Inbox & workflows
9 articles in this collection.
Capture leads, demo requests, and callbacks
Collect only the details needed for a useful next step, then keep the request and conversation together.
Configure demo booking, callbacks, and meeting locations
Connect a healthy calendar, configure hosts and meeting types, then verify that visitor confirmations match persisted events.
Connect calendars, CRM, Slack, and Microsoft Teams
Connect supported tools for scheduling, CRM follow-up, lead notifications, bookings, callbacks, and handoffs.
Connect HubSpot, Pipedrive, Attio, or Brevo
Connect a supported CRM, choose the destination behavior, and verify a qualified lead or booking end to end.
Connect Outlook and configure Team Inboxes
Connect Microsoft, choose a mailbox and From address, then configure visibility and routing for a shared inbox.
Create automation rules for messages, routing, and tags
Choose a trigger, narrow it with conditions, add ordered actions, and test the rule before enabling it broadly.
Human handoff, ownership, and conversation context
Move a conversation to a teammate with the messages and useful context intact.
Invite teammates and understand admin access
Invite people with the right role and inbox access, then keep administrative permissions limited to the people who need them.
Manage website conversations in the shared inbox
Use one workspace for visitor messages, ownership, notes, AI context, and human replies.