Last updated: January 2026
The Inbox brings all your communications into one place. Manage emails, SMS messages, and call history without switching between apps. Every conversation is automatically linked to contacts and deals.
Your emails are organized into conversation threads, just like Gmail. Each thread shows:
Use the search bar to find emails by:
Press Enter to search, or click the X to clear your search.
Click the refresh button to check for new emails. The inbox also automatically refreshes every 60 seconds when the tab is active.
Click any email thread in the list to open it. The full conversation appears on the right side.
See all messages in the conversation, with the most recent at the bottom. Each message shows the sender, timestamp, and full content.
Use the compose area at the bottom to reply to the thread. Your reply will be sent from your connected email account.
Ralivi automatically checks if email participants exist in your contacts. When viewing a thread, you'll see:
If someone in the thread isn't in your contacts, you'll see a prompt to add them. Click to create a new contact with their email pre-filled.
If a contact exists but has no deals, you'll see a prompt to create a deal. This helps you track opportunities without missing them.
When contacts are already in your system, you'll see their name and company. Click to view their full profile.
If you've connected multiple email accounts (Gmail, Outlook, or both), you can:
By default, the inbox shows emails from all connected accounts in one unified view.
Use the account dropdown to filter emails from a specific account. The count shows how many emails are in each account.
If you have Twilio SMS capability enabled, the SMS tab lets you send and receive text messages:
SMS messages are organized by phone number, showing:
Note: SMS capability requires Twilio integration. Contact your administrator to enable this feature.
If you have Twilio voice capability enabled, the Calls tab shows your call history:
Each call record shows:
Click any call to add notes about the conversation. These notes are saved with the call record and visible to your team.
If call recording is enabled, you can play back recordings directly from the call history.
Note: Voice capability requires Twilio integration. Contact your administrator to enable this feature.
When you see prompts to add missing contacts, do it right away. This ensures all future communications are automatically tracked.
When you see opportunities in email threads, create deals immediately. This helps you track the opportunity and get relevant suggestions.
Instead of scrolling through hundreds of emails, use search to find specific conversations quickly.
After every call, add notes about what was discussed. This creates a valuable record for you and your team.
Respond to important emails promptly. The inbox automatically refreshes, so you'll always see the latest messages.
Learn how to connect your email account to start using the inbox.
Email Integration Guide →