- Write a subject and rich-text message
- Use the configured office sending identity
- Add and download attachments
- Save and reuse email templates
- View available email message analytics
Client Communication
One inbox for the conversation and the work behind it
Read the full client thread, reply through the right channel, and handle documents, signatures, tasks, appointments, payments, forms, portal access, and follow-up without leaving the contact.
Keep supported channels in one client conversation
The selected-contact thread preserves the channel, direction, status, timestamp, message body, and attachments needed to understand the exchange.
SMS and MMS
- Send and receive contact-linked SMS
- Add an image to send MMS
- See message length, encoding, segment, and credit estimates
- Save and reuse SMS templates
- See delivery status updates in the thread
WhatsApp and notes
- Reply through WhatsApp when the contact and office channel allow it
- Add supported WhatsApp attachments
- Write an internal note that stays with the conversation
- Keep client-facing messages separate from internal context
Write, schedule, translate, and reuse
The composer includes the practical controls your team needs when the reply is not a one-line message.
Draft tools
- Switch between email, SMS, WhatsApp, and internal note
- Attach files with the file picker or drag and drop
- Schedule email or SMS for a future local date and time
- Translate a draft into English or Spanish
- Insert a client portal link
- Insert a direct booking link for an active appointment type
Conversation tools
- Summarize the conversation with Inbox AI
- Translate an individual message into English or Spanish
- Reset a message to its original text
- Download message attachments
- Load older messages and jump back to the latest reply
- See realtime delivery-status changes
Turn the conversation into the next client action
The action panel opens the workflows that commonly begin while your team is already talking with the client.
Documents and signatures
- Open the client's document workspace
- Upload files and manage folders
- Move files between folders
- Send and review document-request packets
- Send documents for e-signature
- Review e-signature document history
Tasks and appointments
- Create a task linked to the contact
- Choose its board, assignee, priority, and due date
- Add subtasks and calendar sync
- Review the contact's tasks
- Create, edit, cancel, or update appointment status
- Open a task in the Tasks workspace
Payments and client requests
- Charge through Stripe when connected
- Send a payment request or quick payment link
- Create an invoice around an outstanding balance
- Start recurring billing setup
- Send a form to the contact
- Introduce the contact to a partner
Keep the contact record beside the conversation
The selected contact determines which thread and actions are in view, keeping client-specific work attached to the correct record.
Contact context
- View and edit contact details
- Open contact activity history
- See household context and move between household members
- Review office notes
- Add a new note with author and timestamp
Portal access
- Send a client portal magic link by email or SMS
- Send a Sofia voice PIN setup link by email or SMS
- Use the delivery method available on the contact
Triage the queue before opening every thread
Inbox distinguishes the full contact list from conversations waiting on the office.
Needs Reply
Switch to the Needs Reply view, see its current count, and identify contacts waiting for an office response.
Handled controls
Mark one conversation handled or select multiple visible conversations and mark them handled together.
Search and live updates
Search inbox contacts, see unread counts and recent activity, load more contacts, and surface contacts updated by new events.
Designed for desktop and mobile workflows
The desktop layout uses a contact panel, conversation, and actions inspector. On smaller screens, those areas become a focused contact list, conversation view, reply sheet, and action view.
Client PortalSend access and booking links while keeping portal messages connected to the contact.
TasksTurn a client conversation into assigned office work.
Appointment SchedulingCreate appointments or send the right public booking link.
Keep the client conversation connected to the work
Bring messages, notes, files, tasks, appointments, payments, signatures, forms, and portal access into one contact-centered Inbox.