The Smart Inbox brings a contactâs calls, messages, emails and notes into one conversation.
Open a contact or start a message
Select a conversation, find the person in Contacts, or use the TalentLynk icon beside their name in your supported CRM to open their profile. You do not need to call them first.
Choose Email, SMS or WhatsApp in the message editor. The available channels depend on your account and sending number. Use Emails in TalentLynk or Using WhatsApp for channel-specific steps.
Use the two filters
The conversation filter, above the list on the left, controls which conversations appear.
The messages filter, at the top of the open conversation, controls which items appear inside it.
Choose All Messages to see calls and AI notes together. The messages filter keeps your selection when you switch contacts. Use the star to mark important conversations.
Refresh contact details
Select the refresh icon beside the contactâs name to pull their latest details from the CRM. This refreshes the contactâs details; it does not resend a missing activity to the CRM.
Find an archived conversation
Find the person in Contacts, or open their profile using the TalentLynk icon in your CRM.
Open their conversation. Use the three-dot menu near the star and select Unarchive.
Archiving hides a conversation from your active inbox; it does not delete its history.
Calls and shared lines
Use the contactâs Call button or the dialler to make a call. For shared-number missed calls and assignments, see Handling missed calls on mainlines.