> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sapt.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Answer customers from one inbox

> Texts, calls, website requests, email and WhatsApp, Instagram and Facebook messages in one inbox. Find who needs you, reply, schedule and connect channels.

Every way a customer reaches you lands in one Inbox: texts, calls, website requests, email, and WhatsApp, Instagram and Facebook messages. One customer is one conversation, whichever way they write.

## Find who needs you

<Tabs>
  <Tab title="On the web">
    Open **Inbox** in the sidebar. Pick a tab at the top:

    * **All**: every conversation, newest first.
    * **Needs attention**: a draft waiting for your OK, a customer the AI handed to you, a message nobody answered, a new request or call, or a follow-up that is due.
    * **Replied**: answered by the AI or you, or marked done.

    The number next to **Inbox** in the sidebar is how many need attention. Use **Search** to find anyone by name, email or phone.

    To narrow the list, click the filter button next to the tabs. Pick a **Channel** such as **Text**, **Email** or **Calls**, or filter by **Form**, **Source**, **Stage**, **Owner**, **Replied by**, **Tag** or **List**. Turn on **Show archived** to see archived conversations. **Clear filters** resets them.

    <Frame>
      <img className="shot-detail" src="https://mintcdn.com/sapt/xBY44wtgTzA0SZof/docs/mintlify/images/leads/web-inbox-filters.webp?fit=max&auto=format&n=xBY44wtgTzA0SZof&q=85&s=6e14a6ed2bde9c3845057d118c27031a" alt="The Inbox filter menu: Show archived, then Channel, Form, Source, Stage, Owner, Replied by, Tag and List" width="580" height="734" data-path="docs/mintlify/images/leads/web-inbox-filters.webp" />
    </Frame>
  </Tab>

  <Tab title="On your phone">
    Tap **Inbox**. It opens on **Needs reply**. Tap **All** or **Replied** to see the rest. Tap the filter button beside them to pick a channel or turn on **Include archived**.

    <Frame>
      <img className="shot-phone" src="https://mintcdn.com/sapt/uTSH2FdHG3EzpkYv/docs/mintlify/images/phone/inbox.webp?fit=max&auto=format&n=uTSH2FdHG3EzpkYv&q=85&s=fe294fdd769692101d1aadac339c2315" alt="The Inbox tab on a phone with All picked, Needs reply and Replied beside it, and the filter button" width="780" height="1688" data-path="docs/mintlify/images/phone/inbox.webp" />
    </Frame>
  </Tab>
</Tabs>

## Start your day on Today

On your phone, the **Today** tab puts the urgent things first:

* **Needs you**: drafts waiting for your OK, questions from the AI, and customers who asked for a person.
* **Missed calls**: missed calls nobody has returned yet. Tap **Call**, or mark one **Handled**.
* **Did they come in?**: today's appointments whose time has passed. Tell Sapt whether they showed up.

## Reply

<Tabs>
  <Tab title="On the web">
    Click a conversation. Sapt picks the channel they last wrote on. To switch, pick another tab above the message box, such as **Text**, **Email** or **WhatsApp**. Type your message and click **Send**.

    Click **+** next to the message box for more:

    * **Draft reply**: the AI writes a reply from the conversation. Nothing sends until you click **Send**. With text in the box, it says **Improve draft**.
    * **Photo**, on a text. It sends as a picture message.
    * **Schedule send**, on a text or an email. Pick a date and time up to 30 days ahead, then click **Schedule send**.
  </Tab>

  <Tab title="On your phone">
    Tap a conversation. **Send as** shows how the message goes. Tap it to switch. Type and tap send.

    Tap **+** for more:

    * **Draft with AI**: it writes a reply from the conversation. You send it.
    * **Schedule message**: pick **In one hour**, **Tomorrow, 9 AM** or a date.

    <Frame>
      <div className="shot-row">
        <img className="shot-phone" src="https://mintcdn.com/sapt/uTSH2FdHG3EzpkYv/docs/mintlify/images/phone/thread.webp?fit=max&auto=format&n=uTSH2FdHG3EzpkYv&q=85&s=9d25fc7a7dbce16eea0899e1f7b14150" alt="A conversation on a phone: AI is handling, Send as Text, and the message box with + beside it" width="780" height="1688" data-path="docs/mintlify/images/phone/thread.webp" />

        <img className="shot-phone" src="https://mintcdn.com/sapt/uTSH2FdHG3EzpkYv/docs/mintlify/images/phone/thread-ai-draft.webp?fit=max&auto=format&n=uTSH2FdHG3EzpkYv&q=85&s=c52fe370525ac791a4d127731650bc75" alt="A reply the AI drafted in the message box, with Read it and change anything, then send, and Undo" width="780" height="1688" data-path="docs/mintlify/images/phone/thread-ai-draft.webp" />
      </div>
    </Frame>
  </Tab>
</Tabs>

<Note>
  WhatsApp, Instagram and Facebook only let you reply within 24 hours of the customer's last message. After that, text them instead.
</Note>

When the AI front desk writes drafts for you, they wait for your OK. See [Send or skip a draft](/docs/mintlify/leads/ai-front-desk#send-or-skip-a-draft). To keep the AI out of a conversation, see [When the AI hands off to you](/docs/mintlify/leads/ai-front-desk#when-the-ai-hands-off-to-you).

## Mark done, archive or follow up

<Tabs>
  <Tab title="On the web">
    At the top of a conversation:

    * **Mark done** clears it from **Needs attention** and keeps it in your Inbox. It comes back if they write again.
    * **Archive** takes it out of the Inbox for your whole team and keeps the history. It comes back when they write again. **Unarchive** brings it back now.

    To be reminded later, open the customer's details and click **Follow up**. Pick **Later today**, **Tomorrow**, **Next week** or **Pick a date**.
  </Tab>

  <Tab title="On your phone">
    Swipe a conversation in the list and tap **Done**, **Follow up** or **Archive**. **Reopen** brings an archived one back. Each one shows **Undo** for a moment.
  </Tab>
</Tabs>

## See a customer's details

<Tabs>
  <Tab title="On the web">
    Click the customer's name at the top of the conversation. You can **Text**, **Email**, **Call** or **Follow up**, and add notes, tags and lists. **Activity** shows everything that happened with them.
  </Tab>

  <Tab title="On your phone">
    Tap the customer's name. You can call or text them, tap **Book** to book them in, or tap **Job done** when the work is finished.

    <Frame>
      <img className="shot-phone" src="https://mintcdn.com/sapt/uTSH2FdHG3EzpkYv/docs/mintlify/images/phone/customer.webp?fit=max&auto=format&n=uTSH2FdHG3EzpkYv&q=85&s=5a05cf7cd1a6e6082a69f1614dbe1633" alt="A customer's details on a phone: phone and email, Where they are, then Book and Job done" width="780" height="1688" data-path="docs/mintlify/images/phone/customer.webp" />
    </Frame>
  </Tab>
</Tabs>

## Start a new conversation

<Tabs>
  <Tab title="On the web">
    Click **+** next to the search box. Add a **Name** and an **Email** or **Phone**, then click **Create**. If they are already a customer, Sapt opens their conversation.
  </Tab>

  <Tab title="On your phone">
    In **Inbox**, tap **+** at the top. Find the customer, or tap **New customer** and add their name and phone. Tap **Start conversation**.
  </Tab>
</Tabs>

## Connect your channels

An empty Inbox says **No conversations yet**. Click **Connect channels** to add a channel, or **Messaging settings** for your Sapt number.

<Frame>
  <img src="https://mintcdn.com/sapt/xBY44wtgTzA0SZof/docs/mintlify/images/leads/web-inbox-empty.webp?fit=max&auto=format&n=xBY44wtgTzA0SZof&q=85&s=1b8919edaf173ee41e90ebba0f5a666c" alt="An empty Inbox that says No conversations yet, with Connect channels and Messaging settings" width="1512" height="794" data-path="docs/mintlify/images/leads/web-inbox-empty.webp" />
</Frame>

| What lands in your Inbox | Where it comes from |
| - | - |
| Texts and calls | Your [Sapt number](/docs/mintlify/leads/missed-call-text-back), or your own [Telnyx](/docs/mintlify/integrations/telnyx) number |
| Email | [Gmail](/docs/mintlify/integrations/gmail) or [Zoho Mail](/docs/mintlify/integrations/zoho-mail) |
| WhatsApp messages | [WhatsApp](/docs/mintlify/integrations/whatsapp) |
| Instagram and Facebook messages | [Meta](/docs/mintlify/integrations/meta) |
| Website requests | Forms on your [Sapt website](/docs/mintlify/website/forms) |

Channels are connected on the web. Comments on your Facebook and Instagram posts do not show in the Inbox.

## Keep going

<CardGroup cols={2}>
  <Card title="Set up the AI front desk" icon="robot" href="/docs/mintlify/leads/ai-front-desk">
    Let the AI answer and book.
  </Card>

  <Card title="Get lead alerts" icon="bell" href="/docs/mintlify/leads/alerts">
    Know when someone needs you.
  </Card>
</CardGroup>


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