Starting on the 1st of August, the V1 is no longer available.
π’ Starting August 1st, the classic Inbox (V1) is being officially retired, making way for our fully enhanced Inbox, your new command center for communication. With a more intuitive interface and powerful features built right in, managing your conversations has never been easier or more efficient.
You can now access Contacts without switching screens, view voicemails (both personal and team) in one unified space, and take advantage of innovative tools like voicemail transcripts displayed alongside conversations, internal notes, MMS support, emoji reactions, and even autosaved drafts. Itβs faster, cleaner, and designed to help you (and your team) stay connected and in control.
π₯ Inbox Overview
Text Messages, Voicemails, and Contacts are accessible from your Inbox.
When logged into smrtPhone via a web browser, you can access your Inbox from the left navigation menu, look for the two conversation bubbles icon. Inside the Inbox, youβll find the following main sections: Contacts, Inbox, Teams, and Voicemail.
π₯ Contacts in the Inbox
All your smrtPhone contacts are now listed within the Inbox. You can still access them via the Dashboard, but theyβre also integrated here for convenience.
Read more about Contacts Page β’
βοΈ My Inbox: Personal Text Messages
This section displays text messages sent directly to you.
Your text messages will appear in this section's inbox, which should be the default when clicking in. You can select any message from the list, read it, and reply directly from this interface.
π§βπ€βπ§ Inbound Teams: Team-Based Text Messages
Text messages for your Inbound Teams
Depending on how your text message inbound communication/call flows are set up, you may receive messages that are not necessarily sent to you personally but rather distributed to a team of which you are an assigned member.
To read and respond to messages routed to a team, look under the Teams section of the Inbox. Click on the Team that you are focused on. From there, you can select that Team's Inbox (text messages).
If you need to be added or removed from a Team, please talk to your Account Owner or users with appropriate Activity Management permissions.
π¬ Voicemail
You can access all your voicemails directly from your Inbox, whether theyβre sent to you personally through the call flow youβve set up or shared with your teams.
To listen to a voicemail, go to Inbox > Voicemail, and select the message you want to hear.
If Voicemail Transcripts are enabled within Account Settings, a transcript will appear when you click on a voicemail in the list. This feature is available within your Web App Inbox tab and helps you quickly understand the message without listening.
β‘ Inbox Actions: Manage Your Messages Efficiently
Use quick Inbox actions to save time and organize your inbound communication. To better keep track of them, all unread messages will always be on top.
Once you've selected any text message from your Inbox, you will see an Actions drop-down menus, in the conversation or in the list of conversations.
From here, you can:
π€ Send a new message
π Mark message as Unread
ποΈ Delete conversation
π Call or Video Call the sender. The Caller ID used will match the one used in the conversation, overriding Sticky or Geo Caller ID.
π Search within the conversation or the entire Inbox
π€ Create or Edit a Contact
π View in CRM (if applicable)
π« Mark as Spam
β Add to the Do Not Text (DNT) list
*The call-back Caller ID will match the one used in the conversation.
You can see the notes you left on the conversation (if any). Also, the Communication History is available when clicking on the specific conversation.
πΌοΈ Multimedia Messaging (MMS)
When replying to a conversation, you can reply with images (MMS), pushed to CRM (if the case). Regarding the MMS, you can add multiple images to a message (one by one), open, copy, or download them (once sent).
π View Sender in Team Conversations
In the Team Inbox on the Web App, you can view which of your users sent an outgoing message by rolling over the User icon next to the message. A label with the user's name will pop up. This is helpful for better team management, training, accountability, and record-keeping.
Don't forget that you can also see this information in your SMS logs.
π Notification on Screen
You are also notified on the screen with a small pop-up and a gentle sound every time you receive a voicemail (or a text message/MMS).
You can disable these notifications by accessing the upper right corner of your
Dashboard > My Account > Toggle Notifications and set the Inbox Alert notification off.
π Bulk Actions: Manage Multiple Conversations
Within the Inbox, you can mark all your messages and voicemails, both individual and from teams, and perform bulk actions on them.
Click on one conversation, press the arrow for the drop-down menu, and click Select. Once done, you can select multiple conversations in the Inbox and decide to:
β Mark as Read/Unread
ποΈ Delete selected conversations
β Cancel selection