Manage your Phone inbox

View, organize, and assign your phone conversations in Wonderly.

The Phone Inbox collects all conversations from your AI Phone Agent so you can review them, assign follow-ups to team members, and tag them by priority. You can also reply to callers via SMS directly from this view if your business has completed the SMS compliance process.

View your phone conversations

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When to use: You want to review your phone messages and take quick actions.

  1. Click Inbox in the main sidebar.

  2. Select the Phone agent tab in the secondary sidebar.

  3. Browse your phone conversations.

  4. Use the available options on any conversation: Archive, Mark as unread, Snooze, or Copy message link.

Expected outcome: All phone conversations appear in the Phone agent tab as they come in.


Assign a phone conversation to a team member

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When to use: A phone conversation needs follow-up from a specific person on your team.

  1. Click Inbox in the main sidebar.

  2. Select the Phone agent tab in the secondary sidebar.

  3. Open the conversation you want to assign.

  4. Click Unassigned at the top of the conversation.

  5. Select the team member from the dropdown.

Expected outcome: The conversation now shows the assigned team member, and they will see it in their Assigned to Me tab in the Inbox.


Tag a phone conversation with a label

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When to use: You want to organize a conversation by priority or status.

  1. Click Inbox in the main sidebar.

  2. Select the Phone agent tab in the secondary sidebar.

  3. Open the conversation you want to label.

  4. Click the label icon at the top of the conversation.

  5. Choose from the available labels: Urgent, To Do, or To Read.

Expected outcome: The conversation is tagged and accessible from the top of the My Inbox tab for quick filtering.

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