Inbox Management
Inbox Management triages every message in the connected mailbox by category, drafts replies for routine threads, and surfaces only the messages that genuinely need the owner.
Tier · Pro Specialists · Support + Customer Success + Business Ops Status · Roadmap
What you ship
Triage, draft replies, surface only what needs your eyes.
The steps
- Read: connected mailbox, owner-defined categories, prior owner replies for voice match
- Triage: category and recommended action per message; spam and noise dropped
- Draft: reply suggestions for routine categories the owner can send in one click
- Escalate: surface threads that need owner attention with full context
Where it fits
This playbook ships on the Pro tier and runs across Support + Customer Success + Business Ops. The CEO triggers it from a single owner instruction — see triggering playbooks for how that selection happens.