User Guide

Daily-driver reference for agents and sales reps.

Shared Inbox

• Bubbles render text, images, video, audio, docs, PDFs, location, contact cards, and interactive messages
• Quick actions — reply, forward, quote, react, edit (within Meta's 15-minute window), delete
• Typing indicators and read receipts update over Realtime
• ⌘K opens the command palette
• / opens slash commands (canned replies, templates, mentions)

Keyboard shortcuts

| Shortcut | Action | |----------|--------| | ⌘K | Command palette | | ⌘/ | Show shortcuts | | ⌘Enter | Send message | | J / K | Next / previous conversation | | E | Mark done | | A | Assign | | # | Add label |

CRM basics

• Every conversation surfaces the customer profile sidebar
• Drag deals across stages on the pipeline board
• Quotes generate PDFs; invoices track partial payments

Productivity

• Saved replies — favorite the ones you use daily
• Send Later — schedule outside customer hours
• Drafts — auto-saved per conversation