Inbox

The Inbox shows every client email delivered to your workspace's inbound addresses (see Email setup). It is where enquiries arrive and where you reply.

What you can do

• Search ("Search emails…") across sender, subject and body.
• Refresh to fetch new mail.
• Open a message to read its full body (this marks it read).
• Star a message so it stays easy to find.
• Delete a message (it is flagged as deleted and hidden).
• Reply from the workspace address. Replies are sent through Resend, recorded in sent mail, and counted for usage.
• Compose a new email.

How incoming email is filed

When a message arrives, the app stores it and then tries to attach it to a quote:

1. If the subject contains a quote number (for example Re: Quote QN-2026-014) it is filed against that quote.
2. Otherwise, if the sender is a known client (their address is on a client record), it is filed against that client's most recent quote.
3. Otherwise it is kept in the Inbox as a new enquiry and attached to nothing. It is never attached to an unrelated quote.

When a message is attached to a quote, the client's text is added to that quote's conversation history, the quote's last-contact date is updated, the conversation's status becomes incoming (so the quote is Hot in Follow-ups), and any older AI draft is cleared so a stale draft is never shown for a new message. If AI is enabled for the workspace, a fresh draft reply is prepared for review.

AI actions on an email

Select an email and choose Generate AI Actions. You get:

• Summary – a short summary of what the client wants (with Approve Summary).
• Lead Gen Quote Extracted – client details and line items found in the email, matched against Master Data.
• Drafted Auto-Reply – a reply written for you to edit and send (Approve & Open Draft).

From the extracted quote you can Create Quote Now (one click: the client and quote are created, items are filled from the catalogue, and the email is linked) or Review in Form to adjust it first. See Lead generation.