Agent Inbox

Agent Inbox is the first entry in the sidebar and the page you land on when you sign in. It is where your personal assistant’s work comes back to you: a chat box for asking it anything, the replies it has drafted into your mailbox, the handful of things waiting on a decision from you, the accounts you have been talking to, the automations it has proposed, and the Rundown it writes about your book overnight. The name is shared with the built-in tactic that does the drafting. The Agent Inbox tactic (under Tactics) watches your connected inbox and writes replies; the Agent Inbox page (Home) is where you see and work them. Both are covered here.

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Before you start

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The page at a glance

The header greets you by name (Good morning, Sam.) with today’s date and the line Here’s where things stand. Below it the page splits in two. The page refreshes itself about once a minute while it is open. Drag the edge of the rail to resize it, and press ⌘B (or Ctrl+B) to switch between the centred layout and the full width of the window.

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Chat with your assistant

The box at the top of the left column talks to your assistant directly. Type a question or a request and press Enter (Shift+Enter for a new line). While the box is empty it cycles through example asks, such as “Research an account from my inbox and build a buyer brief” or “Summarize a deal for my sales manager in five bullets”.

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Mentions

Type @ to point your assistant at something specific. The menu offers four groups:

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What it can do from chat

Your assistant answers from whatever you have allowed it to use in its settings: your connected inbox, your workspace data (accounts, contacts, deals, sequences), your ERP, documents your team has shared, and the web. It can also:

• Explain a past run. Ask about any tactic run and it reads the log and tells you what happened and why.
• Start a tactic. Ask it to run one of your enabled built-in tactics (Morning Brief, Email Digest, Follow-Up, Stay-in-Touch, Deal Spotter, Loose Ends, Account Watch, Referral Follow-Ups, Quote Runner) and it starts it and says so.
• Remember an instruction. Tell it “always quote FOB unless asked otherwise” and it saves that as a standing instruction it follows everywhere it writes.
• Ask you a question instead of guessing when something is missing.

While it works you see a short status line, such as Searching your email or Checking ERP records.

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Ask about a run

Every tactic run has an Ask Rivet about this activity button on its detail sheet (using your assistant’s own name). Pressing it brings you back to Home with the question already typed, mentioning the run and the tactic. Nothing is sent until you press Enter.

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Activity: the replies it drafted

Under the chat box, Activity lists every reply your assistant has drafted, newest first, as Drafted reply followed by who it is from and the subject. The drafts themselves live in your mailbox’s Drafts folder, on the original thread, with the recipients filled in. You read, edit and send them from Outlook or Gmail exactly as you would any other draft. Open a row to see how the draft came about:

• Why: the reason it decided this email deserved a reply.
• Assistant thinking: the reasoning it worked through.
• Lookups and Context used: the earlier emails, records and files it drew on. Click any cited email to read it.
• Drafted reply: the subject and body, with an Open in Outlook or Open in Gmail button that jumps to the draft. If you have already sent or deleted it, the sheet says so.

If nothing is listed yet, the page reads No drafts yet. Drafting starts once the Agent Inbox tactic is on and mail arrives that matches your settings.

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Needs attention

The Needs attention rail holds at most four items at a time, oldest first within each level of urgency. Anything beyond four shows as 3 more waiting and takes a slot as you clear the ones above. When it is empty it reads You’re caught up. Open an item to read the draft and the reasons behind it, then either act in your mailbox or press Mark handled. Items also clear themselves: when you send, edit or delete the draft, when a follow-up goes out, or when a failed run is retried and succeeds. Urgent items age out after two days if you leave them.

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Recent accounts

Recent accounts lists the people you have exchanged email with in the last 30 days, each under the account they belong to, five at a time with a Show all toggle. Click a person to open a quick view: the account’s description, industry, location, size and recent orders, then the recent threads between you, expandable to the full conversation. Open full account takes you to the account record.

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Automations

The Automations rail shows two kinds of rows:

• Proposals. Once a week your assistant looks at how you actually work and, when it spots repeated effort, sets up an automation for it, turned off. It appears here as Proposed by Rivet, with your assistant’s name. Open it to read what it noticed, see how it would have handled your recent emails (Would draft / Would skip), and choose Review Automation, Mark Done or Dismiss. Nothing turns on until you enable it on its own page.
• Running custom tactics. Each of your enabled custom tactics, with its trigger and the outcome of its last run.

Manage takes you to the Tactics page. How proposals are made, and how to turn them off, is covered in Custom Tactics.

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Rundown

The Rundown is a living record of your book that your assistant rebuilds every night: everything it knows about you, your contacts and your accounts, in one place. The rail shows tonight’s one-paragraph read and an Open Rundown button that pulses when a new edition has landed. The full Rundown has four panes: Claims carry citations that open the source email. Hover a line and choose Weigh in to say it Confirms, Needs correction or Repeats another line; what you say outranks anything the assistant worked out on its own in the next build. The clock button opens Earlier editions, a read-only copy of any past night. The first edition takes a few minutes to write. If you do not want to wait for tonight, Build now starts one.

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Admins: a teammate’s Home

If you are an admin of the workspace, a small switcher beside the page title lets you open any teammate’s Home (Switch whose Home you’re viewing). The page becomes Sam’s Home and shows their activity, attention items, recent accounts, automations and Rundown. Proposal cards are read-only in this view, and forwarded-reply reviews are hidden because they belong to the whole workspace rather than one person.

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How drafting works: the Agent Inbox tactic

Everything the Home page shows comes from the Agent Inbox tactic. Its settings live at Tactics → Agent Inbox → Settings & Info, in three sections: Drafts, Colleagues and Knowledge. Every change saves itself; the band at the top of each section reads Saving… then Saved. The tactic runs when an email arrives in your connected inbox. It also handles anything you forward to your assistant’s address, which gets the same treatment.

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Drafts

Two more controls sit in the same section:

• Your signature. What gets added to the bottom of every draft. Your assistant learns it from your sent mail and tells you how well it matches your recent emails (Matches 9 of your last 10 sent emails). Refresh relearns it; Paste your own lets you paste the exact signature from an email you sent, fonts and links included. Embedded images cannot travel through the clipboard, so those are left out.
• Only respond to these kinds of emails. A plain-language filter, for example “Sales inquiries and quote requests from prospects. Skip newsletters and internal threads.” Leave it blank and anything reply-worthy gets a draft. Your assistant also studies which emails you actually reply to and offers a filter under Suggested from your replies; Apply it or Dismiss it. This filter also applies to every custom tactic that drafts for you.

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Colleagues

When a customer’s question belongs to someone else, a draft can hand them off. Colleagues is the list of people a draft may name and the only addresses it may give out: you, your team on Emanate, and the people your sent mail shows you already work with. Strike out anyone it should not mention, and use Add someone for a teammate who is not on Emanate or works from a personal mailbox.

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Knowledge

Knowledge is everything your assistant knows about how you write, in four cards:

• Standing instructions. Things it always follows, everywhere it writes. Add one in the box, or ask it to remember something in chat. The same list appears in your assistant’s settings.
• Your edits. When you edit a draft before sending, the change appears here. Press Teach on the edits that show how you write and it writes more like you next time. The Allow learning switch turns this off.
• Rules assigned to you. Rules from your company’s Repository (the standing sales rules under Resources) that were assigned to you specifically, each with its own switch. Company-wide rules always apply and are not listed.
• File memories. Files your assistant has read and can quote from: examples, pricing notes, PDFs. Upload file adds one.

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Activity on the tactic page

The tactic’s own Activity tab is the full log, not just the drafts: every email it read, labeled, held or skipped. Filter by All sessions, Labeled, Drafted, Held or Skipped, or search. Each row opens the same detail sheet as on Home, plus an explanation for anything it skipped, such as “Automated no-reply sender, a reply would go nowhere.”

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Next steps