Triage, assignment & notes
Every conversation has one owner. Assign manually, round-robin, or by load balance. Internal notes with @mentions live beside the email: amber, unmistakable, never sent outside.
- Presence & collision detection: see who’s viewing and typing
- Keyboard triage: E close, A assign, R reply, ⌘K palette
- Send & close auto-advances to the next conversation
- Tags on any thread; guest & cross-org sharing with guardrails
- Rules from a canvas builder, or described in plain English
Can you send the signed rate con for ML-48291?
NOTECarrier booked. @Dana can you take this?
DRAssigned to Dana · round-robin