> ## Documentation Index
> Fetch the complete documentation index at: https://help.daylit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inbox: review and send collection actions

> The Daylit Inbox shows all pending AI-recommended actions — emails, calls, and tasks — that your team needs to review, approve, or send.

## 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

```mermaid actions={false} theme={null}
%%{init: {"theme":"base","themeVariables":{
  "fontFamily":"Plus Jakarta Sans, -apple-system, sans-serif",
  "background":"#fefdf8","primaryColor":"#ffffff","primaryTextColor":"#3d0c11",
  "primaryBorderColor":"#e8e5df","lineColor":"#3d0c11",
  "secondaryColor":"#fef9c3","tertiaryColor":"#fefdf8"
}}}%%
flowchart LR
    A[AI analyzes portfolio] --> B[Generates actions]
    B --> C[Inbox: Action Center]
    C --> D{User decision}
    D -- Approve --> E[Send email / reminder]
    D -- Edit --> F[Modify draft & send]
    D -. Reject .-> G[Cancel action]

    classDef current fill:#3d0c11,color:#fefdf8,stroke:#3d0c11,stroke-width:1px;
    classDef ghost   fill:#fefdf8,color:#3d0c11,stroke:#e8e5df,stroke-width:1px;
    class C current;
    class G ghost;
```

## 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

<Steps>
  <Step title="Open Inbox">
    Navigate to **Inbox** in the left sidebar. Select the **Review** tab to see proposed actions.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>