Introduction
The Inbox is your communication hub in SalesRevv. Every text, email and call with a client lives here, along with their bookings, purchases and notes. There's a lot to see at first, but it gets much easier once you get your bearings.
Inbox Categories
In the upper-left corner, under General, you'll find your inbox categories:
Engaged: Every inbound message, including texts, emails and calls if you use SalesRevv VoIP.
Unread: Conversations your team needs to respond to manually.
Favorites: Conversations you've starred.
Sent: Outbound messages the client hasn't replied to yet.
All: Every inbound and outbound conversation.
Closed: Conversations you've moved out of Engaged to stay organized.
Important: Your AI Assistant doesn't respond to conversations in Unread. Your team should monitor this section and reply to these clients themselves.
Closing a conversation doesn't delete or change anything. It just moves it out of Engaged. As soon as the client messages again, the conversation moves back to Engaged. Closing is optional.
Saved Views
Under Saved Views, you can save an inbox view you use often and give it a name. You can also create an inbox view from any Client List you've built, so you can see conversations for just that group.
Paused
The Paused section shows every client where Hailee is paused:
Outreach: Hailee's pipeline outreach is paused for these clients.
AI Replies: Hailee won't reply to these clients.
Check these numbers every week or two. If they start to creep up, your team may have paused Hailee and forgotten to turn her back on. Open the client and toggle Hailee back on.
Pro Tip for AI Captains: Pausing outreach should be rare. If the Outreach number keeps growing, your team may not fully understand what pipeline outreach does.
Filtering by Channel
You can also view only Text Messages, Emails or Phone Calls (if you use SalesRevv VoIP). To start a new text, select the client and write your message.
Client Engagement History
Open any conversation to see the client's full engagement history in one place: texts, emails, phone calls, logged notes, bookings and purchases.
Filter by type: Use Types in the upper-left corner to show only text messages, in-person logs or booking history.
Hide items from the timeline: If clients book many classes in advance, you can hide bookings so the timeline stays easy to read.
See who sent what: Each message is labeled and color-coded by type and sender.
When a message came from Hailee as part of a pipeline, you'll see the pipeline and step it came from. To change that script, click the pipeline name to go straight to it.
Conversation Actions
In the upper-right corner of a conversation, you can:
Favorite the conversation.
Mark it read or unread.
Close the conversation. It moves to Closed and the Engaged count goes down by one. Nothing is deleted.
Finding Conversations
Use filters and sorting to decide what to tackle first, such as your newest conversations or the ones that need a reply first.
Contacting Clients
At the bottom of the conversation, you can text, email, log a phone call or log a visit. You can also add emojis and variables, use templates and schedule messages.
Learn more:
Client Quick View
The right-hand side of the Inbox always shows a quick view of the client's profile, including their prospect type, contact information, types, tags, pipeline and details synced from your booking system.