conversation, newest first.
- Unread shows conversations where the leadβs reply is the latest message and nobody has opened it yet (last 30 days).
- Mine shows conversations youβve texted or that were routed to you.
- A blue dot marks an unread conversation. The number on the Inbox tab counts them.
- Opening a conversation marks it read. Mark all read (the double tick) clears the whole list for everyone, so use it with care.
π¬ Reply without leaving the dialer
Click a contact to open the whole conversation, texts and emails together, grouped by day.- Text sends from the leadβs texting line. The line is shown next to the box (βFrom your line β¦β or βFrom team line β¦β). See Texting lines for how itβs chosen.
- Email sends from your company email. Itβs greyed out when the contact has no email address.
- Enter sends. Shift + Enter adds a new line.
- Call rings the lead from the dialer.
- Open full contact opens their complete record in a new tab.
Email replies donβt come into the Inbox yet. When a lead answers an email,
the reply lands in your company email inbox. Emails you send are shown in the
conversation.
π± On a phone or small screen
The list shows first. Tap a contact to open the conversation, and use the back arrow to return. The contact card is hidden on narrower screens; Open full contact is always a click away.π Who sees what
Each reply is routed to one rep. It shows under their Mine filter, and they get the notification. Everyone with Inbox access can see All. See Where replies go.π§― If something is off
A lead replied but it's not in the Inbox
A lead replied but it's not in the Inbox
The number they replied to isnβt sending replies to AI Sync. Run the
two-minute test.
"No texting line set up"
"No texting line set up"
Thereβs no A2P-linked number to text from. See
What counts as a texting line.
The unread count doesn't match what I see
The unread count doesn't match what I see
The count covers the last 30 days, and a conversation stops being unread when
anyone opens it or you reply. Refresh with the circular arrow at the top of the
list.