Team inbox

A team inbox built for follow-through.

Assign customer conversations, collaborate on replies, and keep every handoff grounded in customer context.

Team
assignment and ownership
Context
next to every thread
Handoff
without losing history
Why it matters

Customer conversations break down when ownership is unclear. A reply sits in one channel, context lives in another, and the next teammate has to reconstruct the story. SmartyTap gives teams one place to own, discuss, and finish the work.

Capabilities

Built for the whole customer moment.

Assignments

Route conversations to the right teammate, workspace, or function with clear ownership.

Customer Context

See profile, orders, consent, journey state, and recent interactions next to the conversation.

Internal Collaboration

Discuss a thread, draft together, and keep notes close to the customer moment.

AI Drafts

Use AI to summarize the thread and suggest replies while the team keeps judgment.

Workflow Handoff

Move a thread into a journey, sales follow-up, support path, or customer update.

Team Visibility

Understand volume, ownership, response patterns, and where conversations need attention.

Workflow

How it comes together.

1

Capture the conversation

Bring customer replies and messages into one team workspace.

2

Assign the owner

Give each thread a clear person, team, or workspace responsible for the next step.

3

Reply with context

Use profile data, history, notes, and AI assistance to respond with care.

4

Finish the loop

Resolve, hand off, trigger follow-up, or update the customer record.

Zen AI

Team Assist Agent

Summarizes threads, suggests replies, and helps route work while people stay accountable for the customer experience.

Clear ownership. Fewer lost threads.
Outcomes

The difference customers feel.

Cleaner ownership

Every thread has a place, an owner, and a next step.

Less context hunting

The customer record sits beside the conversation.

Better follow-through

Replies can become workflows instead of one-off messages.

"A better inbox is not just faster. It makes the next teammate smarter."
C
Chargezen
Product Team, SmartyTap

Make every customer moment feel considered.

SmartyTap brings email, SMS, forms, journeys, customer data, and AI into one relationship layer for online brands.

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