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Smart Inboxes

Send Smarter: Route, Personalize, and Scale with Ease.

David Stupek avatar
Written by David Stupek
Updated this week

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Smart Inboxes πŸ€– + πŸ“¨

Smart Inboxes are a step up from a regular inbox! They give you the ability to:

☎️ Add multiple numbers to the same inbox

πŸ’Œ Personalize your messages with Sticky Sender & Localmsg

πŸ“ˆ Scale your broadcasts and campaigns with Scaler

πŸ€“ Gain total control over your Inboxes & Salesmsg seats

πŸ—„οΈ Organize your inboxes with Group Inbox


Introduction

Smart Inboxes bring flexibility and automation to how you manage conversations in Salesmsg. With multiple numbers, automated routing, and organizational tools, Smart Inboxes are designed to help teams scale messaging while staying personal.


Upgrading an Inbox to a Smart Inbox

  1. Navigate to your Inboxes page.

  2. Select the title of the Inbox you want to upgrade.

  3. Click the Settings tab.

  4. Select Add Numbers to add an existing number or purchase a new one (Local or Toll-free).

  5. Once a second number is added, your Inbox officially becomes a Smart Inbox!⚑️
    ​


Co-pilot Features

Smart Inboxes come with built-in automation called Co-pilot Features:

  • Sticky Sender – Ensures customers always receive replies from the same number they first heard from. The assigned number is shown in the top-right of the Contact record.

  • Localmsg – Matches your Salesmsg number to the recipient’s area code, creating local trust. (Enabled automatically with multiple numbers; can be toggled off.)

  • Scaler – Distributes bulk messages (Broadcasts, CRM workflows, etc.) evenly across all numbers in your Smart Inbox.

If you prefer to override automation, you can manually choose which number to send from when starting a conversation or call.


Inbox & Seat Separation

Smart Inboxes separate Inboxes from Seats, giving you more flexibility with team management:

  • Dropping Members – Admins/Owners can remove users, reassign their work, and keep the Salesmsg seat available for another team member.

  • Inviting Members – New members can be assigned directly to an existing Inbox without creating a new one.

Dropping Salesmsg Members

Admins/Owners can remove users, reassign their work, and keep the Salesmsg seat available for another team member.

Inviting New Members

  • New members can be assigned directly to an existing Inbox without creating a new one.


Group Inbox

Group Inboxes let you combine multiple Inboxes into a unified view. Use this to organize teams by intent (e.g., Support, Sales, Marketing).


Frequently Asked Questions

Which Smart Inbox will be used for my outbound message?

The number used by the smart inbox will be based on the following rule

  1. Sticky Sender: the first number used to communicate with a contact will be fixed moving forward. If no messages were sent to that contact, then the Smart Inbox will revert to Localmsg

  2. Localmsg: a local phone number with an area code that either matches or is an overlay of the recipient's is selected. If the overlay number is not present, Localmsg will default to Scaler

  3. Scaler: If Localmsg is not enabled or no number with a matching area code or overlay exists, then one of the other numbers in the smart inbox will be used in a round robin approach

How much does a Smart Inbox cost?
Smart Inboxes are currently free. There is a fee for every new number you add to your list of numbers on Salesmsg, which depends on your plan:
​
Monthly: $5/mo for each additional phone number
Annually: $50/yr for each additional phone number

Can I reassign a number to a different inbox?

Yes, navigate to your numbers page and tab over to "unassigned". Then select the option to assign your number to your desired Inbox.


Need Help? βœ‹πŸ»

Contact us on live chat or send an email to us at [email protected].

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