Work through your Inbox
Review incoming work, keep what matters, and hand useful context to an agent or Channel.
Inbox brings items from connected services into one place for review. It helps you decide what needs attention without turning every email, message, or event into a Session.
Find what needs attention
Open Inbox from the main navigation.
Use the filter to move between:
- Active, for items still waiting for a decision;
- Mentions, for items that refer to you; and
- Done, for items you have already dealt with.
Search narrows the current view. Related messages may be grouped into one thread so you can review them together.
Read the full context
Choose an item to open its details. Depending on the source, you can see the parsed content, the original presentation, people involved, dates, source actions, and the surrounding thread.
The source system remains authoritative. Inbox is a working view of connected information, not a replacement for the original mailbox, calendar, or service.
Decide what happens next
Use the smallest action that fits:
| Action | Use it when |
|---|---|
| Archive | No more work is needed |
| Restore | A completed item needs attention again |
| File to channel | The context should be kept with shared business records, but no agent work is needed |
| Hand off to agent | You want to create Channel context and start a Session from the item |
| Draft reply | A Gmail item needs an agent-prepared draft for you to review |
For a hand-off, choose the target Channel, decide whether the focused message or full thread matters, and add a short starter note. You can also select a specific passage and add it as a clip.
A hand-off creates traceable work
Handing off creates a Channel record and starts a Session with the selected Inbox context. The Inbox item then links to that work so another person can see what happened.
Understand source actions
Some actions can also update the connected service. For example, archiving a Gmail item may archive it in Gmail rather than only hiding it in the Twin workspace.
The workspace reports a failure when a source action does not complete. Do not assume that the original service changed until the action is confirmed.
Keep Inbox useful
- Archive items that no longer need a decision.
- File durable context into the most relevant Channel.
- Start a Session only when there is a clear outcome for the agent.
- Use a starter note to explain the result you want, not merely to repeat the message.
- Check the original source before acting when the parsed view is incomplete.