CRM communication, inbox, and calling can require separate enablement and provider setup.
Prepare email
Connect your mailbox in communication settings where available for your organization. Before sending, review the sender, recipients, subject, attachments, and template variables. Resolve any remaining variables before sending.
The email view separates incoming and outgoing messages. Open the conversation to consider earlier exchanges. After an error, check delivery state before sending the same message again.
Work the inbox
Use the inbox to assign and process conversations. Assign an owner, respond to open messages, and close or snooze conversations using the available actions.
Calling and conversation review
Calling requires a ready provider and phone number configuration. Conversation review is an additional module. Check consent and processing state before using a transcript or summary.
Review suggested next steps in the conversation view, then accept or dismiss them. A suggestion is not a completed task.
