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Smart Inbox: Overview

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Navigate to https://aicpanel.smsit.ai/home

Overview Guide: Introducing the Smart Inbox - Your omnichannel CRM solution. Seamlessly connect with clients across SMS, WhatsApp, Facebook DM, and many other communication channels in one unified platform. Manage interactions, track conversations, and nurture relationships effortlessly. Unlock the power of personalized, multichannel communication with SMS-iT's Smart Inbox.

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Click on the "Quick Links" icon

Click on the "Quick Links" icon
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Click on "Smart Inbox"

Click on "Smart Inbox"
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Welcome to the Smart Inbox! This is your centralized hub for communicating with customers on any channel they prefer.

Welcome to the Smart Inbox! This is your centralized hub for communicating with customers on any channel they prefer.

Smart Inbox: Sending a Text

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Let's start by sending a simple text message.

Let's start by sending a simple text message.
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Choose your sending number from the pull-down menu. The selected number becomes "Sticky," ensuring seamless communication. When you return to the inbox for that customer, the system remembers the previous texts' number for a smooth experience.

Choose your sending number from the pull-down menu. The selected number becomes "Sticky," ensuring seamless communication. When you return to the inbox for that customer, the system remembers the previous texts' number for a smooth experience.
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Compose your message and click "Send Message."

Compose your message and click "Send Message."
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Your message appears in the inbox as a sent message.

Your message appears in the inbox as a sent message.
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We received the response. The simplicity of the Smart Inbox shines through. However, you can use as many channels as you like, as we'll now explore.

We received the response. The simplicity of the Smart Inbox shines through. However, you can use as many channels as you like, as we'll now explore.

Omni-Channel Communication

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Click on Social Network Channel

Click on Social Network Channel

You'll discover all the channels available for communicating with your customers. These include: Chat Widget iMessage Google Voice Facebook Instagram Linkedin Snapchat Skype Reddit Tiktok Twitter WhatsApp Google Business Profile WeChat Slack Discord Twitch Pinterest Viber Youtube Weibo Gmail Email SMTP API Telegram Line

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you would simply click on the desired channel.

you would simply click on the desired channel.
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Clicking on the icon immediately allows you to create a message for that channel.

Clicking on the icon immediately allows you to create a message for that channel.

Adding Channels: Quick Overview

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To add a new channel click on "Inbox"

To add a new channel click on "Inbox"
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Click on "Add Inbox"

Click on "Add Inbox"
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Here, simply click on the communication channel you wish to add and follow the straightforward instructions provided. You can find tutorials for each channel listed in the "Configuring Social Channels" section.

Here, simply click on the communication channel you wish to add and follow the straightforward instructions provided. You can find tutorials for each channel listed in the "Configuring Social Channels" section.

Other Features

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Click on "Profile"

Click on "Profile"
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From here you can delete, export chat, unsubscribe contact, edit contact, and view notes.

From here you can delete, export chat, unsubscribe contact, edit contact, and view notes.
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From this icon you can create appointments.

From this icon you can create appointments.
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Create an appointment.

Create an appointment.
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Click on "Opportunities"

Click on "Opportunities"
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Here you can see your opportunities, and create new opportunities.

Here you can see your opportunities, and create new opportunities.
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Generate an opportunity and place it into a pipeline.

Generate an opportunity and place it into a pipeline.
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Or create a task.

Or create a task.

ChatGPT This serves as a concise overview of the Smart Inbox section of SMS-iT. For detailed instructions on creating opportunities, pipelines, tasks, and notes, please refer to other tutorials.

Done