Inbox & monitoring

Every channel, one inbox, graded.

Everything a customer does arrives in one place, graded before you look. Email, WhatsApp, SMS, chat and live calls are all conversations on the same list with one assignment model and one search.

Shared inbox 3 open
  • Dana Whitfield Re: Chipped tooth — can I be seen this week? Draft ready 8:42p
  • +1 206 ··· ···· Message taken — callback requested for the morning Answered 8:41p
  • Marcus Reid do you do same-day crowns? Answered 7:15p

Email, calls, WhatsApp and web chat on one list, graded every half hour so the ones needing a person are already at the top.

Or just ask for it

The inbox comes to you.

Already graded, and you can reply to the summary with an instruction.

from:octo digest
OctoThis morning: 3 need you — Plus what happened, and one opportunity7:00am
OctoAlert: spend at 80% of budget — $412 of $500, 9 days leftYesterday
OctoRe-graded at 12:30 — The Kepler thread went from 3 to 1Tue

InboxThis morning: 3 need you

OOcto7:00 AM

Needs you: Kepler wants a refund decision · a caller asked for the owner by name · one invoice dispute. Happened: 41 conversations, 38 handled. Opportunity: four people asked about Saturdays this week.

Dme7:06 AM

Give Kepler the refund. Reply to the owner one saying I’ll call at 11.

Octoonline
anything actually urgent right now?1:05 PM ✓✓
One priority 1: the invoice dispute. Two priority 2s are already answered and don’t need you.1:05 PM
find that thread about the broken hinge1:07 PM ✓✓
Found it — SMS, 6 Aug, from Wen-Hui Chang. Search works in Chinese and pinyin too, if that’s easier.1:07 PM
don’t alert me after 8pm1:09 PM ✓✓
Quiet hours set to 8pm–8am. Anything that fires overnight waits for the morning digest.1:09 PM
Message
#omniocto4 members
DWDana9:15 AM

@Octo what’s unassigned and flagged?

OOctoAPP9:15 AM

On it 🔧(runningtriage_conversations…)

Five unassigned, two flagged needs-attention. The sweep re-grades every 30 minutes. (edited)

👀 1

3 replies · last reply 6m ago

MRMarcus9:22 AM

assign both flagged ones to me

Message #omniocto

Email octo@agent.omniocto.com · WhatsApp 1-MAN-ASK-OCTO · Slack #omniocto

Unified inbox across seventeen channels
One thread list, one set of labels, one search across every channel a customer might use.
Live phone calls inside the inbox
A call in progress appears with its transcript building line by line, next to the email threads.
Assignment & queues
Conversations are owned by someone rather than hoped over, with queues for the ones that are not yet.
Labels & statuses
Consistent labels applied automatically by triage, and statuses that survive across channels.
Auto-triage: priority and needs-attention
Every conversation gets a priority from 1 to 5 and a separate flag for whether a human specifically needs to act. They are different questions: an urgent thing can be handled, and a quiet one may not be.
Always-on triage sweep
The sweep re-grades every thirty minutes with nothing to configure, so a thread that turned bad at lunchtime is flagged before you are back.
A digest you can reply to
Needs you, what happened, and an opportunity — as a real email, so replying with an instruction is how you act on it. The facts are queried directly rather than summarised from transcripts.
Breakage & budget alerts
Something broken, or spend crossing 50%, 80% and 100% of budget, told to you when it happens rather than at the end of the month.
Quiet hours, snooze and one-click unsubscribe
Notifications respect the hours you set, so being woken at 3am by a threshold is a choice rather than a default.
Message reactions
React on a message where the channel supports it, so acknowledgement does not need a whole reply.

What this powers

The jobs these capabilities do.

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