Jake

Inbox

Review conversations, take ownership, reply, and resolve

Inbox

TL;DR: Inbox shows all customer conversations. Jake handles routine work; you handle judgment calls. Reply, note, assign, snooze, or close.

  • Your inbox — assigned to you
  • Mentions — someone tagged you
  • All — everything in the workspace

Filter by Open, Snoozed, or Closed.

Work a conversation

Select a conversation to see the full thread. Jake's replies, customer messages, and teammate notes all appear together.

  • Reply — customer-visible message
  • Note — internal, team-only
  • Assign — take ownership or pass to a teammate
  • Return to AI — let Jake continue when it's safe

Change state

  • Snooze — hide until a chosen time
  • Close — mark complete
  • Reopen — bring back to the open queue

Same judgment keeps repeating?

Turn it into: a source, a behavior rule, a safeguard, or a deliberate human boundary. Test in Playground, then publish.


Next: Configure settings →

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