FAQ

Questions, answered plainly.

For the detail on how any part of the product works, the help center is open to everyone, no sign-in. If something isn't in either, get in touch, a real person replies.

Is this another inbox my team has to move into?

No. You keep Gmail or Outlook exactly as they are. InboxAgent works on the mailboxes you already have, there's no new workspace to learn and nothing to migrate.

Does this replace Zoho or HubSpot?

No. It works alongside them. The board is where leads live if you have no CRM, and a second view if you do.

Which CRMs and helpdesks does it connect to?

Zoho CRM and Zoho Desk, and HubSpot. One HubSpot connection covers both sides: a support email becomes a ticket, a reply becomes a note on it, and a sales inquiry becomes a contact and a deal, on every HubSpot plan including the free one. Zoho and HubSpot today, with more integrations coming. And if you don't use any of them, every lead still lands on your Leads board and everything else in Follow-ups, each with an owner.

We already use HubSpot, do we still need this?

HubSpot organizes what's already inside it. InboxAgent does the step before that: it sits on your shared mailbox, works out what each incoming email is, and creates the right thing in HubSpot, a ticket, or a contact and a deal, so what lands in HubSpot is already sorted. It makes the call at the front door; HubSpot gets clean data.

Do I need a CRM to use InboxAgent?

No. Leads land on the Leads board with the original email attached, and you work them there: stages, an owner, notes, a task with a due date. If you use Zoho CRM or HubSpot, leads go there too, and connecting one later changes nothing.

What is Follow-ups?

Everything that needs a person and is not a sale. You choose what lands there automatically: service requests to begin with, and invoices, renewals, automated notices, partnership approaches, job applications or legal notices if you want them. Anything else moves across in one click. Each one has an owner and is Open until you mark it Done.

Can I change the stages?

Yes. Rename, reorder, add and remove stages to match how you sell. New, Won and Lost stay fixed so nothing breaks.

Does a follow-up close itself when we reply?

No, and we are deliberate about that. A Microsoft 365 shared mailbox only keeps sent copies if your admin has enabled it, and a reply sent from someone's personal mailbox is invisible to us. Marking done is a click, and it is yours.

Can I attach files to a lead?

Not today. Paste a link to the document in your own storage into a note; links in notes are clickable.

Won't AI usage quietly balloon our invoice?

No, we've got you covered. Your price is flat: $20/month per organization plus $5 per additional mailbox, and that's it. There are no per-message, per-token, or per-resolution charges passed through to you, and a fair-usage cap means that if you ever approach the limit we tell you, we never let a surprise overage land on your bill. Prices are in US dollars. Any tax that applies is added at checkout and shown before you pay.

Is our email data safe?

Yes, and it's been independently reviewed. Reading Gmail uses Google's restricted scopes, which required passing Google's verification including an independent third-party security assessment (CASA), which we've completed. Access is read-only, tokens are encrypted at rest, each customer's data is isolated, sign-in supports two-step verification with Admin, Member and Viewer roles, and we don't train foundation models on your data. We're happy to walk through the details with you.

Do we need a big history of tickets first?

No. Rules plus classification work from message one, there's no 3,000-ticket corpus to build up before the product is useful. That's deliberate: a business without a big ticket history is exactly who the big tools' cold-start requirements exclude.

Doesn't a CRM system already do this?

Not quite. A CRM or helpdesk works on records that are already inside it, it organizes leads and tickets once they exist. It doesn't sit on your shared mailbox and decide what each incoming email even is, or split sales inquiries from everything else that needs a person before putting each one where it belongs. That sorting at the front door is InboxAgent's job: every lead lands on your Leads board with an owner, and in your CRM as well if you use one. We don't replace your tools; we make them more useful.

Isn't this what Gemini or Copilot already do in my inbox?

Not quite. Gemini and Copilot summarize and draft inside one person's inbox. InboxAgent does AI-led email triage on your shared mailbox: it decides whether each message is a sales lead or something else that needs a person, puts it on the right board with an owner, and feeds your CRM as well if you use one, without replacing anything. It's the layer between the inbox and the tools your business runs on.

How does your price compare to the other tools?

A fraction of the cost. The tools InboxAgent is often confused with charge per seat, and many add per-resolution AI fees on top, so the bill grows with every user and every ticket. InboxAgent is a flat $20/month per organization plus $5 per additional mailbox, and users are free. The Comparison page lays it out in full. Prices are in US dollars. Any tax that applies is added at checkout and shown before you pay.

How long does setup take, and how soon do we see value?

Setting up a mailbox takes about ten minutes. Classification starts within about fifteen minutes of connecting, and the Leads and Follow-ups boards fill from there, so most businesses are working from the boards inside an hour. There is nothing to migrate and nothing to install for your team.

Which mailboxes do you support?

Gmail, Google Workspace, Microsoft 365 and Zoho Mail connect with a simple secure sign-in, plus any business mailbox on your own domain over IMAP (the standard email connection most business mailboxes support), all available now. It's the inbox you already run your business on, there's nothing to move; InboxAgent reads and sorts in place. WhatsApp and voice channels are coming soon.

Does it watch every mailbox, or just the shared one?

Every mailbox you connect. Shared ones like info@ and sales@, and each salesperson's own mailbox, so a lead that lands anywhere in the business gets a name against it. The first mailbox is included; each additional mailbox is $5 a month.

Does InboxAgent work with Zoho Mail?

Yes. If your Zoho address is a regular mailbox with its own login, connect it with a simple Sign in with Zoho, just like Microsoft 365, Gmail or Google Workspace. Zoho also has a group-based "Shared Mailbox" that Zoho doesn't let any outside app read; if that's the kind you have, you can still bring it in by making it a regular mailbox, setting it up as an alias of a mailbox you connect, or forwarding its mail into a connected mailbox.

My email is on my own domain with my hosting company, can I connect it?

Yes. InboxAgent connects over IMAP, the standard email connection most business mailboxes support, so a mailbox on your own domain (the kind you get with cPanel hosts like Namecheap, GoDaddy or Hostinger, and providers like Fastmail or Yahoo) connects without moving your email. Microsoft 365, Gmail, Google Workspace and Zoho Mail connect too, with a simple secure sign-in.

Can I connect a shared Google inbox (Google Groups)?

Not directly. Google doesn't let any app read a Google Group's inbox, which is Google's own rule for everyone. The fix is simple: connect the real mailbox that receives the mail. A regular Google Workspace mailbox (like info@yourcompany.com) connects the same way as Gmail, or you can point the group's mail at a mailbox you've connected. Most customers set this up in a few minutes.

How does owner oversight work, who can see what?

Oversight is built in. Owners and admins get a view across the mailboxes and the team, with a full audit trail of every decision the system makes and why. It's designed so the person responsible for the business can see what's happening to inbound leads and tickets, not only the individual handling them.

Does it remember our rules and learn from corrections?

Yes, and that's the point. Your rules and the intelligence it builds up live in the system, not in one person's head. When your team corrects a routing decision, that correction feeds back as a candidate rule or adjustment, so it gets sharper over time, and it all persists even as staff come and go.

What happens to our data if we ever leave?

It's your data. Each customer's data is isolated and access tokens are encrypted at rest, and on account closure it's deleted on a defined schedule rather than kept indefinitely. We're happy to walk through the specifics with you.

Do you support WhatsApp or phone?

Not yet, email is where InboxAgent starts. WhatsApp and voice channels are coming soon, and they'll plug into the same sort-and-route engine, so the rules and intelligence you build on email carry straight over.

Ready to see it on your inbox?