Inbox Overview | FieldCamp
Learn the current FieldCamp Inbox layout, including conversation folders, channels, handlers, saved views, assignment, snoozing, resolution, and Trash.
The FieldCamp Inbox is an omnichannel workspace for customer conversations. It replaces the retired Important, Tasks, Emails, Calls, Messages, and AI Chats tab layout with folders, connected channels, handlers, and saved views.
Select Inbox in the FieldCamp sidebar. The /inbox entry point opens All conversations at /inbox/all.
Inbox access depends on your role's Inbox permission. The Channels section reflects the communication accounts connected for your workspace.
Understand the Inbox layout
The Inbox has three working areas:
- The left sidebar selects a folder, channel, handler, or saved view.
- The conversation list shows the threads that match that selection.
- The conversation panel contains the message history, reply composer, assignment controls, and customer context.
Use the sidebar search field to filter folder, channel, teammate, and saved-view names. It narrows the navigation list; use the conversation search control to find a thread by name, number, or message.
Use conversation folders
The system folders organize conversations by ownership and state:
| Folder | What it shows |
|---|---|
| All conversations | Conversations that are not marked resolved |
| Activity | Conversation activity |
| Assigned to me | Open conversations assigned to you |
| Unassigned | Open conversations with no teammate assigned |
| Handled by AI | Conversations assigned to an AI agent |
| AI activity | AI-handled conversation activity |
| Needs attention | Conversations flagged for a human response |
| Snoozed | Conversations temporarily removed from the active queue |
| Scheduled | Conversations with a scheduled send |
| Resolved | Closed conversations that can be reviewed or reopened |
| Trash | Soft-deleted conversations that can be restored or deleted forever |
Conversations in Trash are permanently deleted after 30 days. Deleting forever cannot be undone.
Filter by channel or handler
The Channels section lists the connected communication sources for the workspace. Depending on your connections, this can include SMS, voice, WhatsApp, email, web forms, web chat, online booking chat, Messenger, Instagram, or RingCentral.
Select a channel to see only its conversations. Select the add control beside Channels to open the communication integrations settings.
The Handlers section lists workspace teammates. Select a teammate to see conversations assigned to that person. The current teammate is marked (You).
Create and manage saved views
Saved views let you keep a reusable Inbox filter.
- Open the system folder you want to use as the starting point.
- Select the add control beside Saved views.
- Enter a name.
- Open the new view from the Saved views section.
Use the actions beside a saved view to Rename or Delete it. Deleting a saved view removes the view, not its conversations.
Work a conversation
Open a thread from the conversation list, then use the available controls to:
- Claim, assign, or unassign the conversation
- assign the conversation to AI when an active bot is available
- Snooze, Resolve, Reopen, or move the conversation to Trash
- add a label or set Low, Normal, High, or Urgent priority
- send a reply, add an internal note, attach files, or schedule a send
- watch a conversation to receive updates even when it is assigned to someone else
When AI is handling a conversation, replying as a teammate pauses the AI and transfers the conversation to the teammate. Complete AI Receptionist setup and deployment before relying on AI assignment.
For repeat responses, create Saved Replies and insert them from the reply composer.
Find calls, tasks, and SMS from old Inbox links
Calls, tasks, and SMS no longer use top-level Inbox tabs. FieldCamp redirects old links to their current destinations:
| Retired link | Current destination |
|---|---|
| Inbox > Calls | Calls history |
| Inbox > Tasks | Tasks |
| Inbox > Messages | Calls > SMS |
Existing voicemail, call, and task deep links keep their record identifiers during the redirect.
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