MailboxAI – Webmail + AI Assistant For Perfex CRM

Description

MailboxAI – Webmail + AI Assistant For Perfex CRM

MailboxAI – Webmail + AI Assistant For Perfex CRM

MailboxAI brings a real webmail experience directly inside Perfex CRM — so your team can read, reply, organize, and convert emails into CRM work without switching tabs all day.

You get a clean inbox UI with folders, search, filters, bulk actions, categories, drafts, scheduled emails, and a full compose/reply workflow. And when you want speed, AI features are available on-demand: summarize unread emails, suggest replies, improve writing, and classify messages — only when you click.

• Perfex-native UI: uses Perfex panels, buttons, modals, and Bootstrap styling so it looks like it belongs.
• Multi-account support: switch between mailboxes from the top selector (great for teams and shared inboxes).
• Flexible sync: cron sync, light sync, or manual sync — depending on your hosting and workflow.
• Fast inbox actions: star/unstar, mark read/unread, delete (local), attachment indicators, outgoing indicators.
• AI on demand (optional): unread summaries + reply drafts when you click (no forced automation).

Core Inbox Experience

Inbox, folders, counters

• Folders navigation: Inbox, Sent, Drafts, Trash, Spam/Junk, Archive (based on your account mappings).
• Unread & total counters: see what matters instantly (Inbox unread badge + folder totals).
• Clean email list: sender, subject, snippet, received date, attachment icon, and outgoing status.
• Sync status indicator: clear status badge with last sync date and error message (if any).

Search + filters (real-world useful)

• Search: quick search by keyword (sender/subject/snippet) so you find emails fast.
• Filters: show all / unread / starred / has attachments.
• Category filter: filter emails by category label for clean triage workflows.

✅ Bulk actions

• Mark read / mark unread in bulk.
• Star / unstar in bulk.
• Apply category / clear category in bulk.
• Delete selected (local) in bulk.

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