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Learn homeLeads & inbox · 2/7

Inbox (Conversations)

Unified inbox for email, SMS, social, and internal threads.

Modules4 min readinboxconversationssmsemail

Inbox

Route: `/conversations` (sidebar: Inbox).

Unified threads across email / SMS / social / internal notes.

Daily workflow

  1. Triage unread — reply or convert to a Lead
  2. Log internal notes for Matt / techs (handoff context)
  3. Create a Task if follow-up is needed later

Channels

  • Email — works when SMTP is configured; otherwise demo logging
  • SMS — Twilio when env set; stubs without keys so training still works
  • Social — connected accounts when Meta OAuth is live

Handoff

When the customer is ready to book, send them the public booking link or create an Appointment — don’t leave booked leads only in chat.

On this page
Daily workflowChannelsHandoff
Path checklist
  1. 1. The growth loop
  2. 2. Inbox (Conversations)
  3. 3. Leads (Contacts)
  4. 4. Forms
  5. 5. Pipeline
  6. 6. Booking & handoff
  7. 7. Sequences & Campaigns
Related
  • Leads (Contacts)
  • The growth loop