Use this guide to find conversations in the Aptly Inbox, switch to customer-focused browsing, and locate your personal work, shared inboxes, and AI activity.

Getting around the new Aptly Inbox

The inbox sidebar is organized into sections so you can get to the right conversations fast.

Preview layout in an empty demonstration search: 1 Table / Preview, 2 conversation list, and 3 reading pane. Select a conversation to read it beside the list.

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 Understanding the Conversation List.

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.