Inbox

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. 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.

How to use this page

1. 1
   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.

2. 2
   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.

3. 3
   Compose a new email

   Click Compose in the top bar (or Compose email on an empty inbox). Pick the From account, add recipients, subject, and body. Insert a template, attach files, and preview the signature before Send or Save Draft.

4. 4
   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.

5. 5
   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. Open saved drafts from the Drafts tab to resume in a compose window.

What the buttons do

Compose

Opens a new floating compose window. You can open several at once.

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.

Send / Save Draft / Attach / Discard

Compose window actions. 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.

Common questions