Overview
Inbox brings the selected client's inbound and sent mailbox activity into one workspace. Use the folder tabs, mailbox and message filters, search, contact status, and inbox category to find the right conversation. Open a message to review its thread, attachments, and original formatted body. Embedded images referenced inside Gmail messages load in the message preview through the current authenticated client context, so older synced emails can display their original logos and graphics without changing the delivered message. Depending on your role and mailbox access, you can reply, forward, draft a new message, run AI triage, update workflow fields, or move the conversation into a follow-up view. The Contact Follow-Up column keeps Asked for Info dates on the exact selected calendar day across display and editing, while other timed workflows retain their normal timezone behavior. Reply and compose senders are resolved inside the selected client, so a stale mailbox or message from another client is rejected instead of being sent.
How to use this page
Choose an inbox view
Use Inbox, Needs Follow-up, Maybe Later, Starred, Sent, or Drafts to focus the message list. Unread, follow-up, and draft counts appear in the tab labels when available.
Narrow the message list
Filter by email account, email category, contact status, and Primary or SDR mailbox type. Search by email or contact text. Hide Junk removes common automated categories from the general inbox, while Sent can hide campaign email activity so direct mailbox work is easier to review.
Open and read a conversation
Select a row to open its detail panel. Review sender, recipients, date, mailbox, thread history, downloadable attachments, and the formatted message body. Gmail images embedded by Content-ID appear inside the body when the source image is available, including messages synced before inline-image details were stored.
Review triage and workflow context
Use the inbox category, contact status, AI Triage result, and History to understand how the message was classified. Re-run Triage when the available classification should be reassessed. Changes are recorded in the message history when supported.
Review or edit the contact follow-up date
For a linked contact, use the Contact Follow-Up column when your role allows editing. If the contact is Asked for Info, the selected calendar day remains unchanged across Inbox, Contact Detail, Follow-ups, SDR Hub, and exports. The date editor also opens on the intended day for older Asked for Info records.
Reply or forward
Select Reply or Forward, confirm the sending mailbox and recipients, choose a template when useful, write the message, review the signature, and attach files as needed. Sending uses a short Undo countdown so you can cancel an accidental send before dispatch.
Compose a new message
Select Compose to open a separate draft window. Choose the sender, add recipients, write the subject and body, and use an approved template or attachment when needed. Saved drafts remain available from the Drafts tab.
Move through the inbox efficiently
Use the row checkboxes for available bulk actions. After opening a message, the Up and Down arrow keys move between rows, and Delete or Backspace moves the selected message to trash when your role permits it.
What the buttons do
- Inbox / Needs Follow-up / Maybe Later / Starred / Sent / Drafts
- Switches between message workflow views, sent mail, and saved compose drafts.
- Compose
- Opens a new message draft using an available selected-client sender mailbox.
- Reply
- Opens a reply composer for the selected conversation and sends only through an available mailbox assigned to the selected client.
- Forward
- Opens the selected message in a forward composer with editable recipients.
- AI Reply
- Drafts a response from the selected message and available client context when the action is available.
- Re-run Triage
- Runs inbox classification again for the selected message.
- Star
- Adds or removes the conversation from the Starred view.
- Mark as read
- Controls whether opening messages automatically clears their unread state.
- Hide Junk / Hide Campaign Emails
- Hides common automated inbox categories, or campaign activity in Sent, without deleting messages.
- Close
- Closes the message detail panel and returns to the full list.
- Contact Follow-Up
- Shows and, when permitted, edits the linked contact next step. Asked for Info dates keep the exact selected calendar day.