Inbox

The Inbox is where conversations live. The left list orders contacts by their latest activity, with unread indicators; the right pane shows the selected contact’s thread.

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One thread per contact

A thread mixes channels in time order: the WhatsApp back and forth, AI call summaries with their outcome badge, and emails. Filter to a single channel with the icons top right, or keep All to see the whole story. Opening a conversation lands you on whichever channel the latest message came in on, so an email reply opens the email thread rather than an empty WhatsApp tab.

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Finding a conversation

Search matches the contact’s name, phone and email — and the name of whoever owns the lead, so typing a colleague’s first name narrows the list to their conversations. Every row shows the owner beside the contact’s name, so you can tell whose lead it is without opening it.

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Replying

Type in the thread to answer on WhatsApp from the contact’s owner number, or switch to the email composer to answer an email thread on the address it came in on. Replies you send by hand are just messages; they do not re-trigger automations, and they skip the sending queue so they go out immediately. What the contact’s reply DOES do is stop automation: queued automated messages for that contact are cancelled the moment an inbound message arrives, so nobody gets a robot follow-up mid-conversation. The pause lasts a configurable number of days, and an individual trigger can be set to ignore it when the contact explicitly asked for the thing. Place call in the thread header starts an AI call without leaving the inbox.

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The dots

Each conversation carries a small dot on the right. There are two, and they mean different things. A grey dot means that contact wrote to you since you were last in the Inbox. It shows once and then goes quiet: every grey dot clears when you leave the Inbox, so coming back only ever marks what is genuinely new. You never clear one by hand, and they cannot pile up. A green dot means you pinned that conversation because you want to get back to it. Click the dot on any row to pin it, click a green dot to unpin. It stays until you unpin it. Pinned conversations keep their normal place in the list, ordered by latest reply like everything else, and they never drop off the bottom no matter how much newer traffic arrives. Pins are yours alone — pinning does not pin for your colleagues, and theirs never show on your list — and the same green dot appears on the contact page, in Contacts, in Activity and on deal cards, so a conversation you pinned is flagged wherever you run into it. Outside the Inbox and the contact page the dot only reports; you pin and unpin from those two. The grey dot is specific to the Inbox.

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Muting a conversation

A contact you have muted on their contact page never appears in this list, never lights the unread dot and never sends you a notification. Nothing else changes: you can still message them, their replies still land on their timeline, and they are still there in Contacts when you go looking. Unmute and they come straight back.