Get There First Growth+ Feature 4 min read

How the All-in-One Inbox Works

Manage all customer conversations—SMS, email, web chat, social media—from one unified inbox in your dashboard.

Your SmartWebsite Pro dashboard includes a unified inbox where all customer conversations come together—SMS, email, web chat, Facebook, Instagram, and more—in one place.

Available at Growth tier and above.


The Problem It Solves

Without a unified inbox, you’re juggling:

  • Phone app for texts
  • Email client for emails
  • Facebook for Messenger
  • Instagram for DMs
  • Website dashboard for web chat

Messages get missed. Response times suffer. Conversations fall through cracks.


One Inbox for Everything

What Flows In

ChannelWhat It Includes
SMSText messages to your SmartWebsite Pro number
EmailEmails to connected email addresses
Web ChatConversations from your website chat widget
Facebook MessengerMessages from your Facebook page
Instagram DMsDirect messages from Instagram
Google Business MessagesMessages from GBP (if enabled)

What It Looks Like

Each conversation shows:

  • Customer name and contact info
  • Channel indicator (SMS, email, FB, etc.)
  • Full conversation history
  • AI activity (if AI responded)
  • Status and tags

Key Features

Threaded Conversations

All messages from a single contact appear in one thread, regardless of channel. If someone texts you, then sends a Facebook message, both appear in their conversation thread.

Real-Time Updates

New messages appear instantly. No refreshing needed.

AI Integration

Conversations handled by AI are clearly marked. You can see:

  • What AI said
  • When AI responded
  • Whether the conversation is AI-managed or human-managed

Search and Filter

Find conversations by:

  • Customer name or phone
  • Channel (SMS, email, etc.)
  • Status (open, closed, AI-handled)
  • Date range
  • Tags or keywords

Assignments

Assign conversations to team members. Track who’s handling what.


Responding from the Inbox

Choose Your Channel

When replying, you can choose which channel to use:

  • Reply on the same channel they used
  • Switch to a different channel if appropriate

Templates

Save frequently used messages as templates for quick responses.

Attachments

Send images, files, or links directly from the inbox.

Notes

Add internal notes to conversations that only your team sees.


Managing High Volume

Automation Helpers

  • AI responses handle initial engagement
  • Auto-assignment routes to available team members
  • Priority flagging highlights urgent messages
  • Status tracking shows open vs. resolved

Workflow Tips

  1. Use status tags – Mark conversations as “open,” “waiting,” or “closed”
  2. Assign to owners – Each conversation has a responsible person
  3. Check AI-handled – Review AI conversations for quality
  4. Archive resolved – Keep inbox focused on active conversations

Mobile Access

Access your inbox from the mobile app:

  • Same unified view
  • Push notifications for new messages
  • Respond on the go
  • Full feature access

Notifications

Configure how you’re notified:

Notification TypeOptions
New conversationPush, email, SMS
New message in existingPush, email, SMS
Assigned to youPush, email
AI escalationPush, email, SMS
Unread after X minutesPush

Analytics

Track conversation metrics:

  • Total conversations per period
  • Response times
  • Resolution times
  • Channel breakdown
  • AI vs. human ratio
  • Team member performance

Frequently Asked Questions

Does everyone on my team see all conversations?

You can configure permissions. Options include:

  • Everyone sees everything
  • Assigned conversations only
  • Role-based access

Can I connect personal email or phone?

The inbox uses your SmartWebsite Pro accounts. Personal numbers/emails can forward to the system if needed.

What if I miss a message?

Notifications alert you. AI can handle initial responses. Reports show response times so you can identify gaps.

Is there a conversation limit?

No limit on conversations. History is preserved.

Can I export conversations?

Yes. Export to CSV for records or analysis.


Need Help?

Questions about the unified inbox? Our support team is available 24/7:

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