Inbox Agent

Inbox rules that reply, update status and interest, and tag leads using AI or keywords.

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Clients

Manage your clients and their portal access.

Checking administrator access...

Client setup

Invite a client

This approves only this email address. The recipient must verify their email to join the workspace.

Manage user access

Password

Set a new password and tell them yourself, or email them a link to choose their own. Either way their workspace access stays the same.

Admin features

Claude Code keyA personal key for this user's own Claude Code. It acts as them, in this workspace only, and expires. It is shown once: send it to them privately.

Edit client

Shown in this client's portal sidebar. https only; PNG, SVG or JPG, ideally about 150×36.

Connect this client to its campaigns, inbox and statistics. Existing CRM records stay with the client.

A domain allows verified email addresses at that domain. An email allows only that person. Subdomains are separate. Updating access rules requires affected users to refresh their access.