# Inbox overview

> Manage client conversations, channels, attachments, notes, templates, scheduled messages, and follow-up from one shared context.

- Product: Workspace369
- Documentation version: 2026.3
- Section: Communication
- Last updated: 2026-07-11
- Canonical source: https://docs.workspace369.com/v/2026.3/communication/inbox-overview/

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Workspace369 Inbox keeps communication near the client record and related work. Depending on configuration, a conversation can include SMS, media, calls, voicemail, email, internal notes, and follow-up actions.

## Find and organize conversations

Use search and conversation filters to find active, unread, voicemail, snoozed, or closed threads. Open a thread to review the message history and the connected client context.

::app-screenshot
---
src: /screenshots/2026.3/inbox-thread-light.png
alt: Workspace369 Inbox showing a demo conversation list, SMS thread, client follow-up notes, quick actions, and message composer
caption: The Inbox keeps thread search, channel history, quick actions, follow-up context, and the composer together so the team can act without leaving the conversation.
meta: Workspace369 2026.3 · iPad · Light mode
cropTop: 2.8
---
::

## Send a message

Before sending, confirm:

1. The recipient and channel are correct.
2. The message is external rather than an internal note.
3. Attachments do not expose unrelated client information.
4. Any scheduled-send time uses the intended timezone.

Quick responses can speed up common replies. Use variables and shortcuts carefully, then review the expanded message before sending.

## Use messaging actions

Inbox messages can support delivery status, reactions, pinning, read state, notes, and follow-up actions. Available actions can vary by channel and message status.

## Schedule communication

Scheduled messages are useful when a reply should be delivered later. Review the pending scheduled-message list before creating a second message for the same purpose.

## Use AI assistance responsibly

AI can help compose, rewrite, translate, transcribe, or summarize communication. Review generated content before it reaches a client, especially when dates, prices, scope, or commitments are involved.

## Continue to calling

For inbound and outbound calling, routing, voicemail, recordings, and call summaries, see [Workspace Voice](/v/2026.3/communication/workspace-voice/).

> Messaging availability and compliance requirements depend on the selected channel, phone number, destination, and workspace configuration.