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Dashboard guide

Inboxes

The inboxes that receive emails, the threads and the agent that helps you reply.

What it's for

An inbox is an address that receives emails. Everything that arrives becomes a thread, which you read, organize into folders and labels, assign to a teammate and reply to, as in an email client, or receive in your system through the email.received webhook.

When to use: For customer service (support@, contact@), to receive customer replies and to automate triage with the AI agent.

#Inbox list

Where to find it: Emails › Inboxes. Address: app.postal.so/inboxes.

ItemWhat it does
View codeThe Inboxes API button gathers the calls for inboxes, threads, labels, drafts and received emails, with examples.
Create inboxOpens the form below.
Search by name or addressFilters the list of inboxes.
ColumnWhat it shows
AddressThe inbox name and its address (with a Copy address button). Clicking opens the inbox.
UnreadHow many unread threads it has.
Last receivedHow long ago the last email arrived; and, if there is automatic forwarding, Forwards to ....

Create an inbox

FieldWhat it does
NameWhat your team calls the inbox (for example, "Support"). The address is suggested from the name.
AddressGenerate an address on in.postal.so creates a ready-made Postal address that only receives (no domain of your own). Or choose one of your domains (@seudominio.com.br), which must have receiving turned on in Domains › Receiving.
Part before the @What comes before the at sign (for example, suporte). Use * to receive any address on the domain (catch-all).

Inboxes on your own domain are available on paid plans. On in.postal.so inboxes, the screen warns that, to write and reply, you need to turn on receiving through a registered domain: they only receive.

See also: Create inbox (API) · Receive emails on a domain.

#Threads, folders and labels

Where to find it: Emails › Inboxes, by clicking an inbox. Address: app.postal.so/inboxes.

Each received email lands in a thread: if it replies to an earlier message, it joins the same thread; otherwise, it opens a new one. The folder and the open thread are kept in the page address, so a link takes you to exactly the same view.

Header

ItemWhat it does
Name and addressWith the button to copy the address.
Set upOpens the inbox settings.
WriteOpens the new message window. It is turned off (with a Go to Domains notice) on an inbox that only receives.

Folders and labels (left column)

FolderWhat it holds
InboxNew threads. The number next to it is the unread count.
SentThreads where the inbox sent a reply.
DraftsMessages started and closed without sending, and drafts from the AI agent.
ArchivedThreads you took out of the Inbox. A new message in an archived thread brings it back to the Inbox.
SpamThreads marked as spam (in Spam and Trash, new messages stay where they are).
TrashThreads you sent to the trash; you can restore them. Delete permanently erases them for good.
TagsColored markers for the inbox. The + opens Manage labels; clicking a label shows only its threads (click again to undo).

The list

ItemWhat it does
SelectionThe checkbox at the top selects all threads on the page; each row has its own checkbox. With threads selected, the action bar shows N selected and: Mark as read / Mark as unread, Archive, Report spam, Move to Inbox, Move to trash / Delete permanently (with confirmation), Labels (checkboxes that add or remove the label on all of them) and Assign to a teammate.
SearchSearches the threads in the folder.
UnreadThe switch shows only the unread ones.
ViewFive ways to view threads (the choice applies to the whole inbox): List (one per row, with avatar and preview), Compact (shorter rows), Board (one column per label; drag the cards between columns, shows the 100 most recent threads), Split (list on the left and the open thread beside it) and Cards (a grid).
Row badgesThe Unread dot, the paperclip for Has attachments, Draft (you started a reply), AI (there is a draft from the agent) and Assigned to ....

Reading and replying

ItemWhat it does
Action barBack to the list, Previous thread / Next thread, Labels, Move to folder, Assign to a teammate (or Unassigned) and More actions (mark as read or unread, archive, Report spam / Not spam, Translate, move to trash).
MessagesEach message can be collapsed; View original shows the full message. If the email carries a one-time code in the OTP-Token format, a Code card appears with its origin and a Copy code button.
TranslateTranslates the message: Translate from (or Detect language) to the language you pick; then Show original / Show translation. It uses 1 AI credit, and without credits the screen tells you.
ReplyThe Reply button opens a reply sent as the inbox address (Sending as ...; the domain must be verified). There is also Forward for up to 5 addresses, with the attachments.
Compose windowIt has To (with Suggested addresses), Cc, Bcc, Subject, Message and Attach files (you can also drop files onto the window: up to 10 files, adding up to 25 MB in the dashboard; the API accepts up to 40 MB). The draft saves itself (Draft saved at ...); Minimize, Maximize and Discard sit in the corner.
Agent draftWhen the AI agent has prepared a reply, Draft suggested by AI appears with the notice Nothing is sent until you review it and the Edit and send button.

Keyboard shortcuts

With the cursor outside a text field: j and k move between threads; o opens the selected one; x selects or deselects; e archives; ! marks as spam; Shift + U marks as unread; # (or Backspace / Delete) sends to the trash; r replies; Esc closes the thread or clears the selection. In the Split view, j and k already open the thread beside the list.

See also: Threads (API) · Inbox webhooks · Attachments (API).

#Inbox settings

The Configure button opens a window with three tabs and, at the end of the first, the delete area.

TabWhat it holds
GeneralName; Address (copyable); Receiving address (on shared inboxes, where to forward email from any provider without pointing your domain's MX); Inbox ID; Reply as (the name the recipient sees, like "Ada from Support"); Automatically forward to (optional, up to 5 addresses; only works on an inbox of a verified domain of yours) and the Inbox view.
CustomizeThe AI agent: on and off, instructions, actions and tone of voice.
TagsCreates (Add label), renames, changes the color (11 colors) and deletes labels. Deleting removes the label from all threads, which stay in the inbox.
Delete inboxPermanently deletes the inbox and all of its threads (with confirmation).

#AI agent

The AI agent reads each new email in the inbox, organizes it and prepares replies, following your instructions. It is optional and lives in Configure › Customize.

ItemWhat it does
AI agentThe switch that turns the agent on. It needs a plan with AI credits (without them, Upgrade appears).
InstructionsDescribe in plain text how to handle the emails: triage support requests, draft replies, label anything urgent, archive what needs no reply, move spam to the trash.
Improve instructionsThe AI rewrites the instructions to be clearer, without inventing facts (addresses, prices and rules stay as you wrote them). Uses 1 credit; the old text comes back with Undo.
Available actionsLimits what the agent can do: Draft replies, Forward threads, Add labels, Assign threads to teammates, Mark as spam, Archive and Move to trash. The summary shows All actions, No actions or N actions.
Tone of voiceA square where you drag the dot: from Professional to Casual and from Concise to Expanded. The Preview shows an example reply in the chosen tone.

Important

The agent only creates drafts for you to review: it never sends email by itself. Each received email uses 1 AI credit, and the agent does nothing when credits run out, on automated emails or on emails sent by the inbox itself.

See also: AI agent (API) · AI (API).