CRM
Where your inbox lives: email & live chat
Your unified inbox is in your Noli dashboard. The CRM keeps the customer service desk and the email engine.
Your unified inbox lives in your Noli dashboard at app.noliai.com, not in the CRM. The CRM keeps the customer service desk and the email engine that sends your messages.
Your inbox in the Noli dashboard
Open the inbox in your Noli dashboard and a left-hand list breaks your messages into places to work: Needs you, Recent work, Notifications, Email, Customer service, Follow-ups, and CoS correspondence. The same screen holds Connections, Automation & guardrails, and Guidance & style, so what flows in and how it is handled are set in one place.
Drafted replies arrive as Chief of Staff proposals you approve or dismiss. See Needs you, everything waiting on your decision.
What stays in the CRM
- Customer Service: the support desk that watches your support inbox and website chat, and drafts replies for you. See Customer Service: your AI support desk.
- Email to a contact: you send it with the Email button on the contact's record in Contacts, with the thread kept on their timeline. See Draft emails with AI.
- Email: a CRM page that lists every message sent or received through your connected mailboxes. Filter it to Inbound or Outbound, open a message to read it and reply, or click Compose to write a new one. It has no item in the simple sidebar, so open it at
crm.noliai.com/backend/email.
Connect your channels
Connect your personal mailbox in your Noli dashboard: open the inbox and go to Connections. See Connect integrations. To answer your website visitors automatically, set up website chat in Customer Service.