AI Inbox Triage

Sorts every email and message, drafts replies and alerts you to urgent ones.

When it runs

A new email or web message arrives in Conversations.

What it does

1. AI labels each message: lead, booking, support, billing, spam or other, plus urgency.
2. Tags and custom fields are saved to the contact.
3. Bookings and leads are passed to the booking and lead templates.
4. Support questions get a draft reply for you to approve.
5. Urgent messages text you with a one-line summary.
6. A 5pm daily digest shows what still needs you.

GoHighLevel features it uses

• Conversations
• Workflows
• Conversation AI (suggestive mode)
• Tags and custom fields
• Internal notifications

Setup in 10 minutes

Work through this list in order. It is the full setup guide for AI Inbox Triage. Most people are live in about ten minutes. You do not need to be technical, and you can edit every message, prompt and workflow step after install.

1. Install the snapshot into your sub-account.
2. Check your business email shows in Conversations.
3. Add your FAQs, hours and prices to the Inbox Assistant knowledge base.
4. Fill in Business Name and Owner Mobile in Custom Values.
5. Publish the Inbox Triage workflow.
6. Send yourself three test emails and check the tags.

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