BenefitsWhat 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
ProcessSet 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 CasesInbox 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.
"Set up 5 automation rules and now everything auto-tags and routes to the right person. Saves us 2 hours a day."
Jenny K.
Sales Operations, B2B SaaS
FAQFAQ
Common questions about Inbox Automation
Tagging, assignment, flagging, and notifications. Trigger based on keywords, sentiment, channel, or campaign.
Related resources
Go deeper on Inbox Automation
Use these focused guides and answers to plan the workflow behind this feature.