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](/content/sign-up/index.html)

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.](/content/blog/inbox-rotation-strategies-for-multi-channel-cold-outreach/index.html) [AnswerHow to track campaign replies in one inboxKeep multi-channel conversations visible and assignable from one workflow.](/content/questions/how-to-track-campaign-replies-in-one-inbox/index.html) [GlossaryUnified inbox for outreachSee how consolidated replies reduce missed conversations and duplicated work.](/content/glossary/unified-inbox-for-outreach/index.html)

## Spend time selling, not sorting.

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

Automate Your Inbox](/content/sign-up/index.html)