📥 Inbox

The Inbox is where all your voice responses come to life. Every time someone fills out one of your intake links, a new case appears here — complete with transcriptions, AI insights, and tools to take action.

Think of it as a smart, purpose‑built command centre for your feedback. 🎯

Here's what the Inbox looks like:

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📋 The Case List

When you open the Inbox from the sidebar, you'll see a clean, scannable table of all cases across your workspace:

Column	What it shows
Case	The intake link name and an AI‑generated summary preview. An 🔴 overdue dot appears if any actions or alerts have passed their deadline.
Status	The current status badge (see status options below).
Priority	The priority level — colour‑coded for quick scanning.
Actions / Alerts	Counts of open actions (✓) and open alerts (🔔) attached to the case.
Deadline	The nearest upcoming deadline — shows "Overdue", "in 3h", "in 2d", etc.
Date	When the response was submitted.

Click any row to open the full case detail.

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🔍 Filtering & Search

Narrow down exactly what you're looking for using the filter bar at the top:

Filter	Options
Status	All, New, In Progress, Waiting, Resolved, Closed, Spam
Priority	All, Urgent, High, Normal, Low
Alerts	All, Has open alerts
Overdue	All, Overdue only
Search	Free‑text search across link names and AI summaries

Filters combine together, so you can quickly find things like "all urgent cases with open alerts" or "overdue cases from a specific form".

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📄 Case Detail View

Click into any case and you'll see a polished two‑column layout with everything you need:

Left Column — Responses & Actions

🏷️ Case Header

At the top you'll find:

• Link name — Which intake form this response came from.
• Status & Priority selectors — Change them instantly with inline dropdowns.
• 🤖 AI Summary — A concise, AI‑generated summary of what the respondent said, shown in a highlighted card.
• AI Metadata — Sentiment (positive/neutral/negative/mixed), urgency score (1–10), and auto‑detected category.

🎤 Responses

All answers are displayed in order, each in its own card:

• Question prompt — The exact question that was asked.
• Answer — Transcribed voice text, typed text, selected choices, or structured values.
• Duration — For voice answers, shows the recording length.
• Follow‑up threads — If AI probing was enabled, follow‑up Q&A pairs are nested below the original answer with a clear visual thread.

✅ Actions

A checklist of follow‑up tasks tied to this case:

• Check off actions as you complete them — they get a strikethrough.
• Due dates with colour‑coded overdue indicators.
• Priority badges (Low, Normal, High, Urgent) on each action.
• 💡 Suggested actions — AI‑recommended follow‑ups from the template. Click Add to convert them into real actions.
• + Add Action — Create custom actions with a title, priority, and optional due date.

Right Column — Alerts

🔔 Alerts

AI‑triggered notifications and manual alerts for this case:

• Severity levels with distinct icons:
  • ℹ️ Info — FYI, no immediate action needed.
  • ⚠️ Warning — Worth attention soon.
  • 🚨 Critical — Needs immediate action.
• Acknowledge — Mark an alert as seen without resolving it.
• Resolve — Close the alert when it's been addressed.
• Due dates — Optional deadlines with overdue highlighting.
• + Add Alert — Create manual alerts with a title, description, severity, and due date.

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🏷️ Statuses & Priorities

Case Statuses

Status	Colour	When to use
New	🔵 Blue	Fresh response, not yet reviewed.
In Progress	🟠 Orange	You or a teammate is actively working on it.
Waiting	🟣 Purple	Blocked — waiting for respondent reply or external input.
Resolved	🟢 Green	All actions completed, feedback addressed.
Closed	⚪ Grey	Archived — no further action needed.
Spam	🔴 Red	Flagged as spam or irrelevant.

Priority Levels

Priority	Colour	Use for
Low	🟢 Green	Nice‑to‑know feedback, no rush.
Normal	⚪ Grey	Standard — review when convenient.
High	🟠 Orange	Important feedback needing prompt attention.
Urgent	🔴 Red	Critical issue — act immediately.

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🧠 AI‑Powered Insights

Every case is enriched with AI analysis — no manual tagging required:

Insight	What it tells you
AI Summary	A one‑line summary of what the respondent said across all questions.
Sentiment	Overall tone — Positive, Neutral, Negative, or Mixed.
Urgency Score	A 1–10 rating of how urgently this feedback needs attention.
Category	Auto‑detected category (e.g. bug report, feature request, complaint).
Actionable Flag	Whether the feedback suggests a concrete follow‑up action.
Key Topics	Automatically extracted themes and subjects.

These insights power the filtering, sorting, and alert systems — so the most important feedback naturally rises to the top.

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💡 Tips for Inbox Power Users

• Start with "New" + "Urgent" — Filter for new, urgent cases first to catch critical feedback immediately.
• Use AI summaries to triage — You can scan dozens of responses in seconds without opening each one.
• Create actions, not mental notes — Turn every "I should follow up on this" into a tracked action with a due date.
• Let alerts work for you — Set up alert rules so the system flags important patterns automatically. You don't have to review every single response manually.
• Resolve closed‑loop — When you've addressed feedback, mark cases as Resolved. This keeps your Inbox clean and your metrics accurate.
• Check the overdue filter daily — Stay on top of deadlines by filtering for overdue items each morning.

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🎓 What's Next?

• Alerts — Learn how to set up automatic alert rules.
• Intake Page — Customise what respondents see.
• Templates — Browse pre‑built form templates.
• Webhooks — Push new responses to external tools in real‑time.
• Key Concepts — Review all platform building blocks.