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ERP.AI Omnichannel Inbox

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Omnichannel Inbox

Tickets, queues and slas, in one system.

Unified inbox for email, SMS, social, WhatsApp, and web messages

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Explore the specification

Omnichannel Inbox · Illustrative data · Planned system
ERP•AI
Support › Omnichannel Inbox
Intake Triage Assign Resolve CSAT
My Open ConversationsConversations
YouStatusnot Resolved or Closed or Quarantined
Conversation NumberCustomerPrimary ChannelSubjectPriority
CNV-22266CUS-129CHN-2008New cnv-517Low
CNV-65927CUS-020CHN-7231Open cnv-706Medium
CNV-79525CUS-147CHN-9785Pending cnv-507High
CNV-43563CUS-093CHN-4638Snoozed cnv-528Urgent
CNV-19576CUS-236CHN-2853New cnv-361Low
CNV-81835CUS-085CHN-1342Open cnv-890Medium
SLA RiskSLAEvents
StatusPendingAtRiskdue in 30 min
Pending
SLV-63265CNV-48012
SLV-44219CNV-56100
SLV-76025CNV-99932
AtRisk
SLV-85173CNV-21257
SLV-90627CNV-49132
SLV-59977CNV-88500
Unassigned QueueConversations
no assigned agentNew
Conversation NumberCustomerPrimary ChannelChannel AccountPriority
CNV-18723CUS-110CHN-1287CA-110Low
CNV-86618CUS-168CHN-9785CA-130Medium
CNV-19329CUS-219CHN-8293CA-140High
CNV-40525CUS-054CHN-1085CA-120Urgent
CNV-64241CUS-172CHN-7720CA-110Low
CNV-83429CUS-100CHN-4742CA-110Medium
High-Priority + Negative-SentimentConversations
Statusnot Resolved or ClosedPriority High Urgent or Sentiment Negative VeryNegative
Conversation NumberCustomerPrimary ChannelPrioritySentiment
CNV-39801CUS-119CHN-2874HighNegative
CNV-83406CUS-025CHN-9827UrgentVeryNegative
CNV-62977CUS-230CHN-8206HighNegative
CNV-17575CUS-159CHN-4039UrgentVeryNegative
CNV-78056CUS-167CHN-6641HighNegative
CNV-18285CUS-024CHN-6916UrgentVeryNegative
Quarantine — Spam ReviewConversations
Quarantined
Conversation NumberCustomerPrimary ChannelChannel AccountOpened At
CNV-80152CUS-117CHN-5562CA-11010 Sep
CNV-92486CUS-024CHN-8118CA-12009 Sep
CNV-58544CUS-200CHN-3632CA-11006 Sep
CNV-74180CUS-200CHN-5745CA-12023 Sep
CNV-75037CUS-083CHN-1515CA-11027 Sep
CNV-54987CUS-095CHN-8418CA-11021 Sep
Recently ResolvedConversations
Resolvedlast 7 days
Conversation NumberCustomerPrimary ChannelAssigned AgentResolved At
CNV-77905CUS-032CHN-1178DV13 Sep
CNV-89651CUS-181CHN-6731FT14 Sep
CNV-59682CUS-165CHN-2916MZ17 Sep
CNV-52140CUS-124CHN-9588ZA17 Sep
CNV-32816CUS-116CHN-2624UT11 Sep
CNV-46745CUS-022CHN-3890ZA13 Sep
Snoozed TodayConversations
Snoozednext 1 days
Conversation NumberCustomerPrimary ChannelAssigned AgentSnooze Until
CNV-52034CUS-141CHN-4763PR18 Sep
CNV-32444CUS-094CHN-7350MV18 Sep
CNV-53162CUS-151CHN-9156DU17 Sep
CNV-46134CUS-015CHN-7918EC17 Sep
CNV-60021CUS-181CHN-6679WV17 Sep
CNV-41091CUS-075CHN-2153GY14 Sep
Mentions To TriageMentions
New
Mention NumberChannelChannel AccountExternal Author HandleBody
MNT-41104CHN-5727CA-130EAH-140BDY-944
MNT-25169CHN-7664CA-130EAH-849BDY-967
MNT-93478CHN-5939CA-110EAH-404BDY-581
MNT-71532CHN-7018CA-140EAH-949BDY-979
MNT-89965CHN-7002CA-110EAH-351BDY-335
MNT-68716CHN-9770CA-110EAH-441BDY-189
Customer Conversation HistoryConversations
selected customer
Conversation NumberPrimary ChannelSubjectStatusAssigned Agent
CNV-19244CHN-8074New cnv-306NewGU
CNV-31131CHN-4453Open cnv-941OpenXN
CNV-41025CHN-2965Pending cnv-589PendingMP
CNV-26562CHN-9402Snoozed cnv-150SnoozedXV
CNV-86186CHN-5912Resolved cnv-956ResolvedAR
CNV-85342CHN-7930Closed cnv-958ClosedVF
Team WorkloadConversations
Statusnot Resolved or Closed or Quarantined
Assigned Agentcount by Prioritycountavg
CC41723
XN352518
FK273627
VG33277
WP312536
EW261124
Promotion CandidatesConversations
PromoteToTicket = trueno promoted ticket ref
Conversation NumberCustomerPrimary ChannelSubjectPriority
CNV-12624CUS-134CHN-1025New cnv-599Low
CNV-25977CUS-162CHN-2271Open cnv-277Medium
CNV-96837CUS-039CHN-6446Pending cnv-345High
CNV-31405CUS-229CHN-8336Snoozed cnv-600Urgent
CNV-41799CUS-077CHN-3906Resolved cnv-261Low
CNV-37857CUS-057CHN-4704Closed cnv-331Medium
Active Opt-OutsOptOuts
Active = true
SourceSource IdentifierCustomerReasonOpted Out At
EmailSI-446CUS-140CustomerSTOP07 Sep
SMSSI-155CUS-081Unsubscribe21 Sep
WhatsAppSI-252CUS-069BounceHardFail10 Sep
EmailSI-823CUS-158ManualSuppress08 Sep
SMSSI-576CUS-230CustomerSTOP19 Sep
WhatsAppSI-961CUS-038Unsubscribe13 Sep
Channel Feed HealthChannelAccounts
Status not Active or LastIngestAt < now - 1 hour
ChannelAccount HandleStatusLast Ingest AtDisplay Name
CHN-7959AH-432AuthFailed28 SepDisplay 324
CHN-5496AH-301RateLimited16 SepDisplay 633
CHN-9224AH-445Disabled27 SepDisplay 173
CHN-9085AH-946AuthFailed14 SepDisplay 353
CHN-6399AH-797RateLimited29 SepDisplay 518
CHN-7306AH-630Disabled22 SepDisplay 295

Illustrative records generated from the specification. Explore the views to inspect the planned operating model.

Explore the specification

Built for your team.

Support managers who run queues against SLAs.

Defined tables
27
Operational views
13
Defined roles
7
Reports
7

Defined in the planned system specification.

What’s inside.

Unified inbox for email, SMS, social, WhatsApp, and web messages

Tickets

Intake from email, web and chat

Tickets
NumberNameStatusUpdated

Queues

Routing and assignment

Unassigned QueueNew
Conversation NumberCustomerPrimary ChannelChannel Account

SLAs

First response and resolution clocks

SLA RiskPending
ConversationTypeTarget AtStatus
Resolution

Knowledge

Articles and macros

Knowledge
NumberNameStatusUpdated

Portal

Self-service and status

Portal
NumberNameStatusUpdated

Escalations

Paths, timers and ownership

Escalations
NumberNameStatusUpdated
Workflow handoff

Ticket to resolution

Tickets, queues and slas, in one system.

Start now ↗
  1. 01
    Intake
  2. 02
    Triage
  3. 03
    Assign
  4. 04
    Resolve
  5. 05
    CSAT

Built for your team

High-Priority + Negative-Sentiment
Conversation NumberCustomerPrimary ChannelPriority
Urgent

Support Manager

Owns inbox health, SLA attainment, channel mix, and team performance. The named approver on routing-rule changes and SLA-target changes that go to Admin for activation.

Recently ResolvedResolved
Conversation NumberCustomerPrimary ChannelAssigned Agent

Team Lead

Manages own Team. Reassigns Conversations within and into the Team, coaches Agents, and runs team-scope reports. Same operational rights as an Agent on assigned Conversations, plus team-management ones.

Snoozed TodaySnoozed
Conversation NumberCustomerPrimary ChannelAssigned Agent

Agent

Front-line operational role. Works the assigned queue: reads inbound Messages, sends outbound replies via the channel-send node, applies Tags and MacroTemplates, snoozes / resolves / closes Conversations, and promotes select Conversations to Tickets.

Quarantine — Spam ReviewQuarantined
Conversation NumberCustomerPrimary ChannelChannel Account

Spam Reviewer

Quarantine-triage specialist. Reviews Conversations marked Status: Quarantined by the spam workflow, releases false positives back into the routing path, and curates the BlockedSenders list.

Customer

Implicit role — the customer never logs in. They send and receive Messages on whichever channel they prefer; the Inbox ingests, normalizes, and replies via the same channel. Permissions are not enforced via UI but via channel-API identity (verified IdentityLinks). Customer messages always land with Direction: Inbound, FromCustomer set on identity-resolution, and Visibility: Public. Customers cannot see Internal-note messages, Mentions, BlockedSenders, or any masked PII fields beyond their own.

Viewer

Executive read-only. Sees aggregate dashboards and reports without per-Conversation access.

Operational visibility

Reports and dashboards

Explore what each report measures and the records behind it.

  • Channel Volume Trend

    Inbound Messages and new Conversations per day / week / month, split by Channel × ChannelAccount × Intent. Drills from a channel-mix view into a specific account's activity to size staffing per channel.

  • First-Response + Resolution Time by Channel

    Median, p75, and p95 minutes to first agent response and to Resolved per Channel × Priority. The core operational-health pair, split by channel because email vs. SMS vs. Twitter expectations differ.

  • SLA Attainment

    % of Conversations meeting FirstResponse and Resolution SLAs, broken out by Channel × Priority × Team × Agent. Drills into every individual breached SLAEvents row for root-cause review.

  • Sentiment + Intent Mix

    Conversation share by Sentiment × Intent, trended weekly. Drills from a negative- sentiment Complaint cluster into the underlying Conversations.

  • Agent Workload + CSAT-by-proxy

    Per-Agent open Conversations, average concurrent load, average resolution time, and the Conversation-level Sentiment improvement (sentiment of last inbound message minus sentiment of first inbound message) as a proxy for agent quality.

  • Channel Feed Reliability

    Per-ChannelAccount inbound-payload volume, last successful ingest time, auth- failed / rate-limited / disabled counts, and outbound send failure rate. The Admin's daily landing report.

  • Promotion to Ticket Funnel

    Inbound Conversations → Resolved-in-Inbox vs. Promoted-to-Ticket, split by Channel and Intent. Highlights which channels and intents consistently need ticket-style case tracking versus which the inbox resolves directly.

One connected workspace

First-Response + Resolution Time by Channellist

Median, p75, and p95 minutes to first agent response and to Resolved per Channel × Priority. The core operational-health pair, split by channel because email vs. SMS vs. Twitter expectations differ.

opens
Recently ResolvedConversations
Conversation NumberCustomerPrimary ChannelAssigned AgentResolved At
CNV-77905CUS-032CHN-1178DV13 Sep
CNV-89651CUS-181CHN-6731FT14 Sep
CNV-59682CUS-165CHN-2916MZ17 Sep
CNV-52140CUS-124CHN-9588ZA17 Sep
opens
CNV-77905Conversations
  1. New
  2. Open
  3. Pending
  4. Snoozed
  5. Resolved
  6. Closed
  7. Quarantined
ConversationNumber
CNV-77905
Customer
CUS-032
PrimaryChannel
CHN-1178
AssignedAgent
DV
ResolvedAt
13 Sep
Resolution
RSL-814

owner Team Lead

resolved · DV

Go from the big picture to the details behind it. Open any record to see its status, owner and history.

Illustrative records. Connections follow the authored specification.

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Previews contain illustrative data from the system specification.

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