Marketing Studio · Communications Inbox

Every text and email, in one conversation.

One contact's texts and emails in a single thread, whichever way they arrived. You reply by hand from the same number or mailbox an automation would use, so the person on the other end sees one continuous conversation rather than two half ones.

One thread
SMS and email, in order
Replies go out
From the conversation's own number
Takeover
Per contact, nothing cancelled
Included with
Lead Engine add-on
One thread, up close

Both channels, in the order they happened.

Every message says which channel it came in on, when, and whether a person or an automation sent it. Email keeps its subject. A refusal looks different from a fault, so you know which one needs you.

  • 1
    Channel and time on every message

    SMS or email, the moment it happened in Toronto time, and who sent it. Nothing is hidden behind a hover.

  • 2
    Automatic or by a person

    A message a flow sent is labelled automatic. A message an agent typed is labelled by a person. The two look the same to the contact and different to you.

1
smsSep 2, 10:15 a.m.by a person
Hi, I'm interested in 41 Hastings Ave. Any showings this week?
2
smsSep 2, 10:16 a.m.automatic
Hi Maya, it's Jordan from Northstar Realty. 41 Hastings Ave is available Thursday at 6:00 pm or Saturday at 11:00 am.
3
emailSep 2, 10:31 a.m.by a personreply
Re: 41 Hastings Ave — Saturday
Got the listing, thank you. Is parking included, and could we see 38 Hastings on the same visit?
4
smsSep 2, 10:33 a.m.automaticfailed · 30007
Yes, one underground spot. I'll add 38 Hastings to Saturday.
5
do_not_disturb_onAutomatic reply held — this person was answered less than ten minutes ago Sep 2, 10:34 a.m.
  • 3
    Email keeps its subject

    The subject sits in a band above the body, because it is information about the message, not part of it. Reply from the arrow and the thread continues under the same subject.

  • 4
    A fault is red

    A text that did not go is something you can act on, so it carries a red failed badge with the carrier's code. You can send it again by hand.

  • 5
    A refusal is neutral

    Not replying twice in ten minutes is the system working, so it shows as a quiet note in the timeline, never as an error.

Taking a conversation over

Step in for one person. Everyone else stays on the flow.

Pausing stops the automation for that one contact while you handle it yourself, without switching the flow off for everybody else on it. Nothing is cancelled, and handing it back resumes where the automation left off.

Human takeover

On. Automation may reply to this person at any moment.

I'll handle this — pause automatic repliesPausing never cancels anything, so you can hand it back at any time.
01 · Automation on

A flow is running on this conversation

The contact overview says so, and the composer warns that your reply may cross a queued automatic message. If you are about to take the conversation yourself, pause first.

Human takeover

Paused. Automatic replies are off for this conversation until you hand it back.

Taken over Sep 2, 10:24 a.m.Hand back to automationYou can still reply by hand. Nothing is cancelled — handing it back resumes where the automation left off.
02 · Paused

Reply by hand for as long as you need

Automatic replies are off for this one contact. The flow keeps running for every other person in it, and the time you took over is recorded on the conversation.

Human takeover

On. Automation will reply if a flow matches.

I'll handle this — pause automatic repliesPausing never cancels anything, so you can hand it back at any time.
03 · Handed back

Resume when you are done, or leave it paused

Handing back picks up where the automation stopped. If the flow no longer suits this person, leave it paused. Either way nobody else is affected.

warning

Pausing affects this contact only. To stop a flow for everybody, unpublish the flow in Automation Flows.

Replying

Type once, send from the right place.

A reply goes out on the number or mailbox the conversation is already on. You cannot accidentally answer from a different one. Saved replies, an AI tidy-up and consent checks are built into the box you type in.

Communications Inbox · Maya Chen

Quick replies

★ Showing times this week brokerage Pre-approval next steps brokerage Condo status certificate yours

Templates

New listings near you brokerage Open house follow-up yours
Reply to Maya Chen at +1 647 555 0142boltauto_fix_highsend

Saved replies while you type

The bolt opens your Quick Replies and Templates for the channel you are on, marked brokerage or yours. A pick is inserted as text you can still edit, and a template's subject fills the subject line if you have not written one.

  • Merge values are filled in for this contact before the text lands in the box.
  • Nothing sends until you press the arrow.
Communications Inbox · Rewrite my draft with AI
hey maya, sat 11 works, sending the listing + 2 more on the same streetHi Maya, Saturday at 11:00 works. I've sent the listing along with two more on the same street.boltauto_fix_highsend
Undo the rewrite

Tidy up what you have written

One tap rewrites your draft in a cleaner voice. Only your draft is sent to the model, never the conversation, and you can put your original wording back with one more tap.

  • Needs an active AI key, the same one your flows use.
  • The rewrite is a draft too. You still press send.
Communications Inbox · Daniel Okafor
SMSEmail
Daniel Okafor opted out of texts on Aug 14.

No reply can be sent on this channel — by hand or automatically. This is not a setting that can be overridden here.

Consent is checked in the box itself

If a person opted out of texts, the SMS composer closes and says so. The same rule applies to flows, so no automation can send what you cannot. Switch to email if they still allow it.

  • No permission on file yet? A reply is possible once they have given it, usually by submitting an enquiry.
  • Opt-outs record the date, and nobody can override them from here.
visibility
You see your numbers and mailboxes

Agents see conversations on the numbers and mailboxes assigned to them. Admins see the brokerage's own. If a conversation is missing, it is on somebody else's.

shield_person
Assigned means theirs

A conversation owned by an agent shows as assigned, or partly assigned when only some threads are. You can read the part before the handover, but you cannot reply on their behalf.

phone_forwarded
Replies follow the number

Replies to a text arrive back on the same number. If that number is ever reassigned in Communications Settings, the reply follows the number, not the conversation.

Where it lives

The inbox inside the Lead Engine.

The Communications Inbox comes with the Automated AI Lead Engine, the add-on that switches on the texting and email side of Marketing Studio for your brokerage. Agents work their own conversations in the agent portal; admins see every brokerage-owned thread.

Automated AI Lead Engine · add-on
CAD $299 a month, per brokerage

Added to Growth or Dominance AI. Switched on or off at any time, billed pro rata alongside your plan.

  • checkCommunications Inbox for SMS and email
  • checkAutomation Flows, versions and runs
  • checkMass SMS with consent checks
  • checkTemplates, Quick Replies, Tags, Segments
  • checkManaged numbers or your own Twilio
  • checkBusiness hours, holidays, spend limits

The AI tidy-up in the composer and the three AI steps in flows need an active AI key: your own provider key, or the one included with Dominance AI or the AI Assistant add-on.

Questions

Before your first reply.

Does my reply go out from my personal phone?

No. It goes out on the number or mailbox the conversation is already on, the same one the automation used. The contact sees one continuous thread from the brokerage, and every message is logged against them.

What happens to the automation when I take a conversation over?

It pauses for that contact only. Nothing is cancelled, everyone else in the flow carries on, and handing it back resumes where the automation left off. To stop a flow for everybody, unpublish the flow.

Can I text somebody who opted out?

No, and neither can a flow. The SMS composer closes with the opt-out date and says that no reply can be sent on this channel, by hand or automatically. If they still allow email, you can switch to that.

Why can I not see a conversation I know exists?

You see conversations on the numbers and mailboxes assigned to you. A conversation owned by another agent shows as assigned in the admin view, where you can read the part before the handover but not reply on their behalf.

Can I use my saved replies here?

Yes. The bolt in the composer lists your Quick Replies and Templates for the channel you are on, marked brokerage or yours. A pick is inserted as text you can still edit, with this contact's merge values already filled in.

Ready when you are

One thread per person, from today.

Add the Lead Engine to a Growth or Dominance AI site, connect a number and a mailbox, and every text and email lands in one inbox your whole team can read.

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