Use the customer inbox
See the SMS and email conversation connected to one customer or lead.
Updated August 9, 2026Phone and inbox are different
Phone shows calls, the dialer, and recordings when enabled and permitted. Inbox shows SMS and email conversations grouped by customer or lead.
Open a conversation
Choose Inbox, search for the customer, and open the thread. Outbound messages, delivery status, and inbound replies appear together.
Respect consent
Check the customer’s SMS and email consent before sending. Operational messages and marketing messages can require different permission. Opt-outs must remain honored even if a team member starts a new thread.