Inbox

Triage leads, messages, tasks, and staged actions that still need a person.

Updated September 4, 2026 2 min read

Inbox is the triage surface at /admin/inbox. It collects work that arrived and still needs a human decision: a new lead, a contact import row, a chat handoff, a task, a proposal, a partner application, coworker output, or a staged action.

Filters

The list can be narrowed to one kind:

Leads
Contacts
Chat handoffs
Tasks
Proposals
Partners
Coworkers
Actions

All is the default. The counts follow the live inbox.

What to do with a row

Open the row to reach the record it belongs to. From there you reply, accept, reject, or assign, using the same services the rest of the workspace uses. Inbox is a queue over those records.

Refresh reloads the inbox without leaving the page. If the read fails, the last good list stays until a successful refresh replaces it.

How it relates to Today and Conversations

Today ranks the most urgent subset across the whole workspace, including some of the same work. Conversations is the place you actually reply to a thread. Inbox is the catch-all for new items that have not been worked yet. Use Today to start the morning, Inbox to clear intake, and Conversations when you are answering someone.