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Inbox and calendar

Inbox and calendar

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

Inbox Quickstart (with AI Agents)

5-Minute starter guide for what to do daily and why if you have Aptly AI Agents enabled

New Aptly Inbox

Navigating around the new Aptly Inbox

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 Reconnect Your Inbox

Reauthorize your inbox connection when emails stop syncing or you see connection errors.

Shared Inboxes & Help Desk

Overview of Shared Inboxes (Help Desk)

Helpdesk gives you and your team a complete view of all conversations in one place.

Setting Up the Help Desk

Set up the help desk.

How to Convert a Personal Inbox to a Shared Inbox

You can easily move your personal inbox to a shared inbox.

Navigating Help Desk

Navigate the Help Desk by viewing by customer contact type or by board.

Customizing Your Help Desk Navigation

Customize what appears in your Helpdesk navigation menu

Understanding the Conversation List

Learn how to browse conversations in Table or Preview view, customize columns and grouping, and switch to browsing by customer record or teammate workload.

Working Within a Conversation

View, manage, and collaborate within the conversation

Inbox Assignment & Ownership

Learn the three ways to assign a conversation in Aptly: manually, as an inbox's default, or automatically through an Inbox Rule.

Collaborating in the Inbox

Share, comment, and assign conversations.

Pop-Out Panel: Conversation Details & Related Cards

Track conversation details and card activity

Inbox Reports

Analyze and use Inbox metrics to hold the team accountable.

Inbox: Organization & Automation

Organize Your Inbox with Folders

Organize your emails in folders and hide or delete unnecessary folders.

Organizing Emails with Topics

Organize conversations with shared and private topics, add labels manually, and set up AI categorization and topic approval.

Configuring Private Topics

Create private topics and apply them to conversations to organize your own inbox.

Inbox Rules

Create and manage email inbox rules, choose conditions and actions, and verify automation results.

Inbox Auto-Responders

Configure email rules to automatically take action as emails hit the inbox specifically when you are out of the office.

Phone & SMS in the Inbox

Connect a Phone Line with Twilio

Import your existing phone number from Twilio or create a new phone number with Twilio in Aptly

A2P 10DLC Registration using the Aptly Wizard

Seamlessly register for A2P 10DLC within Aptly to become SMS compliant

Twilio A2P 10 DLC Registration

Register your Twilio line for A2P 10DLC with these easy to follow guidelines

Set Up Phone Groups

Create reusable call-routing groups for Twilio lines, ring schedules, and AI Agent transfers.

How to Create a Ring Schedule

Create shifts, set call hours, and customize your call schedule using Ring Groups for Twilio numbers in Aptly.

Setting Up Browser Calling for Twilio in Aptly

Set up your browser to make and receive calls through your Twilio line

Managing Call Availability for Twilio Browser Calling in Aptly

Not available? Set your browser to do not disturb when you’re away.

Making and Receiving Calls with Twilio in Aptly (Browser Calling)

Use your browser to answer calls with a connected Twilio line.

Making Phone Calls & Sending SMS in Aptly (Using Twilio)

Make a phone call or send an SMS message to contacts in Aptly.

Using Inbox Rules for Phone Lines

Automatically trigger actions based on incoming phone activity

Using RingCentral in Aptly

Make and Receive Calls and send SMS using RingCentral in Aptly

RingCentral Widget Settings in Aptly

Manage and update your RingCentral widget settings

Inbox Power Features

Aptly Inbox Power Features

Take control of your inbox with features like Snooze, Assign, Share, and Create a Card.

Conversation Reminders

Set up reminders on email and SMS to receive notifications for follow-up.

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.

Conversations and workflow

How to Manually Create a Card From an Inbox Conversation

Turn a conversation into an action item by creating a card.

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.

Set up a General Use Email Parser for Leads

Use a general use email parser to create lead cards from other lead sources.

Calendar

Connect a Personal Calendar

Sync your calendar from Gmail or Microsoft Outlook 365 to manage calendar events in Aptly.

Connect a Shared Calendar

Add a shared calendar to ensure that all related teammates stay up to date on team events.

Navigate and Use the Calendar

Use the calendar for all of your personal and team events.