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Inbox
Manage incoming communications and automate responses.
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Inbox Overview
Inbox lets your institution respond to emails and text messages directly in Slate. For example, you might set up your
[email protected]
address to forward messages to your Slate Inbox. There, you can: Assign conversations to ...
Updated : 25 Jun 2025
Inbox Setup
You can configure your existing email addresses to forward messages to Slate. The following sections describe how to configure permissions and a forwarding address for Inbox. Messages cannot be forwarded to your test environment. Each Inbox group s...
Updated : 25 Jun 2025
Sending Inbox Messages
Inbox lets you respond to email and text messages directly in Slate. This article walks you through the mechanics of writing and sending responses. Composing a new message ๐๏ธ Summit 2025 Feature Compose messages directly from Inbox. ๐...
Updated : 16 Jul 2025
Assigning Inbox Messages
Inbox conversations can be assigned to both records and users. You can also assign message attachments to records. Assigning messages to a record When a message is received, Slate attempts to automatically assign it to a person record. The auto...
Updated : 25 Jun 2025
Inbox Snippets
Inbox Snippets allow you to quickly add reusable content to an Inbox message. A common use for Inbox Snippets is email signatures. ๐ Not to be confused with Content Blocks (formerly Mailing Snippets ). Creating a new Snippet If you f...
Updated : 16 Jul 2025
Bots Overview
Bots let you automate responses to Inbox messages. Find them in Database โ Bots. There are four types of bots you can create: Agents ๐ค ๐๏ธ This feature is not currently accessible Keep up with the latest Summit feature releases in Wha...
Updated : 16 Jul 2025
Agents
๐๏ธ This feature is not currently accessible Keep up with the latest Summit feature releases in Whatโs New . Agents are one of the four types of bots you can create in Slate. They are distinguished from other Slate bots by their abilit...
Updated : 16 Jul 2025
AI Chat Bots
๐๏ธ This feature is not currently accessible Keep up with the latest Summit feature releases in Whatโs New . AI chat bots are one of the four types of bots you can create in Slate. Available for both SMS as well as web embedding, these...
Updated : 16 Jul 2025
Q&A Chat Bots
Q&A chat bots are one of the four types of bots you can create in Slate. They are the oldest type of bot and are the most rudimentary, but can nonetheless be effective. Creating a Q&A chat bot To create a Q&A chat bot: Go to D...
Updated : 25 Jun 2025
Reply Bots
๐๏ธ This feature is not currently accessible Keep up with the latest Summit feature releases in Whatโs New . Reply bots are one of the four types of bots you can create in Slate. When associated with SMS messages, they can complete actio...
Updated : 16 Jul 2025
Automate Inbox Message Status (Resolve / Open)
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Resolve rules allow you to automatically mark a message as Resolved or Open. Messages will remain open until they a...
Updated : 02 Apr 2025
Automate Inbox Notifications
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Notification emails can be sent to notify users of specific types of emails. For example, if you want to alert user...
Updated : 20 May 2024
Automate Inbox Automatic Replies
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Automatic Reply rules send a response to the sender of the message automatically. Just as with other rules, you are...
Updated : 20 May 2024
Automate Inbox Processing (Star / Flag)
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Resolve rules allow you to automatically mark a message as Resolved or Open. Messages will remain open until t...
Updated : 20 May 2024
Managing Junk Mail in Inbox
Messages that come into Inbox can be batch-managed or manually marked as Junk and automatically be routed to the Junk folder in Inbox upon receipt through spam filtering or by configuring a Message Inbox rule in the Rules Editor. Spam Filtering ...
Updated : 19 Sep 2024
Automate Inbox Assignments
ser/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Assignment rules allow you to assign a message to a Role and/or User. ๐ Important! Messages cannot be sent i...
Updated : 20 May 2024
Troubleshooting Microsoft Outlook Add-In (Legacy)
Below are outlined a list of common problems and their solutions. These solutions are not guaranteed, nor is the Microsoft Outlook Add-In supported by Technolutions. Technical Specification The Slate Outlook Add-In operates using Microsoft Outlook...
Updated : 25 Jun 2025