Fyxt Inbox

What is the Fyxt Inbox? Fyxt’s Inbox is a bridge between your current email and building operations, streamlining management and communications.

Why use it?

Simplicity! Taking advantage of the Inbox allows your teams to triage incoming service requests from tenants or communications with vendors while creating Jobs to address any need.

Using the Fyxt Inbox

Getting Started

The Fyxt Inbox is a bridge between your current email management and building operations. To get started, simply connect your email to Fyxt.

Inbox Settings

Your Fyxt Inbox supports some customization. This includes Signatures, Snippets, Auto Responses, and Reviews.

Signatures allow customization by user or by Inbox.

Snippets are predefined email templates that can be used in a conversation at any point in time.

Auto Responses allow you to customize an automatic reply to the first email sent in a conversation. This is most often used to let your tenants know their service requests have been received.

Day-to-day Use

Now that your Inbox is set up it’s time to start managing conversations. To begin a new conversation, simply click Compose in the upper right of your screen.

As emails are received and managed by the Inbox, Fyxt will outline known information for you. This includes assigning a conversation to be managed by an internal user, the Sender Info, Associated Contacts, Associated Jobs and Attachments. There is also an Activity section, showing your teams a a transcript of all actions taken on a conversation.

Assigning Conversations allows your teams to organize around who is responsible for what. Conversations can only be assigned to management users onboarded in Fyxt.

Sender Info populates the sender of the first email in a conversation. If the sender email corresponds to a known Contact, that Contact’s information will be displayed. If not, you are always able to create a new Contact from an unknown sender, or modify a known Contact with a new email address.

Associated Contacts will populate all parties which have been CC’ed in a conversation.

Associated Jobs allows your teams to create Jobs in response to a conversation and create a bridge between the conversation and the Job, ensuring your teams have full context when executing Jobs. You may either Create & Associate a new Job from the Actions menu, or you can associate an existing Job from the right detail panel. 

Attachments added to a conversation automatically consolidate for your teams' quick reference and access.

Activity provides a transactional history of all events in a conversation, providing complete transparency to your internal teams.

As your teams execute on the needs identified via Inbox conversation, conversations can be Closed, migrating them from the Open Conversations folder to the Closed Conversations folder.

Inbox Folders

Folders allow you to store and access conversations as needed. 

• Unassigned - all Conversations without an Assigned Manager
• No Jobs Associated - all Conversations without an Associated Job
• Close Out - all Conversations where the Status of all Associated Jobs have been set to Closed
• Emergency Jobs - all Conversations associated with Emergency Jobs
• Open - all Open Conversations
• Closed Conversations - all Closed Conversations
• My Conversations - all Conversations assigned to you
• Spam - all Conversations marked as Spam
• Trash - all Conversations marked as Trash

Closing Conversations

Close Conversations to maintain a relevant que of managed threads. 

To close an individual Conversation

1. Select the conversation from the list.
2. Open the Actions menu and select Close Communication

To close Conversations in Bulk

1. Select the checkboxes next to the conversations you would like to move to Closed.
2. Expand the Bulk Action menu and select Mark as Closed.

Editing a Conversation Label

1. Click into to label field to make any edits. The label with update in the conversation panel as well as in the list of emails.
2. Alternately if you create and associate a new job or associate an existing job, the Brief Description will automatically update the label of the conversation.

Replying to Conversations in bulk

Select the checkboxes next to the conversations you would like to send a reply to.

• Expand the Bulk Action menu and select Send Reply.
• Craft your response via the email box/HTML Editor.