New Centralized Inbox

You are here:
< All Topics

The Inbox is a centralized view of all your incoming communication (emails, texts, calls, voicemails), open tasks, and the chatbot conversations too.

Accessing the Inbox

On the left sidebar, click on Inbox icon.

Activities of the Inbox

You should be able to work exclusively from your aNinja Inbox.

From your Inbox items, you can:

Dynamic Inbox

The Inbox badge in the sidebar dynamically updates to show you how many Inbox items are available.

Concluded Tasks

  • Ultimately, all items of the inbox should be completed on daily basis. However, if that was not possible, you can report them to the next day. Just toggle all the remaining items of the inbox and click on future in the toolbar.
  • The Inbox badge in the sidebar will show a green checkmark when all your Inbox items are done!

Task Management

  • You can also bulk mark inbox items as done / not done.

  • Answering a Lead from the Lead view (send/reply to an email, or send/reply to text) will automatically mark previous inbox items of the same type (e.g. email/text) as done.

  • Admin users can view inbox items for other team users, as well as filter them by type.

Table of Contents