Inbox collaboration

Inbox collaboration inside Gmail and Outlook

Every request gets one owner, from rules your team writes in a sentence. Everyone can see who has what, and you're warned before replying to something a teammate is already on.

You owe5Waiting on3Done2
  • Lumen Studio3 daysDana
  • Juniper Café2 daysMaya
  • Orbit Coffee2 daysLee
  • Wren Dental1 dayNeeds an owner
  • Kestrel BooksTodayUnassigned
Quote for 12 standing desksQT-2041Asked 3 days ago

Owner

Dana Reyes. Assigned by rule: quote request.

Assign to

Reply

Draft to Lena, ready to send.

Open in Gmail

Hi Lena,

The 12 desks are $480 each, delivered in two weeks.

Dana

Conversation

Lena, Mon. Asked for a quote.

  • Gmail
  • Outlook
  • Slack
  • Shopify
  • Pipedrive

Who has what, in the inbox you already use

Quote for 12 standing desksAssigned to Dana Reyes

One owner for each request

A rule or a teammate gives it an owner, and the owner gets an email with the conversation.

Dana is replying.

No double replies

Reply from Requests and you're told first if a teammate has it, is replying, or just answered.

👀 Dana Reyes has it

Talk it over in Slack

Email posted to a Slack channel keeps its thread. Claim it there and it's yours in Requests too.

Features

Rules written in a sentence

Write who handles what the way you'd brief a new hire: quotes go to Dana, refunds over $200 go to Maya. The first rule that fits assigns the request, and anything no rule fits goes to the person you pick.

Assignment rules

  • QuotesDana Reyes
  • Refunds over $200Maya Chen
  • Order questionsLee and Sam · split evenly
  • Everything elseMaya Chen

Everyone sees who has what

Requests shows each conversation with its owner's name and picture. Look at your own, a teammate's, or the ones nobody has yet. Anything left without an owner too long is flagged.

You owe5Waiting on3Done2
  • Juniper Café2 daysMaya
  • Orbit Coffee2 daysLee
  • Wren Dental1 dayNeeds an owner
  • Kestrel BooksTodayUnassigned

Told before you answer twice

Before Requests opens a reply in Gmail or Outlook, it checks whether the request is someone else's, whether a teammate is replying right now, and whether someone answered in the last 15 minutes.

Dana is replying.

Reply anyway?

CancelReply anyway

Claim it in Slack, own it in Requests

When email goes to a Slack channel, Claim, 👀, "on it" or the first reply in the thread makes that person the owner. Assign it in Requests and the post shows who has it.

#sales
InboxPilotAPP9:41 AM

Quote for 12 standing desks

Lumen Studio wants a price for 12 standing desks for their new studio.

Lena Brooks · Open email · Draft ready in thread · 👀 Dana Reyes has it

InboxPilotAPP9:41 AM

Draft reply to Lena

Hi Lena, the 12 desks are $480 each, delivered in two weeks. Dana

SendClaimDone

Dana Reyes on it

A conversation keeps its owner

When the customer writes again, the request comes back to the same person, and so does their next request in that conversation.

  1. Mon 9:12Lena asks for a desk quote. Assigned to Dana by rule.
  2. Mon 11:40Dana sends the quote. Waiting on Lena.
  3. Thu 8:05Lena asks to move the delivery date. Back on Dana's list.

More on running one inbox as a team

Every reply, drafted from your data.

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