Inbox, email and tasks
Answer emails and texts, and keep your team's tasks on track.
31 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 +, pick the customer, write in the box with Text picked, then tap the round send button. The reply comes back in the same thread.
- How do I email a customer?In Conversations, open the customer, pick Email above the box, click Write an email…, write, 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 in the pill above the box, 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?Open Connectors, click Connect on Gmail under Just for you, and allow access on Google's screen. Customer emails then leave from your own address. It's private: nobody else on your team is affected.
- 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 the gear beside the search and turn on Draft my replies. Alori writes a reply to each email that needs one, 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.
- Does my business have its own email address?Yes. Every app has a public email, like yourname@mail4.alori.dev. Anyone can write to it, and their email lands in Conversations.
- How do I answer a calendar invitation?Open the invitation on your Email page and click Yes, No or Maybe. The organizer is told, and your calendar is updated.
- How do I change or delete several tasks at once?In Tasks, tick the box next to each task. A bar appears at the bottom: change the status, priority, person, due date or project, or delete them.
- How do I close several conversations at once?In Conversations, click the avatars of the conversations you're done with, then Close. Tap what they were about, and they all move to Closed.
- How do I get to what a task is about?Click a chip on the task's row, or open the task and click a button under Go to. Click Link to tie the task to a deal, company or customer.
- How do I keep a task private?Turn on Private when you add the task, or when you open it. Only you and the person it's given to will see it, not even the owner.
- How do I save a view of my tasks?In Tasks, click + after the tabs, give the view a name and pick its filters. It becomes a tab the whole team sees.
- How do I sort the new tasks Alori makes?Open Tasks › To sort. For each new task, click Keep, Throw out, or ⋯ to fold it into another task or put it off. Anything left a day is kept.
- How do I unsubscribe from an email list?Open the newsletter on your Email page and click Unsubscribe. Alori takes you off the list and archives the email.
- How do I group Team chat channels into categories?Click the folder + beside Channels, name the category, then use a channel's ⋯ › Move to a category. Everyone on the team sees the same categories.
- How do I record a voice room?In a voice room, click the red dot to record. Click the square to stop. The talk then shows in Meetings with its recording, transcript and AI notes.
- How do I reply to an email from a deal's history?In the History, click Reply all (or Reply) next to the email's time, write your answer right under it, then click Send. Forward sends it to someone else.
- How do I see faces while I'm in a voice room?When you leave a voice room's page, the small voice panel shows everyone's face. Click the faces button to hide or show them.