← Library / For Agents

Inbox & Client Tasks

The Inbox is one thread list for all clients, sorted by recent activity with unread badges. The Tasks page rolls up every task across every client.

How to use it

1. Open Inbox, pick a conversation, and reply with text or attachments. It is the same thread your client sees.
2. Open Tasks to see stat tiles for Open, Due Today, and Overdue.
3. Filter by status, assignee, or priority. Click a task for full detail or check it off from the list.