Inbox, email and tasks
Answer emails and texts, and keep your team's tasks on track.
18 articles
- How does the shared inbox work?Conversations holds every text, email and website chat with your customers, one thread per customer, shared with your team.
- How do I text a customer?In Conversations, click New conversation, pick the customer, choose Text, write, then click Send text. The reply comes back in the same thread.
- How do I email a customer?In Conversations, pick the customer, choose Email, write a subject and your message, then click Send. Replies come back in the same conversation.
- How do I use email templates and my signature?Pick a template from Templates while writing an email. Set your own signature in Settings, My account. The owner manages templates in Settings, Email.
- How do I get Alori to write a message for me?In the email editor, click Ask Alori, say or type what to write, and Alori writes the email for you to read over. Nothing is sent until you click Send.
- How do I leave a note for my team?In a conversation, pick Internal note, write it, type @ to tell a teammate, then click Add the note. The customer never sees it.
- Someone unknown wrote in: what do I do?Open the conversation, then click Name the customer to make their record, or Add to a customer if you already have them.
- How do I connect my Gmail?Go to Settings, Integrations, Gmail, click Connect Gmail and allow access on Google's screen. Customer emails then leave from your own address.
- How does my personal Email page work?Email shows your own Gmail inside Alori. Only you see it. Read, reply, snooze and send later there, and add a thread to a conversation to share it.
- How do I get Alori to draft my email replies?On your Email page, click Settings and turn on Draft my replies. Alori writes a reply to each email that needs one and leaves it in your Drafts.
- How do I share an email with my team?Open the email on your Email page and click Add to conversation. Your team sees the thread in Conversations, and later replies follow it.
- What are the email keyboard shortcuts?On your Email page, the Gmail keys work, like c for a new email, j and k to move, e to archive and r to reply. Press ? to see them all.
- How do I add a task quickly?On Tasks, press C or click New task, write it the way you'd say it, like "Call Deschênes tomorrow @Tom !high", then click Create.
- How do I assign a task, accept it or say "Can't do it"?Pick a teammate in the task's Assignee. They get a notice and click Accept, or Can't do it to send it back with a reason.
- How do I make a task repeat?Open the task and pick Every week, Every month or Every year in Repeats. When you mark it done, the next one is created for you.
- Why did Alori make a task for me?Alori turns what tends to slip into tasks, like a quote with no answer or a late invoice. Each one says why and closes by itself when the reason goes away.
- How do I manage projects?In Tasks, click Projects, then New project. Pick the customer (or Internal project), name it, keep the tasks Alori suggests, and click Create.
- How do I see tasks as a board?In Tasks, open My tasks or All and click Board. Each status is a column; drag a card to move it.