Aptly Inbox
Inbox Basics
Inbox Overview
How Inbox, Help Desk, and Phone Work Together
Inbox Quickstart
5-Minute starter guide for what to do daily and why
Using the Mine View
A central place to view all conversations that are specifically related to you
Compose a New Message
Create a new conversation from your inbox and navigate the message composer window.
Reply To or Forward an Email Message
Reply to or forward any email message.
Searching the Inbox
Use the search bar to find specific conversations.
Inbox Keyboard Shortcuts
Click less and use your keyboard for specific actions in the Inbox.
How to Use AI in the Inbox
Use AI in the inbox to speed up replies.
How to Reconnect Your Inbox
Ways to troubleshoot when your email isn’t connecting.
Phone & SMS in the Inbox
Making Phone Calls & Sending SMS in Aptly (Using Twilio)
Make a phone call or send an SMS message to contacts in Aptly.
Twilio A2P 10 DLC Registration
Register your Twilio line for A2P 10DLC with these easy to follow guidelines
How to Create a Ring Schedule
Create shifts, set call hours, and customize your call schedule using Ring Groups for Twilio numbers in Aptly.
Organization & Automation
Organize Your Inbox with Folders
Organize your emails in folders and hide or delete unnecessary folders.
Organizing Emails with Topics
Topics allow you to label and group similar conversations for easy viewing.
Configuring Shared Topics
Use topics to auto-categorize incoming emails, set up Automations, and use suggested Communication Templates.
Configuring Private Topics
Use private topics to auto-categorize incoming emails, set up inbox rules, and use suggested Communication Templates.
Inbox Rules
Configure email rules to automatically take action as emails hit the inbox.
Inbox Rules Interactive Training
Configure email rules to automatically take action as emails hit the inbox.
Inbox Auto-Responders
Configure email rules to automatically take action as emails hit the inbox specifically when you are out of the office.
Other
Email Read Receipt Tracking
Track when a recipient opens your message.
How to Send Bulk Emails and SMS
Use the bulk email composer to send email campaigns to your customers.
Using Email Parsers
Configure email parsers to create cards sourced from other vendors.
How to Manually Create a Card From an Inbox Conversation
Turn a conversation into an action item by creating a card.
Conversation Reminders
Set up reminders on email and SMS to receive notifications for follow-up.
Set up a General Use Email Parser for Leads
Use a general use email parser to create lead cards from other lead sources.
How to Convert a Personal Inbox to a Shared Inbox
You can easily move your personal inbox to a shared inbox.
How to Relate and Unrelate a Conversation to or from a Card
Manually relate cards to your conversations to access them from the process board.
Navigating Help Desk
Navigate the Help Desk by viewing by customer contact type or by board.
Aptly Inbox Power Features
Take control of your inbox with features like Snooze, Assign, Share, and Create a Card.