Overview
The Campaign Inbox is your workspace for reading and replying to synced Primary and SDR mailbox emails for the selected client. Use tabs, filters, and AI triage to sort replies, then compose or reply without leaving the page. The template picker pulls from both your Inbox templates and your SDR Disposition templates (from Settings > Email Templates), so call follow-up and hand-off templates are available alongside your standard replies. You can keep multiple compose windows open at once: they shrink to fit side by side, scroll horizontally when needed, and you can drag title bars to reorder them. Minimize any window to a bottom bar, click its header to bring it back, and switch between drafts without losing your text. The Compose button stays visible in the top bar even when a compose window is open, so you can always start a new message.
How to use this page
Pick a client and scan the inbox
Choose the client in the global switcher at the top right. The Inbox tab shows unread replies by default. Use Email Account, Email Category, Contact Status, and Mailbox Type (Primary vs SDR) to narrow the list. Search matches subjects, senders, and linked contacts. If the inbox cannot load, an inline error appears with a Retry button instead of a stale or empty list, so you always know the list is live.
Open a message and triage it
Click a row to read the full thread on the right. Star messages, set inbox category, update contact status, or edit the contact follow-up date inline. Run AI Triage on new replies, then apply suggested actions (create contact, set status, set follow-up). Use Reply or Forward in the detail pane for in-thread responses. If a star, trash, or category change cannot be saved, you get an error toast and the row stays as it was, so a failed action never looks like it worked.
Compose a new email
Click Compose in the top bar (or Compose email on an empty inbox). A floating compose window opens below the top bar, so the Compose button stays visible and accessible at all times. Pick the From account, add recipients, subject, and body. If you try to send without a recipient or without a message body, a toast tells you exactly what is missing rather than silently doing nothing. The Insert template dropdown shows both your Inbox templates and your SDR Disposition templates (labeled 'SDR Disposition') from Settings > Email Templates, so call follow-up and hand-off templates are available alongside your standard message templates. Attach files and preview the signature before Send or Save Draft.
Work with multiple compose windows
Click Compose again to open another window alongside the first. Each window stays independent: opening a second compose no longer minimizes the others. When several windows are open, they automatically shrink so more fit on screen, and the bottom tray scrolls horizontally if needed. Drag a compose title bar (grab cursor) onto another window to reorder them; the rightmost slot is the newest. Use the minus icon to minimize a window to the bottom tray, click its header to restore it, and use X to close. Minimized windows keep your draft text so you can switch between emails safely. The compose area is capped to stay below the inbox top bar, so the Compose button remains clickable even when a window is maximized.
Use other tabs and bulk actions
Switch to Needs Follow-up, Maybe Later, Starred, Sent, or Drafts. On Sent, toggle Hide Campaign Emails to focus on manual replies. Select multiple rows to star, trash, mark read/unread, or bulk-set category. Moving messages to trash in bulk asks you to confirm first. If a bulk action only partly succeeds, a toast reports how many of the selected messages failed and the list refreshes so it reflects what actually changed. Open saved drafts from the Drafts tab to resume in a compose window; deleting a draft confirms with a success or error toast.
What the buttons do
- Compose
- Opens a new floating compose window. Stays visible in the top bar even when a compose window is open.
- Insert email template
- Dropdown in the compose window that lists all available templates. Shows both Inbox templates (ResponderTemplate) and SDR Disposition templates (DealDispositionEmailTemplate, labeled 'SDR Disposition') merged together. Picking one fills the subject and body of the compose window. Manage templates link opens Settings > Email Templates.
- Manage templates
- Link beside the template dropdown that opens Settings > Email Templates in a new tab, where you can edit both Inbox templates and SDR Disposition templates.
- Inbox / Needs Follow-up / Maybe Later / Starred / Sent / Drafts
- Tab filters for different message queues. Counts appear on tabs when applicable.
- Hide Junk
- Hides junk and internal categories from inbox-style tabs.
- Mark as read
- When checked, opening a message marks it read automatically.
- Run Triage
- Runs AI classification on the open inbound message and suggests contact actions.
- Reply / Forward
- Opens an inline composer in the detail pane for the selected thread.
- Retry (inbox error)
- Appears in the inline error panel when the inbox cannot load. Re-runs the fetch so you are never left staring at a stale or blank list.
- Bulk actions (star / trash / mark read / category)
- Act on selected rows at once. Bulk trash asks you to confirm first. If some messages fail, a toast reports how many and the list refreshes to show the real result.
- Send / Save Draft / Attach / Discard
- Compose window actions. Send blocks with a toast if there is no recipient or no message body. Save Draft persists to the Drafts tab; Discard closes the window.
- Minimize (minus icon)
- Collapses the compose window to a bar at the bottom without losing your text.
- Compose title bar (drag)
- Drag onto another open compose window to reorder. Rightmost window is the newest slot.