Docs

Global Inbox

The Global Inbox is one thread list for customer email and WhatsApp. Every conversation opens in the same pane, an AI-suggested reply is ready for each one, and the Channels tab is where mailboxes and WhatsApp numbers are connected.

Open it from The Daily Loop · Global Inbox in the sidebar (the badge shows unread threads) or from the Unread row in the Daily Brief's "Today across your business" list. The page title is Global inbox, subtitle "Email + WhatsApp in one thread - replies suggested by AI".

The Global Inbox with the thread list on the left and an open thread with an AI-suggested reply on the right
The Inbox tab: threads on the left, the open conversation and its AI-suggested reply on the right.

Tabs

  • Inbox with a count of threads (4 in the demo workspace). This is the reading and replying view.
  • Channels: connection settings for email and WhatsApp.

The thread list

Each row in the left column shows:

ElementMeaning
IconEnvelope for email (blue), chat bubble for WhatsApp (green).
SenderThe company or contact name for email, the phone number for WhatsApp.
SubjectThe subject line, or the first message for WhatsApp.
Channel badgeEmail or WhatsApp.
TimeClock time for today, otherwise "Yesterday".
Unread dotShown on unread threads until you send a reply from this browser.

The demo workspace ships with four threads so you can try the flow straight away:

  • Gulf Metals Trading, email, "RFQ - 200 steel units" (unread).
  • +971 50 448 21xx, WhatsApp, "Is the quote ready?" (unread).
  • Al Habtoor AP, email, "Remittance advice - INV-2049".
  • Jebel Steel, WhatsApp, "Delivery scheduled Tue" (replied).

The thread pane

The pane header repeats the subject with the channel icon and badge. Below it the thread shows From {sender} · {time}, the incoming message as a bubble, and any replies you have sent as bubbles on your side stamped You · HH:MM.

AI-suggested reply

Under the messages sits a card titled AI-suggested reply with a drafted answer that fits the thread: a quotation reference and validity for the RFQ, a confirmation that a remittance was matched to its invoice, a delivery acknowledgement, and so on. Click Use reply to drop the draft into the composer, where you can edit it before sending.

Composer

The composer placeholder reads Reply on Email… or Reply on WhatsApp… depending on the thread. Press Enter or click the arrow to send. The sent reply appears in the thread immediately and clears the unread dot for that row.

Sending in this build

Replies you send are stored in this browser so the thread reads naturally while you evaluate the product. Outbound delivery through your real mailbox or WhatsApp number arrives with the channel connections below.

Channels tab

The Channels tab has two cards. Each connection shows a Connected or Not set badge.

Email card

ConnectionTypeControls
Gmail / Google WorkspaceOAuth, read and sendConnect / Disconnect
Outlook / Microsoft 365OAuth, read and sendConnect / Disconnect
Custom IMAP / SMTPAny providerConnect opens the settings form; Manage once saved

The custom IMAP / SMTP form has these fields:

  • IMAP host (for example imap.yourdomain.com) and IMAP port (typically 993).
  • SMTP host (for example smtp.yourdomain.com) and SMTP port (typically 587).
  • Email address: the mailbox that receives and sends.
  • Password: a password field; once saved it is shown masked under the field.
  • Save settings and, once connected, Disconnect.

WhatsApp card

The WhatsApp Business API (Cloud API) connection takes a Business phone number(for example +971 50 000 0000) and a WhatsApp Business API token. Connect numberis enabled once a phone number is entered. When connected, the card shows the number, the token masked, and a Disconnect button. A note under the card reminds you that connected channels feed the unified inbox above.

Connections are demo toggles in this build

Connect and Disconnect on Gmail and Outlook change the badge only; no OAuth screen opens and no mailbox is contacted. IMAP and WhatsApp details are kept in this browser and shown masked. In production these credentials are encrypted server-side and never kept in the browser. Do not enter a live production token while evaluating; use a sandbox number and token.

How to connect a channel

Gmail / Google Workspace or Outlook / Microsoft 365

  1. Open Channels

    On the Global Inbox click the Channels tab.

  2. Click Connect on the provider

    The badge changes from Not set to Connected. The production release opens the provider's OAuth consent screen at this step.

  3. Return to Inbox

    Switch back to the Inbox tab. Mail from a connected mailbox lands in the same list as WhatsApp.

Custom IMAP / SMTP

  1. Click Connect on Custom IMAP / SMTP

    The settings form expands under the row.

  2. Enter the server details

    Fill IMAP host and port, SMTP host and port, the email address and its password. Use the app password your mail provider issues for third-party clients where one is required.

  3. Save settings

    The row shows the email address and a Connected badge. Use Manage to edit and Disconnect to remove the details.

WhatsApp Business API

  1. Enter the business phone number

    Use the international format with the country code.

  2. Paste the API token

    The field is a password field and the saved token is displayed masked.

  3. Connect number

    The card shows the number and a Connected badge. Chats from that number appear in the thread list beside email.

The Daily Brief with the Today across your business list that links to the inbox
The Daily Brief's "Today across your business" rows include the inbox with an Unread badge.

Where the inbox shows up elsewhere

  • The sidebar item Global Inbox carries an unread badge.
  • The Daily Brief's morning synthesis and its "Today across your business" list link to the inbox with an Unread badge.
  • Conversations with customers sit next to their records: see Customers and Quotations for the documents the suggested replies refer to.