How do the unified inbox, pipelines and saved views work?

The Conversations page is one unified inbox for every connected channel (social media, email, SMS and more), so you can talk to people from one place. The AI also sorts your messages and tells you which ones you need to respond to.

At the top is a pipeline switcher, and moving someone to a different stage takes one click. The panel on the right can be customized with custom tabs and custom sections that hold your own custom fields.

The tabs along the top are saved views. Set your filters and save them as a view, for example one for clients, one for leads and one for demos. You can have as many views as you want, and saved views work the same way across the whole system.

The same views appear on the Contacts page, where you can switch between table views and a Kanban pipeline view, and group, filter and sort, for example by pipeline stage with collapsible groups. Select everyone in a group to send them all an email or SMS, assign them to an AI agent to work, or start the built-in power dialer with voicemail drop, which uses the built-in web phone. You can also do all of this by telling the AI assistant what you want.