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Communications and the unified inbox

The communications layer is meant to give operators one place to see what customers are asking for, what automation has already happened, and when a human shou…

Written by Harman Sandhu
Updated this week

Communications and the unified inbox

The communications layer is meant to give operators one place to see what customers are asking for, what automation has already happened, and when a human should step in.

What this article covers

  • Which channels are surfaced together

  • How operator visibility and follow-up work

  • Why the inbox matters for support continuity

Inbox and communications workflow

  • Communications Center: Path: /admin/communications Channel Features --------- ---------- AI Calls Real-time transcript, tool calls, sentiment SMS Templates, automation, delivery tracking Email Templates, campaigns, open tracking Portal In-app notifications "Unified communications - every customer interaction in one place. AI calls with live transcripts, SMS and email with templates, all logged to the customer record." ---

  • Tasks and Alerts: Path: /admin (dashboard alerts) or via command palette Alert Priority Action ------- ---------- -------- Payment Overdue High AI collections call Low Inventory Medium Adjust pricing Maintenance Due Low Create task Move-In Today Medium Prepare unit Lease Expiring Medium Renewal outreach Feature Description --------- ------------- Categories Maintenance, Collections, Move-in, Move-out, General Assignment Assign to staff members Due dates With reminder notifications Automation Tasks created by automation rules "The system creates tasks automatically based on triggers - payment overdue, move-in scheduled, maintenance due. Staff see their task queue with priorities and due dates." ---

Next steps

  • Review this alongside the AI voice guide when planning after-hours coverage.

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