Since 2017, Aptly has pioneered the inbox built for real estate professionals who manage relationships, not just messages. This release is the product of nine years of listening to our customers. Every improvement, from AI that handles conversations transparently to a table view that manages hundreds of threads at once, exists to save your team time and make service effortless. The result is an inbox where your customers get the very best experience communicating with your company, and your team stays more connected than ever.
Getting around the new Aptly Inbox
The inbox sidebar is organized into sections so you can get to the right conversations fast.
Inbox and Customers
At the top of the sidebar, a toggle switches between two ways of looking at your conversations.
- Inbox is the classic view, organized by inbox, assignment and agent activity.
- Customers organizes the same conversations by the customer they belong to. See The Customers view.
Mine
We’ve made some enhancements to the Mine section of the inbox that includes:
- Shared with Me is now Following. We’ve improved the following feature in Aptly conversations. Whether you’ve chosen to follow a conversation or been added to one by a teammate, you’ll now receive notifications when anything changes.
- Flagged. This new view unifies any conversation that you have flagged across any inbox. It’s a great way to keep tabs on conversations that are important, requiring a safe place to refer back to them in the future.
Today
Today is in limited release, so you may not see it yet.
Today is your daily command center in the Aptly Inbox. It organizes the day into three guided check-ins:
- Morning: Review what AI handled overnight, see your priorities, and prepare your plan.
- Midday: Check your progress, review important updates, and refocus on what still needs attention.
- Evening: See what you accomplished, capture your mood and productivity, write a journal entry, and complete your Daily Wrap Up.
Use Wrap Ups to revisit previous days, review activity and productivity trends, and reference past journal entries.
Agent Activities
We’ve introduced a new section that provides better insights into the conversations that are being handled by Your Aptly AI Agents. Three views that show what your AI agent is doing: Needs Action, Agent Working and Agent Handled.
Help Desk
Shared inboxes are now part of a powerful Help Desk that present all conversations in a contact centric view.
Keyboard Commands, Inbox Rules and Settings
These are now pinned to the bottom of the sidebar.
- Keyboard Commands opens a panel listing every shortcut for navigation, bulk selection, the composer, search and conversations.
- Inbox Rules opens your automation rules.
- Settings opens inbox settings, including layout, sharing, signatures and Help Desk configuration.
