Smart Inbox Overview
Smart Inbox is the operational hub where AtlasOS brings together task execution, compliance calendar visibility, email triage, broadcasts, and collaboration-focused work views.
It is not only an email screen. The live module supports several working modes so teams can switch between personal execution, team workflow, and communications handling.
Main Smart Inbox modes
| Mode | Purpose |
|---|---|
| List | Work through tasks in a traditional task list |
| Board | Review tasks by workflow status |
| Calendar | View tasks and compliance events on a shared calendar |
| My Day | Focus on work that needs attention today |
| Inbox | Review synced email with AI triage and follow-up actions |
| Broadcasts | Send and monitor bulk email communications |
| Collab | Review collaboration and team activity signals |
What teams use Smart Inbox for
- processing incoming client and regulatory email
- converting email into tasks or projects
- managing operational task queues
- reviewing deadlines and calendar events
- sending repeatable communications to filtered client groups
- monitoring cross-team collaboration activity
Email inside Smart Inbox
When your practice has active email connections, the Inbox mode becomes the communications triage surface.
The live inbox experience supports:
- urgency-based inbox tabs
- entity filtering
- assignee filtering
- connection-level filtering
- thread viewing
- reply composition
- bulk email actions
- create-task and create-project handoff from email
Task and calendar workflow
Smart Inbox also remains the home for operational work management. In the live product, teams use it to:
- switch between saved or shared task views
- sort and page through large task lists
- update task status and priority inline
- expand checklists inline
- complete tasks in bulk
- inspect calendar events sourced from tasks and compliance obligations
Connection and sync management
Smart Inbox includes an email configuration drawer for practice users to:
- connect providers
- test connections
- run sync manually
- disconnect accounts
- set up IMAP and SMTP credentials where needed