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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

The Inbox is your home base. Every conversation across chat (widget), SMS (your business number), and voice (phone calls) — all in one list, grouped by contact, sorted by most recent activity. This is where you check first thing in the morning to see what came in overnight.

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What you see

Each row is a contact (or anonymous visitor for unmatched chats). On each row:
  • Name + business — or a phone number / visitor ID if we couldn’t match to a contact
  • Channel badges — small icons showing which channels they’ve used (chat 💬, SMS ✉, voice 📞)
  • Last activity preview — a snippet of the most recent message or call summary
  • Time — relative time of the last activity (“2m ago”, “3h ago”)

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Top stats

A strip of cards at the top of the page:
  • Today — total conversations across all channels in the last 24h
  • New leads — contacts created in the last 7 days
  • Missed calls — count from today (turns amber if any are missed)
  • Voice calls — count handled today
These give you a quick pulse without clicking into anything.

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Click into a conversation

Clicking a row opens the full thread for that contact. You see:
  • All chat messages, SMS messages, and call transcripts
  • Interleaved chronologically
  • AI’s responses + yours + the customer’s
  • Recordings (for voice calls)
  • Form submissions (if they came in via a form)
  • Booked appointments (linked to their pipeline deal)
You can reply directly from this view via SMS, mark the conversation closed, or jump to the contact’s full detail page.

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Channels in detail

SMS replies

Two-way text conversations.

Web chat

Widget conversations on your site.

Voice calls

Calls handled by the AI assistant.

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Limit

The inbox shows the 50 most recent conversations. If you have more than that, you’ll see a “Showing 50 of N+ — search Contacts for older” hint at the bottom. For older activity, use Contacts — search by name, then click into the contact to see their full history.

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Anonymous visitors

Widget conversations from people who didn’t share a phone or email show up as visitor:abcd1234… in the inbox. If they later become a real contact (book an appointment, share a phone, fill out a form), the visitor entry promotes to a named contact and the conversation history follows.

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Bulk cleanup

If you have a lot of stale chat conversations gumming up the inbox (e.g., test sessions, abandoned chats), the Cleanup button hides conversations older than X days that have no real follow-up activity. Doesn’t delete them — just removes them from the inbox view; you can still find them by drilling into Contacts.

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Mobile

The inbox is the most-used surface in the mobile app. Layout is optimized for thumb-scroll: avatar, name, preview, time. Tap to open the full thread.

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Keyboard shortcuts

  • j / k — next / previous conversation
  • Enter — open selected
  • e — close (mark as resolved)

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Next

SMS replies

How two-way SMS conversations work.

Voice calls

Reading transcripts and listening to recordings.