Inbox, Messages and Calls
What needs a person, the two-way thread list, and the call history.
Inbox is one place with three pages: Inbox (what needs a person), Messages (your text and email threads) and Calls (every call, with its outcome). A row of three tabs at the top switches between them.
Inbox: what needs a person
This page lists what landed on your business without being asked for, and nobody has looked at yet. At the top, one bar splits the two halves of the story. It reads, for example, "3 need you" against "Mani handled 5 today".
It has four sections, in the order they are worked:
| Section | What is in it |
|---|---|
| New leads | People who just came in. |
| Calls to finish | Calls your front desk could not finish on its own. |
| Waiting on you | Bookings that need a person to confirm them. |
| Mani needs your OK | Things Mani drafted and parked for you. Each row opens that exact card in Ideas, where you decide it. See Mani. |
Each section shows its first four rows, then See all. Tap a row to open it. Clearing every section is inbox zero, and an empty Inbox shows Mani with one line.
An Inbox that could not be read says so. It never shows as empty, because an empty page would tell you nothing needs you while a call sits unresolved.
If you have no number yet, the page says Mani answers once you have a number. with Set up a number.
Messages
Messages is the two-way thread list: texts and emails with your leads, one thread per person. Search by name or number with Search conversations. Two tiles at the top count Conversations and Unread. The Unread tile is hidden when unread state cannot be read, rather than showing a zero.
Open a thread to reply. A Text and Email switch picks the channel. Email is greyed out, with the reason beside it, until the lead has an email address on file and email is on for your workspace. A message Mani sent says Sent by Mani under the bubble.
Ask Mani to reply opens Mani with the request filled in. It never sends on its own: Mani reads the thread and drafts, and the draft comes back as a card you approve. Whether Mani may send without asking is set under Autopilot. See Mani.
A chip above the box says Texting on, or says what is holding texting back. Texting rules are on Texting, and registration is covered in Texting registration (A2P).
Calls
The full call history, with outcomes, search and an Analytics tab. Everything about it is on Calls and outcomes and Call analytics.