01
Triage at a glance
Urgent messages, complaints, booking changes, payment updates, quote decisions, invoice requests, spam and sales pitches are highlighted as they arrive.
Smart Inbox Coming soon · Beta
An AI inbox that shows which messages need you first
Smart Inbox is an AI inbox that reads incoming customer emails and SMS replies, works out what each one is about and how urgent it is, suggests the next best action and prepares a draft reply for your team to review.
Coming soon: Smart Credits and Smart Features are currently in beta testing and are not yet available to buy. Everything described here reflects how they will work at launch.
The benefits, at a glance
- Understands and categorises inbound emails and SMS replies
- Identifies urgency and priority
- Suggests the next best action
- Prepares a draft reply for your team to review
- High-priority messages surfaced in Daily To Do
Inside smart inbox
02
Suggested actions and draft replies
In the AI inbox, each message comes with a suggested next step and a draft reply your team can review, edit and send in seconds.
03
Priorities in Daily To Do
High-priority customer messages appear in Daily To Do, so the conversations that matter most are never buried.
04
Your team stays in charge
Smart Inbox information stays attached to the original communication for a clear audit trail. Your team can always reply manually. Smart Inbox is powered by Smart Credits: one credit to understand and prioritise an incoming email or SMS, and one more when Pipeline drafts a reply for review. It can be switched on or off independently.
Explore the rest of Pipeline
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