Work the conversation inbox

Review, assign, mark, and reply to customer conversations. Replies and assignment/read state are recorded on the correct tenant conversation with safe…

Status: Draft, not yet re-verified
Who can do this: Organization owners, Managers, Staff
Required access: email.direct.send
Where in PositiveForm: /inbox

"Copy for AI" puts the full Markdown of this page on your clipboard. Paste it into ChatGPT, Claude, or any assistant and ask it to walk you through the steps.

Who this is for

Staff working inbound conversations for the active studio.

You need email.direct.send (and a connected email channel).

Before you begin

Email connection setup when needed (Connect and verify Resend).

Steps

Open Inbox (/inbox).
Use filters: All, Unread, Triage, Unassigned, Mine.
Adjust Unread notification frequency when needed.
Open a conversation from the Conversations list.
Assign, mark, or Reply by email, then confirm the thread reflects the change.

Expected outcome

Replies and assignment/read state land on the correct tenant conversation.

Screenshots

Recovery

If the list is empty, confirm the email connection and that traffic has arrived. Filters can hide open work; try All.

Connect and verify Resend — email connection.
Review a lead record — lead context.