Purpose
Inbox gives Jobin (AR manager) at Acme Corporation a single, prioritized queue for all collections outreach — so he never has to guess what to do next. Daylit removes most associate-level queue work: Jobin (AR manager) bulk-approves routine program reminders and edits escalations that need a human touch. Inbox eliminates the need to manually build daily task lists. AI-recommended actions ranked by urgency let Jobin (AR manager) clear the queue efficiently and ensure no overdue invoice slips through the cracks. Example: On Monday, Jobin (AR manager) opens Inbox → Review and sees 15 proposed actions. He bulk-approves ten routine baseline program reminders for accounts outside Acme Corporation’s risky five. The remaining five escalations — including Mesa Valley Construction and Redwood Chemical Supply — he edits individually before Review & Send.Flowchart
What Inbox shows
Inbox is your team’s central action center for accounts receivable work. Every time Daylit’s AI recommends an outreach action — whether that’s a collection email, a call reminder, or an internal task — it appears here for your review. The two types of actions you’ll encounter are:- Email — An AI-drafted outreach email. You can read, edit, and send it directly from Inbox.
- Call — A reminder for your team to call the customer. Open the action to write notes, review AI-generated talking points, and log the call. After the call, the transcript will appear in the communication thread.
Inbox views
Inbox is organized into four views in the left sidebar:| View | What it shows |
|---|---|
| Review | Proposed actions waiting for your approval or edit — emails and calls the AI has generated for you to act on. |
| History | Actions your team has already taken — sent emails, completed calls, and dismissed items. |
| Sequences | Sequence steps ready for action — upcoming outreach steps from enrolled customers that need your review or send. |
| Step History | Past sequence steps — a log of sequence steps that have already run or been completed. |
Review and send an action
Open an action
Click any row to open the action detail panel. For email actions, the panel displays the AI-drafted subject line and body.
Review and edit the draft
Read through the email body. You can edit the subject line, body text, recipient list, CC, and BCC fields directly in the panel.