Every channel in one place
The Inbox pulls together all the ways a customer can reach you:- Calls placed through your connected phone number, including missed calls, voicemails, and AI receptionist activity.
- SMS texts sent and received on that same number.
- Email threads tied to a contact.
- Web-form leads captured from your website or booking forms.
Messages your AI Employee answers automatically also appear in the Inbox, so you always have a full record of what was said and when.
How conversations are organized
Each conversation is threaded by contact, so every call, text, and email with the same customer stays in a single timeline. You can read the back-and-forth in order, see which channel each message came through, and reply from the same screen. When a new message arrives from someone who isn’t yet in your CRM, Revenue Sol creates a contact automatically. From any conversation you can jump straight to the contact’s profile to see their lead stage, jobs, quotes, invoices, and notes alongside the chat.Open a conversation
Select any thread in the Inbox list to load its full history across all channels.
Read the context
Review past messages, calls, and notes, plus the linked contact details on the side.
Reply in the right channel
Respond by text or email from the same view, or place a call using your connected number.
Status and triage
Conversations carry a status so your team knows what still needs attention. You can mark threads as read or unread and resolve them once a customer’s request is handled, which keeps your active list focused on what’s open. This makes it easy to triage a busy morning: clear out the conversations that are done and surface the ones waiting on a reply.The team view
The Inbox is shared, so everyone on your team works from the same conversation history. A dispatcher, an office manager, and a technician all see the same threads, which prevents duplicate replies and the awkward “who already responded?” problem. When one person answers a text or returns a call, the update is visible to the whole team in real time.Looking for the bigger picture? Use Reports to see response times and communication volume across your shared Inbox.
Frequently asked questions
Do I need a separate app for calls and texts?
Do I need a separate app for calls and texts?
No. Once you connect your Twilio or RingCentral number, calls and SMS flow into the same Inbox as email and web-form leads.
What happens to messages my AI handles?
What happens to messages my AI handles?
AI receptionist and AI Employee replies are logged in the conversation thread, so you keep a complete, searchable record.
Can multiple people use the Inbox at once?
Can multiple people use the Inbox at once?
Yes. The Inbox is shared across your team, and updates appear for everyone so you avoid double-replies.
Next steps
Connect your phone number
Link your Twilio or RingCentral number so calls and texts reach your Inbox.
Set up the AI receptionist
Let AI answer calls and texts around the clock and book jobs automatically.
Manage your contacts
See how conversations connect to contacts, leads, and your pipeline.