Unified Inbox
HARi’s unified inbox brings customer email into one view with the CRM. Telegram and WhatsApp are coming soon.
Supported channels
Section titled “Supported channels”| Channel | Status | Features |
|---|---|---|
| Email (SMTP) | Available | Send/receive, threading, attachments |
| Email (Plunk) | Available | Transactional email, open/click tracking |
| Microsoft 365 | Available | OAuth, send from Outlook identity, calendar sync |
| Telegram | Coming soon | Messages in the inbox |
| WhatsApp Business | Coming soon | Messages, media, conversation threads |
| Gmail (OAuth) | Coming soon | Native integration, tracking |
How it works
Section titled “How it works”Connect your email via SMTP or Plunk in Settings > Email Sending. Incoming and outgoing emails are automatically matched to contacts in your CRM by email address.
Microsoft 365
Section titled “Microsoft 365”Connect your M365 account in Settings > Connected Channels. Emails are sent as your Outlook identity — they appear in your Outlook Sent Items. Calendar events sync automatically.
Telegram
Section titled “Telegram”Coming soon. Messages from a private Telegram chat will appear in the inbox alongside email. They do not appear there today. Group chats are not included.
Entity linking
Section titled “Entity linking”Every conversation is linked to a CRM record. When you receive a message from a known contact, it appears on their record timeline. If the sender is unknown, HARi suggests creating a new contact.
Inbox features
Section titled “Inbox features”Threaded conversations
Section titled “Threaded conversations”Messages are grouped into threads by conversation. Email threads follow the standard Re:/Fwd: threading. When Telegram arrives, those messages will be grouped by contact.
Unified timeline
Section titled “Unified timeline”On any contact or company record, the Activity tab shows email conversations in chronological order, with the rest of the activity on that record. Telegram and WhatsApp will be included when those channels arrive.
Quick reply
Section titled “Quick reply”Reply to an email directly from the inbox without opening the full record. Replying on Telegram from the inbox is coming soon.
Attachments
Section titled “Attachments”Email attachments are stored in the CRM and linked to the relevant record. View, download, or forward them from the inbox.
Filters and search
Section titled “Filters and search”Filter the inbox by:
- Channel (email today; Telegram and WhatsApp coming soon)
- Status (unread, read, replied)
- Linked entity (contact, company, opportunity)
- Date range
- Assigned user
Search across all messages with full-text search.
Notifications
Section titled “Notifications”New messages trigger notifications based on your preferences:
- In-app: badge count on the inbox icon
- Browser: desktop push notification
Logging conversations as activities
Section titled “Logging conversations as activities”Every message in the inbox is automatically logged as an activity on the linked record. Email is logged today. Telegram and WhatsApp will be logged the same way when those channels arrive.