Inbox Agent · Guide
Use reply templates and saved views
Keep your best wording as templates, and save the list filters you use every day as views your team can share.
Step by step
Open Inbox Agent, then the Templates tab, and add the wording you reuse.
On a drafted reply, press Use a template to put a template into the reply.
On the list, set the filter you want, then open Views and press Save this view.
Your team sees the saved view too. The AI PM and Billing agents have the same tabs.
Good to know
- Every reply still waits for your approval before it is sent.
About the Inbox Agent: what it does, step by step.
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Related guides
- Check and send a drafted replyThe Inbox Agent sorts each client email by what it needs and drafts a reply from your live project data. You read it and send it.Inbox Agent → Needs you
- See an agent's report and full historyEach core agent has a report of its work over time and a history of every action, which you can download.Inbox Agent → Reports