Inbox overview
The Servinix Inbox is a unified workspace for managing SMS and phone conversations with your customers. All inbound messages across your connected channels land in one place, so your team can respond, schedule work, and send estimates without switching between tools.How conversations arrive
Conversations appear in the Inbox in three ways:- Customer-initiated — A customer texts or calls your Servinix phone number. The message creates a new conversation thread automatically.
- Outbound follow-up — A team member reaches out to a lead or existing customer; the thread is created at the point of first contact.
- Maya (AI CSR) — When the AI receptionist handles a call and logs a message or takes a booking request, the resulting interaction can surface in the Inbox for human follow-up.
Filters
The Inbox toolbar provides four filters that let your team focus on the conversations that need attention:| Filter | Shows |
|---|---|
| All | Every conversation across all channels |
| Unread | Conversations with messages your team has not yet read |
| Assigned to Me | Conversations assigned to the logged-in user |
| Closed | Conversations that have been marked closed |
Conversation actions
Each conversation in the Inbox gives you access to three actions without leaving the thread:- Send estimate — Draft and send a cost estimate to the contact via SMS or email.
- Send payment link — Share an invoice payment link once an estimate has been accepted and an invoice generated.
- Schedule visit — Open the scheduling flow to book a job for the contact, choose a service type, and confirm an available time slot.