Features
Configure collaboration, automation, marketing, contact management, and call operations.
Channels, Inbox & Collaboration
Channels are shared work rooms for projects, accounts, campaigns, launches, and operational threads. Use them to keep teammate discussion, agent work, files, and decisions together.
Channels vs Inbox vs Tasks Board
| Area | Use it for |
|---|---|
Channels | active collaboration rooms for projects, customers, campaigns, or internal operations |
Inbox | reviewing incoming messages, handoffs, and items that need attention |
Tasks Board | turning work into assigned tasks with status and follow-up |
Good Channel Patterns
Create channels around work that has a clear owner:
- a customer account or project
- a campaign launch
- a local SEO initiative
- a website build
- an internal operations workflow
- an agent testing channel
Avoid creating channels for every small question. Use fewer channels with clearer ownership.
How Agents Fit Into Channels
Agents work best when the channel gives them enough context. Before assigning agent work, include:
- what the channel is for
- the desired outcome
- what the agent may do automatically
- what requires human approval
- where source files or contacts live
- who should review the output
Use channels for agent work that teammates need to inspect.
What Inbox Adds
Inbox is the review surface for incoming work and handoffs. It helps teams avoid missing messages that are not tied to a single active channel.
Use Inbox when you need to:
- review inbound communication
- triage items that need a person
- move work into a channel or task
- track unresolved handoffs
Operational Tips
- name channels after the customer, project, or workflow
- pin or summarize important context before assigning agents
- keep channel membership intentional
- move repeatable follow-up into Tasks Board or Workflows
- review old channels periodically so the workspace stays easy to scan