Overview
This inbox page at /platform/email/inbox lets you read synced messages for the selected client, filter by mailbox or category, and compose or reply. Its composer uses a message dialog with Cancel and Send.
How to use this page
Choose a mailbox and view
Select a client in the sidebar, then choose Account. SDR mailboxes show the names of active or paused campaigns assigned through Campaign settings > SDR inbox. Primary mailboxes show Shared inbox; hover to see linked campaign names when available. An optional nickname can appear beside either type. Open Inbox, Campaign replies, Sent, Starred, Trash or All mail, or expand AI categories and choose a category. The heading shows the selected category. Select that category again to remove its filter. Account search also matches optional nicknames and campaign names, including the names behind Shared inbox. Focus the dropdown and press Enter, Space or an arrow key to open it. Use Up and Down to move through choices, then Enter or Space to select. Home and End move to the first or last choice when an option has focus. If a search field appears, type to filter and press an arrow key to reach the choices. Escape closes without changing the selection and returns focus to the button. Tab closes and moves on. Reopening clears the search.
Search and sync
Enter text in Search emails. Press Enter to search immediately. Clear filters resets the view. Select Sync to check for new messages when an inbox account is available.
Read a message
Select a message to read its sender, recipients, date and body. Follow its Contact or Campaign link when shown. Select an attachment to download it. Related thread messages appear below the message. On a narrow screen, the opened message appears below the message list; scroll down to read it. The empty reading pane stays hidden until you open a message.
Compose or reply
Select Compose for a new message, Reply for the selected email, or AI Reply for a draft to review. Check From and recipients, add Cc or Bcc if needed, then enter Subject and Message and choose Signature. Select Send when ready. A recipient, subject and message are required.
Close an unsent message
Use Cancel or Close to discard the open composer. This dialog does not save a draft for later. Clicking outside keeps it open when the message body has text.
Organize messages
Use the star beside a message to mark it. Archive removes a message from the inbox view. Delete moves it to Trash.
What the buttons do
- Account / From / Signature
- Choose the inbox filter, sending mailbox or signature. Account shows up to two pills beside the selected address, with +N for the rest; open it to see all pills. SDR campaign names come from campaign inbox assignments. Primary mailboxes show Shared inbox; hover to see linked campaign names when available. Optional nicknames and Assignment needed can also appear. These labels identify mailboxes; they do not filter messages by campaign. Long dropdowns provide search; Escape closes search without changing the selection.
- AI categories
- Expand or collapse the category choices. They start collapsed when no category is selected. Choose a category to filter the inbox, or select it again to remove the filter. Collapsing the choices does not clear an active filter.
- Search emails / Clear filters
- Find messages and reset the active filters.
- Sync
- Checks connected inbox accounts for messages.
- Compose / Reply
- Opens a new message or a reply dialog.
- AI Reply
- Prepares a reply for review in the composer. You still choose Send.
- Send
- Sends the completed message from the selected mailbox.
- Cancel / Close
- Discards the open composer.
- Archive / Delete
- Archives the selected message or moves it to Trash.
- Star
- Marks or unmarks a message for the Starred view.
- Manage assignments in Campaign settings > SDR inbox
- Employees only. Opens Campaigns. Open a campaign and select Campaign settings to review its SDR inbox assignment.