What is the unified inbox in Votel and what can it do?

Conversations is the unified inbox. It is where you communicate with your customers and clients, and, if your clients log in to the system, where they communicate with their own leads and customers.

It brings every channel you connect into one place: email, SMS, social media channels and Google Business Profile, plus calls, including call activity, recordings and transcripts. Each contact has a unified timeline that shows all messaging, task activity and contact activity together. Messages are categorized automatically so you can see which ones need a response, and there are AI summaries of conversations.

Pipelines are at the top, so you can move a contact between pipelines or stages with a click. The built-in web phone gives you click to call, and the contact also has notes, file management and billing.

The tabs along the top are saved views, so you can split the inbox into views such as clients, leads or demos.

Everything on the right side is customizable with custom tabs, custom sections inside those tabs, and custom fields inside those sections.

Meetings held on the Votel meeting platform are transcribed and a summary is put on the contact, so you do not need a separate meeting bot.