Final step in See value in Daylit today: review and send AI-recommended collection actions.
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. Program batches, AI-recommended emails and calls, and ready sequence steps appear here for your review. In Inbox → Review, the two main action types 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:Review and send an action
1
Open Inbox
Navigate to Inbox in the left sidebar. Select the Review tab to see proposed actions.
2
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.
3
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.
4
Save, review, and send
When you’re ready, choose an option:
- Save draft — save your edits without sending. To reopen a saved draft for this action, click Drafts.
- Review & Send — approve the action and deliver the email immediately.
Troubleshooting
You do not see an expected action
You do not see an expected action
Check the relevant source workflow. Program batches appear after a collection program generates review-mode touchpoints. Sequence steps, including steps from case-linked sequences, appear in Inbox → Sequences when their offset date becomes ready. Other case actions and suggestions appear in Cases → Suggestions.
A sequence step is not ready yet
A sequence step is not ready yet
Open the sequence and check the customer’s enrollment start date and the step’s offset days. Steps appear in Inbox → Sequences when they become ready, not necessarily immediately after enrollment.
An email action cannot be sent
An email action cannot be sent
Confirm your email connection is active in Settings → Integrations. For email actions, review the recipient, subject, and body before clicking Review & Send.
You rejected or dismissed the wrong action
You rejected or dismissed the wrong action
Check Inbox → History or the customer’s communication history to understand what happened. If follow-up is still needed, create or continue the appropriate sequence, case, or email workflow.
Related pages
- Collection programs — Configure review-mode touchpoints that appear in Inbox.
- Collection sequences — Build sequence steps that become ready in Inbox → Sequences.
- Collection cases — Manage case suggestions and case-specific sequence workflows.
- Email drafting — Understand how email drafts and snippets are generated.
Finished See value in Daylit today? Return to Start Here or continue exploring the help center.