Select a category from the cards above to load your email conversations.
β¨ Review Extracted Lead
AI Email System Guide
Everything you need to know about your new workspace
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Conversation Threading
Emails are automatically grouped by **Sender**. Instead of seeing 10 separate rows for one person, you'll see one row with a purple count badge (e.g., 3). This keeps your inbox clean and lead-focused.
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AI Intelligence (RAG)
Click **"Summarize"** inside any email to get a bulleted overview. Our AI also automatically detects **Callout Dates** (e.g., "next Tuesday at 9am") and lets you save them directly to the lead with one click.
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Smart Style Mimicry
The **"Smart Reply"** button doesn't just write a generic response. It searches your past 1,000+ emails to learn **your specific tone and phrases**, ensuring every draft sounds like you wrote it personally.
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Direct Lead Integration
Emails from known leads are marked with a blue **Lead #** badge. Click the badge or the profile icon in the actions column to jump directly to that lead's full details in the tracker.
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Maintenance & Sync
Use the **"Tools"** button to access the AI Pipeline. There you can manually sync new business documents (FAQ/Grants) or re-train the AI on your latest reply styles.