Before you begin
- Connect a mailbox under Integrations → Email Integration
- Phone & SMS must be connected before Messages can show SMS conversations
- Pro plan may be required to connect a personal Gmail or Microsoft 365 mailbox
Open Inbox
Click Inbox in the sidebar at /dashboard/inbox.
Queues and folders
- Awaiting your reply — they emailed last
- Hot leads — unread inbound conversations linked to contacts or leads
- Waiting on them — you sent last and no reply has arrived
- Unlinked — inbound messages not yet connected to a record
- Folders — Inbox, sent, archived, and other mailbox views when available
What you should see
Connected conversations should appear in the list. When a thread is linked to a contact or lead, replies and activity should also appear on that record timeline.
Common issues
- Inbox empty — confirm mailbox connection, filters, and initial sync
- Cannot send — connect email, check plan limits, or use a workspace sender
- Messages tab empty — connect Phone & SMS first
- Thread not on timeline — link the conversation to the correct contact or lead