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Use Inbox for Every Customer Follow-Up

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Inbox shows the customer thread, call record, recording, transcript, AI summary, and SMS composer.

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When to Use Inbox

Use Inbox whenever you need to understand what happened with a customer. Do not rely only on the call screen or memory. Inbox is the shared customer record.

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How to Use It

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  1. Open Inbox.
  2. Scan recent threads for missed calls, unread SMS, or new AI-handled calls.
  3. Open the customer thread.
  4. Read the AI summary first if available.
  5. Play the recording or read the transcript when the details matter.
  6. Reply by SMS for simple follow-up, or call back when the issue needs a conversation.
  7. Save or update the contact name if the thread is still anonymous.

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Practical Tips

  • Use search when a customer calls from the same number more than once.
  • Keep SMS replies short. If the reply needs more than a few sentences, call.
  • If a summary is missing right after a call, wait a moment and refresh. Processing can take time.