Inbox and outreach sequences
A shared SMS and email inbox on the customer record, plus multi-step sequences across calls, SMS, email and tasks.
The problem
Replies land in personal inboxes and phones, so follow-up depends on who happened to see the message.
Who uses it
- Sales and support agents
- Team leads
Used by: Sales, Customer support, Recruitment
How it works
- Receive SMS and email in one inbox, attached to the customer’s record.
- Reply from the workspace’s own number or verified mailbox, with AI-suggested replies.
- Build a sequence of call, SMS, email, wait and task steps, and enrol records in bulk.
- Opt-outs and bounces suppress future sends automatically.
What it does not do today
- The inbox covers SMS and email only — no WhatsApp, social messaging or website chat.
- Connecting Gmail or Outlook does not sync or send mail; use the workspace mailbox settings.
Connected to
Inbox and outreach sequences works on the same records and history as these parts of the platform.
CRM and universal records
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Learn moreAutomation and workflows
Available with limitsTrigger-based workflows that assign, move, notify, message and update records — with dry runs, run history and retries.
Learn moreAI assistance
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