Triage new work in Intake review

A new inquiry arrives while your team is busy with existing customers. Intake review at /admin/inbox puts incoming items and follow-ups in one queue, so someone can find the source and take the next step before it is forgotten.

Work through the queue

1. Find the item

   Start with All, or choose the screen's Leads, Contacts, Chat, Tasks, Proposals, Partners, Coworkers, or Actions filter. Use Search the queue to narrow the visible items by name or text.

2. Open its source

   Select a row to open its record. Read the customer context and decide the follow-up there; Intake review gathers the items, while the owning screen holds the full details.

3. Finish or review

   You can complete a task or mark a contact reviewed from its row. Choosing Approve on an action opens its exact review in Work, where you inspect the target and proposed change before deciding. Other items continue in their own record.

4. Check the result

   The completed task or reviewed contact leaves this queue. For a proposed action, check Approvals and its recorded result before repeating it.

For example, Northline Roofing can open a new website inquiry, read the linked contact and conversation, then reply from Conversations. If the team records a follow-up task, it remains visible in Work until it is completed.

Coworker work appears when its creator saved an Inbox task bridge. The queue shows that work once rather than repeating its bridge as a separate task. Pending actions use their recorded title, explanation and urgency, and open the exact approval in Work.

Choose the right starting place

Today ranks the decisions and commitments that need attention now. Intake review groups incoming items by type, including work that may not be urgent yet. Use Conversations when you are ready to read a thread and send a reply.

What to check

• If the list looks empty, clear the selected filter and search before concluding that the queue is clear.
• Choose Refresh for a new read. If it fails, the last loaded list may remain on screen; use the shown error and retry before treating its counts as current.
• A failed source read makes the queue unavailable; an empty list is not substituted for missing evidence.
• An action's Approve control takes you to Work for exact review. Confirm the recipient, content and result there rather than assuming the row click executed it.