Inbox Automation

Your Inbox Runs Itself

Auto-tag conversations, route replies to the right person, and trigger actions based on message content.

Automate Your Inbox Free

Benefits

What Inbox Automation changes in the workflow

The specific jobs Inbox Automation helps a team complete.

Auto-Tagging

Replies get tagged automatically based on keywords, sentiment, or campaign.

Smart Routing

Assign conversations to the right team member automatically.

Trigger Actions

Positive reply? Auto-tag as hot lead. Negative sentiment? Flag for review.

Custom Views

Save filtered views of your inbox. See only hot leads or only unassigned conversations.

Rules That Work While You Don't

Set up if-then rules for your inbox. If a reply contains 'pricing', tag it as sales-ready. Set once, runs forever.

• Keyword-based auto-tagging
• Sentiment-based routing
• Campaign-based assignment
• Custom rule combinations

From Chaos to Organized

Inbox automation turns a chaotic stream of messages into organized, prioritized, and assigned conversations.

• Auto-categorize by channel
• Priority-based sorting
• Bulk read/unread operations
• Conversation pinning and starring

Saved Views for Focus

Create custom views that filter your inbox exactly how you need. Hot leads only. Unassigned conversations. Save and jump back anytime.

• Filter by tag, channel, or status
• Save unlimited custom views
• Quick-switch between views
• Team-wide shared views

Process

Set up Inbox Automation step by step

Follow the working sequence from initial configuration to the next action.

Create a Rule

Pick a trigger: keyword, sentiment, channel. Then set the action: tag, assign, flag.

Rules Apply Automatically

Every new reply gets processed against your rules instantly.

Save Custom Views

Build filtered views of your inbox.

Focus on What Matters

Stop sorting messages. Start responding to the right ones.

Use Cases

Inbox Automation use cases by team

See where this capability fits and which team owns the resulting workflow.

Sales Managers

Route hot leads to your best reps automatically.

SDR Teams

Focus on replies that matter. Automation filters out noise.

Agency Teams

Manage multiple client inboxes with brand-specific routing rules.

Support Teams

Auto-route support questions from outreach replies.

Unlimited

automation rules

Instant

rule processing

6

channels supported

Custom

views per user

"Set up 5 automation rules and now everything auto-tags and routes to the right person. Saves us 2 hours a day."

J

Jenny K.

Sales Operations, B2B SaaS

FAQ

FAQ

Common questions about Inbox Automation

What can I automate?

Tagging, assignment, flagging, and notifications. Trigger based on keywords, sentiment, channel, or campaign.

Does this work across all channels?

Related resources

Go deeper on Inbox Automation

Use these focused guides and answers to plan the workflow behind this feature.

GuideInbox rotation for multi-channel outreachBuild a sending workflow that balances volume, deliverability, and replies. AnswerHow to track campaign replies in one inboxKeep multi-channel conversations visible and assignable from one workflow. GlossaryUnified inbox for outreachSee how consolidated replies reduce missed conversations and duplicated work.

Spend time selling, not sorting.

Auto-tag, auto-route, and auto-organize your inbox. Free to start.

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