Inbox Agent

New and edited rules are saved disabled. Test a saved rule before enabling it. Rules apply to new events after activation.

Replies requiring approval wait here. Eligible replies can send automatically under the effective workspace policy. Open one to see what the lead wrote, the conversation before it and the mailbox the reply goes from. Edit the text if you like, then approve or reject. Agreements, recaps, booked-lead replies and held drafts retain their approval requirements.

Replies the agent read but did not answer that may still need you, with the reason: an objection, a soft no, a booked lead writing back, or a draft that failed its checks. Answer them yourself from your inbox; each one drops off once we write to them or they have a call booked.

Every lead the agent emailed, newest first. Times in Eastern Time.

Drafts, scheduled messages and items needing attention across this workspace.

Every call on the booking calendar: booked by the agent when a lead accepted a time, booked by the lead through the link, or sent as their own calendar invite. Each one is tagged as a buyer or seller call and shows who is joining.

Reviews new inbound replies and eligible CRM status changes, then writes short replies from this workspace's playbook. Replies follow the ReplyLead reply rules, enforced before anything is queued: no em dashes, no filler openers, a hard word limit, and only approved resources and booking links. It never answers a conversation someone already replied to. The effective workspace policy below shows whether eligible replies send automatically. Required approval exceptions remain in place.