Set up your Inbox in SkedX CRM: channels, who becomes a record, the side panel, templates

Go to Inbox. Click the gear (1) in the Inbox header, beside Compose. The pop-up shows nine cards; each card’s line says how your company is set up, and each says whether a change reaches everyone or only you. A greyed card says why and offers one fix.

Open Email accounts. Your inbox (1) is yours; the Organization inbox (2) is the shared mailbox the whole team reads. Under your own inbox choose People in the CRM or All mail (3): the default shows only mail from people who already have a record, so personal mail never appears here. SkedX Flow follows the same choice. The Organization inbox has the same switch once it is connected: one choice for everyone who reads it, changed by an admin; until someone chooses, it says “Not chosen yet” and the Inbox shows all its mail. A Gmail or Outlook mailbox wears its own logo; a custom (IMAP) mailbox — Zoho, Titan, your company’s own server — shows its provider’s logo once SkedX has fetched it, or a plain envelope if it has none.

Connect Outlook or Connect Gmail, in Email accounts or on the Inbox’s connect panel, opens one step before Microsoft’s or Google’s own screen. Use it for (1): Inbox is ticked — for Outlook, SkedX copies incoming and sent mail from today on, every 2 minutes, and sends from this address; for Gmail it sends from this address, and copying its mail is one more step in Email accounts (a Google app password, about two minutes); Calendar is one tap away. Who sees this mail? (2): Only me, or Everyone in the company — a shared inbox like hello@, which only an admin can choose (anyone else sees it greyed with Ask ‹name› ›), and which is never anyone’s calendar. Skode will be able to (3) follows your ticks. Continue with Microsoft (4) — or Google — asks for exactly what is ticked.

Under each Outlook or Gmail mailbox, Inbox and Calendar (1) are green when allowed; the Calendar chip names its link — Teams links for a work or school Outlook, Meet links for Gmail, and just Calendar for a personal outlook.com, which Microsoft gives no Teams links. A use that is not allowed says not allowed with its door: Allow Calendar to use it › (2) opens Calendar’s Connected accounts and brings you back once it is allowed; Allow Inbox to use it › asks here for the mail only. Only me and Change › (3) say and change who sees it.

Change › opens Who sees this mail?. Pick Everyone in the company (1). Before you save, it says what changes (2): Calendar stops using the address, and everyone in SkedX can read and reply to its mail, including the mail already copied. Save (3). Only an admin shares an inbox, within your plan’s shared inboxes; an admin with no inbox of their own can make the shared one theirs.

Connected for Calendar only? The Inbox and Email accounts say so: Your Outlook is connected for Calendar. Allow Inbox to use your Outlook (1) opens Microsoft’s window on that address and asks only for the mail — only you see it. Not now (2) puts it away; the door stays in Email accounts. Right after you connect a mailbox for the Inbox, the Inbox asks once: Also use it for Calendar? — Yes, add Calendar or Not now.

Mail is allowed in one place — Settings › Email. A screen that needs your mailbox — the email composer’s From, a meeting’s answers, a company’s colleague suggestions, the Outlook or Gmail card in Settings → Integrations — says why and offers Allow in Inbox ›. Settings › Email then opens with ‹ Back to … (1) where the way back to Settings usually is; connect your Outlook or Gmail (2) and you are taken back by yourself. Changed your mind? ‹ Back to … returns without connecting anything.

Open Channels. Each chat channel shows its state (1). Connect in Flow (2) takes you to SkedX Flow for the QR scan and Meta’s permissions, then you come back here. Show in CRM Inbox (3) hides a channel from this inbox only — its chats leave the list, the counts and the notifications; Flow still receives them.

Open WhatsApp templates. The tabs (1) show approved, waiting and rejected templates, each with how many were sent in the last 30 days and when it was last used; a rejected one carries Meta’s reason when Flow has it. New template in Flow (2) opens the editor in SkedX Flow; the list refreshes when you return.

Open Chats as your profile — the tile carries your profile’s word. The switch in the title (1) turns it on; tick (2) each channel and mailbox whose new people are added, and pick the profile (3) they become. People already in the CRM (same phone or email) are linked, never added twice, and their chats show on their record. Rules for only some chats, who is waiting and what to do when it cannot run: Turn chats into records with “Chats as <profile>”.

What crosses (1): name, phone and email each land in the profile field shown, and the ad and campaign come from Signal. Blanks are filled, never overwritten. A field your profile’s layout requires is tagged Required (2) — a chat without it waits on the card instead of becoming half a record — and Change in layout (3) is where Required is set, or where a field can let chats skip it.

Open Chat side panel. Under Reach them (1) and Do something with them (2), choose which kinds of button are allowed: the buttons themselves are worked out per person — the chat you are in first, then the other channels they can be reached on, then what you can do with the record; four show and the rest fold under More. Add to call list… is off until you switch it on; then it puts the person on one of your active call lists. Further down, switch sections on or off and drag them into order by their handle (or focus the handle, press Space, use the arrow keys, press Space), and pick up to eight fields from each profile’s layout for Details. Where they came from shows how the person first found you, as SkedX Signal recorded it — an ad chat, a campaign link or a website visit — marked “from SkedX Signal”; when Signal does not know them yet, it shows what SkedX Flow knows about this chat. The panel on the right is a live preview; switch it between Not in the CRM and In the CRM (3). Save, and every chat’s panel follows.

Hover a conversation: a tray (1) offers Mark read/unread, Snooze, Pin and More. Right-click for the full menu (2). A broadcast you sent to many people is one row (3); open it to see who replied. On a phone, swipe right to mark read or unread, swipe left to snooze, long-press for the menu.

Above the list, Chats and Email (1) split the Inbox in two: WhatsApp, Instagram and Messenger on one side, your email on the other. Each tab shows its count once it has loaded, and the Inbox remembers the side you were last on. On the Email side, two or more emails from one automated sender — noreply@, notifications@, alerts@ and the like — fold into one row marked Automated (2), with how many emails, the newest subject and how many are unread. Click it and they open in place beneath it (3); click again to fold them. Mail from people (including info@ or sales@ addresses) never folds, and a pinned email always stays its own row. If the Chats side is empty, it says so and offers Open Email.

In SkedX Flow, open Inbox → the gear → Skode CRM. The card lists the CRM’s rules (1) in the same words: the channel, the condition and the profile each one adds people to, and how often they ran. The rules live in SkedX CRM, so both products always agree; Change in Skode CRM (2) opens the CRM’s own card. A rule pointing at a profile the CRM no longer has says so, with Fix it in Skode CRM.

In SkedX Flow, Contacts → Import (or Audiences → Import a sheet). Next to Verify, tick Also add these people to (1) and pick the profile (2). The tick is off every time you open the sheet: without it, an upload never creates anyone in the CRM. Someone your company’s CRM does not know, or whose role cannot import, sees why and who to ask instead of the tick.

When the import finishes, the notice in the corner says what the CRM did (1): how many were added to the profile and how many it already had. Someone already in the CRM is linked to their record, never added twice. If the CRM refused or did not answer, the notice says why, your contacts stay in Flow, and Try again sends them once more.