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Your Inbox Add-onA paid add-on you buy on top of the Growth or Pro plan

Open AI Front Desk in the sidebar and go to the Inbox tab. Every chat on your booking page and every call Dash answers is here, whichever channel it came in on.

The Inbox tab with the list on the left and one conversation open beside it

Reading the listโ€‹

Each row says the same five things:

ColumnWhat it tells you
CustomerTheir name if Dash got one, the number they called from if not
Came in onChat or Phone
What they wantedIn the customer's own words
What Dash didBooked, Moved, Canceled, Texted the booking link, Answered, Took a message, Passed to you, Didn't know, or Needs you
WhenHow long ago it came in

Needs you is the one to look for. It means Dash could not finish the job and a person has to.

Opening oneโ€‹

Click any row. On a wide screen it opens in the pane beside the list, so you can read one and go straight to the next. On a narrower screen it opens in a drawer over the list.

Inside you get what they wanted, what Dash did and why, a link to the booking if there is one, the recording if you record calls, and the whole conversation word for word.

Finding oneโ€‹

The search box and filter pills above the list

  • Search the front desk looks through what customers said.
  • All, Chat and Phone narrow it to one channel.
  • Needs you shows only the ones waiting on a person. It appears when there are any.
  • Archived shows the ones you have put away. It appears when there are any.
  • Anything Dash did narrows it to one outcome, such as only the ones that became a booking.

The four things you can doโ€‹

Do thisWhen
Mark as handledYou have dealt with it. It stops waiting on you
Re-openYou marked it handled too soon, or the customer came back about the same thing
ArchiveYou want it off the list without deleting it
Put back on the listYou want an archived one back

Open a conversation and the button is right under What Dash did.

Several at onceโ€‹

Tick the box on each row you want, or the box in the header to take the whole page. A bar appears above the list with the same actions on it.

Three rows ticked, with the bulk bar above the list

Clear unticks everything.

Getting told about themโ€‹

Under Settings โ†’ Notifications, in the AI front desk group:

  • Needs you emails you when Dash passes a chat or a call to your team. This is on to start with.
  • Every chat and call emails you every time Dash finishes one. This is off to start with, because a busy Saturday is a lot of email.

Both emails link straight to the conversation.

On your phoneโ€‹

The inbox is in the EquipDash phone app too, with the same four actions, so you can clear the Needs you ones between jobs. See the mobile app.

What nextโ€‹

  • Teaching Dash - answering the questions behind the Didn't know rows is what makes the inbox shorter.