Sagely Feature

Unified Inbox: One view of every client conversation.

By the Sagely Team · Updated

Your team lives in two places: email and Slack. Your clients live in both too. Sagely pulls it all into one inbox - so nothing falls through the cracks.

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One Inbox for Client Email and Slack Messages

Email + Slack, unified

See messages from email and Slack side by side, organised by client. No more app-switching to stay on top of conversations.

Context that travels with you

Every message is tied to the client workspace where it belongs. You always know who it's from and why.

Never miss an approval

Approval requests, feedback comments, and sign-offs surface right in your inbox - no more hunting through threads.

Email, Slack, and Portal Tickets in One Unified Thread

Client messages arrive from three directions at once - email replies, Slack mentions, and portal submissions. Sagely pulls every channel into one inbox where each conversation becomes a ticket with a client, a due date, and a reply thread your whole team can see.

One thread per ticket, regardless of source

Whether a client emailed or messaged on Slack, it lands in the same inbox. The source badge tells you where it came from; the thread shows everything that's been said.

Due dates and response times on every ticket

Each ticket shows when it was created, when it's due, and how long it took to respond. Response time is tracked automatically. No timers needed.

Reply from one place, close from the same

Write your reply, attach a file, and close the ticket without switching tools. The client gets the message wherever they sent from, by email or Slack.

All Inbox
LL
Lucide LLCEmail
#S-000XJ2 months ago
Billing discrepancy
AC
Acme CorpSlack
#S-0010I3 months ago
Data export issue
SD
Seed Client 3Email
#S-000QL1 month ago
Portal access
SC
Seed Client 8Slack
#S-000SY4 months ago
Permission question
#S-000XJ
Billing discrepancy
Client flagged a discrepancy in the March invoice. Need to reconcile with accounting.
Nik, add a reply…

Connect Email and Slack to Your Client Inbox

01

Connect your accounts

Link your email and Slack in two clicks. Sagely reads messages from both - it doesn't replace them.

02

Messages are automatically sorted

Sagely routes each message to the right client workspace. No manual filing.

03

Respond from Sagely

Reply to emails or Slack messages directly from the Sagely inbox. One interface, both channels.

Unified Client Inbox: Common Questions

Does Sagely replace my email and Slack?
No. Your clients keep using email and Slack as normal. Sagely automatically converts those messages into tickets and organises them in one place for your team - your clients don't change anything.
How does the email integration work?
Sagely generates a ticket automatically from each incoming email. Replies stay threaded on the same ticket, so the full conversation history is always in one place.
Is Slack integration available on all plans?
Slack integration is available on the Freelance plan ($29/mo) and above. The Solo plan includes email integration only.

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