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The unified inbox is the heart of Revenue Sol. Instead of checking a phone, an email client, a chat widget, and a reviews dashboard separately, every conversation lands in one threaded view tied to the customer’s record.

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Channels in one place

SMS & calls

Two-way texting and call logs via your connected Twilio or RingCentral number.

Email

Connect Gmail, Outlook, or any IMAP/SMTP mailbox to send and receive email in the inbox.

Web chat & forms

Messages from your website chat widget and intake/booking forms.

WhatsApp & Instagram

Inbound and outbound messages via the Meta integration.

Reviews

New reviews surface alongside conversations so you can respond quickly.

Voice AI calls

Calls handled by the AI receptionist appear with their transcript and summary.

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How it works

1

A message arrives

A customer texts, emails, web-chats, or messages you on social. Revenue Sol receives it (via your connected channels) and routes it to the right conversation.
2

It's matched to a contact

The message is tied to a contact record, so you see the full history — past jobs, quotes, payments, and notes — next to the conversation.
3

You (or the AI) reply

Reply yourself, use a canned response, or let the AI employee draft or send the reply automatically.
4

Everything is logged

Each message, call, and AI action is saved to the timeline so your whole team stays in sync.

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Replying to customers

  • Manual reply — type and send from the conversation view, on the same channel the customer used.
  • Canned responses — save reusable replies under Settings → Canned Responses for common questions.
  • AI auto-reply — let the AI employee handle routine replies; see AI Employee.
Missed a call? Revenue Sol can automatically text the caller back within seconds so the lead stays warm. Pair this with the AI employee to qualify and book them without lifting a finger.

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Set up your channels

Phone & SMS

Connect Twilio or RingCentral.

Email

Connect a mailbox in Settings → Email.

Web chat widget

Embed the chat widget on your website.

WhatsApp & Instagram

Connect via Settings → Integrations → Meta.
The inbox is multi-user. Invite your team under Settings → Team so office staff can share the workload while keeping one source of truth per customer.