Core Workflows
Use The Inbox
Handle conversations, follow-ups, and inbound replies without losing routing context.
What the inbox is for
Use the inbox to manage active conversations, inbound requests, and follow-ups without losing sender identity or prospect context.
Operational habits
- Confirm the sender account before replying or scheduling a follow-up.
- Use archive and silence intentionally so active work stays visible.
- Retry only after understanding whether the failure came from routing, account auth, or platform behavior.
- Review inbound request trays separately from active recipient conversations.
Common dependency
If inbox actions are unavailable or incomplete, revisit social account setup first.