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Help/Communications & AI/MailboxAI inbox, drafts, scheduled mail, accounts and templates
How-to guide

MailboxAI inbox and outbox

The audited MailboxAI module includes Inbox, Accounts, Email Templates, Autoreplies, Categories, Drafts, Scheduled and Settings. It also includes reply, compose, attachment preview and AI actions.

Communications & AIHow do I use MailboxAI?How do I send email from Proplix?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > MailboxAI > Inbox
Sidebar > MailboxAI > Accounts / Templates / Autoreplies / Categories / Drafts / Scheduled / Settings
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open Sidebar > MailboxAI > Inbox for incoming mail.
  2. Use the MailboxAI navigation to move between Accounts, Templates, Autoreplies, Categories, Drafts, Scheduled and Settings.
  3. Create or open the relevant message from the inbox, draft or scheduled mail area.
  4. Use the correct account and template before sending.
  5. Return to Inbox or Outbox-related views to confirm message handling after the action is complete.

What this feature does

  • Inbox, Drafts and Scheduled are all dedicated menu items.
  • Accounts, Templates, Autoreplies and Categories have their own controllers and table actions.
  • Compose, reply, attachment preview and send-now actions are present in the main module controller.
  • Unread counts appear in both the sidebar menu and navbar helper layer.
  • AI summarize and AI action endpoints are part of the verified module.

What to do next

  • If the communication should leave the property workflow as a formal posted record, review Letter Manager as well.
  • For support-ticket related messages, also review Support and Ticket Pipe Log.

Related guides

AI assistance tools: text enhancement, ticket summaries and reply suggestions

The current build includes verified AI endpoints for text enhancement and AI-assisted ticket work. MailboxAI also includes AI actions and unread summarisation tools.

Communications & AI

Letter Manager: dashboard, templates, settings, signatures and postal details

Letter Manager is a dedicated audited module with a Dashboard, Templates and Settings menu, plus send-letter, generate-and-send, signature and postal-detail actions in the controller set.

Communications & AI

Real Estate reports, settings, permissions and module administration

The Real Estate module includes a dedicated Reports menu and a Settings menu with general settings, permissions and the module guide. This guide covers the verified admin-side control points for the module.

Real Estate Module

Setup & Settings, system configuration and where changes belong

The current build uses a customised Setup & Settings launcher in the header and keeps deeper configuration in the standard admin settings controllers. This guide explains how to approach configuration safely.

Getting Started

Related questions

How do AI tools work?

The current build includes verified AI endpoints for text enhancement and AI-assisted ticket work. MailboxAI also includes AI actions and unread summarisation tools.

How do I use Letter Manager?

Letter Manager is a dedicated audited module with a Dashboard, Templates and Settings menu, plus send-letter, generate-and-send, signature and postal-detail actions in the controller set.

Where are real estate reports?

The Real Estate module includes a dedicated Reports menu and a Settings menu with general settings, permissions and the module guide. This guide covers the verified admin-side control points for the module.

Where are settings?

The current build uses a customised Setup & Settings launcher in the header and keeps deeper configuration in the standard admin settings controllers. This guide explains how to approach configuration safely.