The inbox is your communication hub - a powerful way to connect with your clients and keep your firm’s conversations organized. It’s designed to be simple for everyday use, but layers in advanced features as you need them.

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Your inbox at a glance

Inbox overview with numbered callouts
1

Inbox selector

If you have multiple numbers in your workspace, you’ll see them listed here. Toggle between them to switch which inbox you’re viewing.
2

Calls and texts tabs

Jump between your call history and text conversations with a single click.
3

Start a new conversation

Click here to begin a new text conversation with a client or contact.
4

Message actions

Each message and call has actions available - use these to access advanced features like linking conversations, assigning to team members, or marking as important.
5

Message composer

Write your message here. You can add media (images, documents, etc.) to make your messages more engaging.
6

Side menu

View the connected client record and jump directly to your CRM if you have an integration enabled.

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Start simple, grow as you need

You can use the inbox for straightforward texting and calling right away. When you’re ready, explore features like:
  • Group messages: Send to multiple people at once
  • Start workflow: For Wealthbox integrations, can kick off workflows from your inbox
  • Create task: For some CRM integrations, can create a CRM task right from your inbox
  • Set reminders: Don’t forget to followup with your people by settings a reminder
  • Schedule messages: Write the message now, but send it later
The inbox grows with you - use what you need today, discover more when you’re ready.