Inbox page navigation

The Inbox in Wonderly is your unified communication hub where all client interactions converge in one place.

Inbox sidebar

• Search button – Type your search query, such as a keyword, client name, topic, sender, or subject.

• Email – Send a new message from your personal email or a shared inbox address

• Phone – Quickly trigger a call or send a text message to any of your Wonderly contacts

• Labels – Use them to stay organized and focused on what matters most.

  • Urgent – Messages that need immediate attention (e.g., a lead asking for a quote, a client flagging an issue)

  • To Do – Messages that require action but aren't time-sensitive (e.g., a document request, scheduling follow-up)

  • To Read – Messages that are informational only (e.g., a receipt, confirmation, newsletter)

• When clicking on any of these labels, the tertiary sidebar will show:

  • Filter – See all conversations or only unread messages.

  • Three-Dot Menu – Access additional actions:

    • Switch to list view – Change how your inbox conversations are displayed:

      • Preview view – Shows conversation previews with more visual information.

      • Split view – Shows a simpler, more compact list format with just conversation titles and dates.

    • Refresh – Manually updates your inbox to show the latest conversations and messages.

    • Add account – Allows you to connect additional email accounts to your Wonderly Inbox.

• My Inbox – Shows emails connected to your personal email account (Gmail or Outlook)

  • When clicking on My Inbox, the tertiary sidebar will show the same structure as above.

  • From Inside the Conversation (top bar):

    • Mark as read / Mark as unread – Update whether the message has been reviewed.

    • Assignee – Assign the conversation to a teammate (shows as "Unassigned" if no one is assigned yet).

    • Labels – Add or remove labels (Urgent, To-Do, To-Read)

    • New Deal – Create a new sales opportunity in your pipeline based on the conversation.

    • Archive – Move the conversation to your archived tab.

    • Snooze – Hide the conversation temporarily with a reminder time.

    • Three dots menu – Access Forward and Mark as Spam options.

  • Assigned to Me – Shows conversations from shared inboxes that someone delegated to you.

• Shared Inbox Feature – A team-wide communication hub where your entire team can see incoming messages from clients and leads in one place.

  • Tertiary Sidebar:

    • Filter – See all conversations or only unread messages.

    • Three-Dot Menu – Access additional actions:

      • Switch to list view – Change how your inbox conversations are displayed:

        • Preview view – Shows conversation previews with more visual information.

        • Split view – Shows a simpler, more compact list format with just conversation titles and dates.

      • Refresh – Manually updates your inbox to show the latest conversations and messages.

      • Add account – Allows you to connect additional email accounts to your Wonderly Inbox.

• Client Intake – Shows all form submissions from your Wonderly website in one unified view. Every time someone fills out your intake form, the submission appears here automatically.

• Phone Agent – Displays all incoming call conversations from your AI phone agent in one unified view. Every call is automatically recorded, transcribed, and summarized.

• More dropdown – Access to different conversation views and statuses.

  • Sent – View all emails you've sent from your Wonderly Inbox.

  • Snoozed – See conversations you've temporarily hidden with a snooze reminder (they'll reappear at the time you selected)

  • Draft – Access unsent email drafts you've started composing but haven't sent yet.

  • Archived – View conversations you've removed from your active inbox without deleting them.

  • Spam – See emails marked as spam or unwanted messages.