How every part of InboxAgent works.

What InboxAgent does and your first steps.

• What InboxAgent does
• Quick start: from sign-up to your first triaged email
• Finding your way around
• The Dashboard
• Contact support & request a feature

Connecting and managing Microsoft 365, Gmail, Zoho Mail and IMAP inboxes.

• Connect a Microsoft 365 mailbox
• Connect a Gmail mailbox
• Connect a Zoho Mail mailbox
• Connect an IMAP mailbox
• Personal vs shared mailboxes
• What happens after you connect
• Manage mailboxes: test, edit, pause, delete
• When a mailbox disconnects

Categories, decisions, confidence and learning.

• Categories explained
• What InboxAgent does with each email (decisions)
• How an email travels through InboxAgent
• Confidence scores
• How InboxAgent learns from you

How much InboxAgent handles on its own.

• Routing modes: Cautious, Balanced, Automatic
• Fine-tune and the fast-path

Plain-language rules and sender labels.

• The three suggested rules
• Build your own rule
• Per-mailbox overrides
• Senders: customers, prospects, priority, blocked

Sending leads and tickets to the tools you already use.

• Connect Zoho CRM
• Connect Zoho Desk
• Connect HubSpot
• What if you don't connect a CRM or helpdesk?
• Delivery failures

Being told when something needs you.

• Alerts: who gets notified and when
• Custom alerts
• The delivery log and the bell

Working through what arrives.

• Inbox activity: your processed email feed
• Manual review: work the queue
• Re-classify an email

People, billing and your workspace.

• Invite your team (roles: Admin, Member, Viewer)
• Your account: name, password, sessions
• Billing: trial, pricing, payment
• Close your account
• Account activity

Logs, failures and the detail underneath.

• Test the AI
• The Learning screen
• Usage
• System logs (the audit trail)
• Failed messages

Everything else.

• Follow-ups
• Working your leads