Inbox & Communication

Work the unified inbox across SMS, calls, and email with templates.

• Get started with your InboxYour Inbox is one feed that gathers due tasks, replies, missed calls, and SAMI suggestions so nothing slips.
• Filter and triage Inbox itemsUse the Inbox type and time filters to narrow your view, share a filtered link, and clear the day's items fast.
• Reply to and clear Inbox itemsReply to messages, call back missed calls, complete tasks, and mark Inbox items done so they leave your feed.
• Use the Messages conversation viewRead and reply to full SMS threads grouped by contact in the Messages split view.
• Send a text message to a contactReply to a contact by text right from the Messages thread, with saved SMS templates that merge in their details.
• Understand SMS delivery statusesRead the check and alert icons on outbound texts to know if a message sent, delivered, or failed.
• Create SMS and email templatesBuild reusable SMS and email templates with merge fields so your follow-up sends faster and stays personal.
• Connect your Gmail or Outlook inboxLink a Gmail or Outlook mailbox so SAMI OS can send and receive email on your behalf.
• Send, reply to, and forward emailsEmail a contact from their record or the Inbox — compose, apply a template, and reply or forward to keep the thread.
• Buy and assign phone numbers for calls and SMSPurchase a Twilio number and assign it as a personal, SAMI, or group line that routes calls and texts the way your team works.
• Register for A2P 10DLC to send SMS reliablyRegister your brand and SMS campaign for A2P 10DLC so US carriers deliver your texts reliably.
• How SAMI reads and routes inbound textsHow SAMI classifies every inbound text and takes matching CRM actions like status changes, tasks, and replies.
• Handle opt-outs and Do Not ContactSee what happens when a contact texts STOP and how SAMI marks them Do Not Contact to keep your texting compliant.