Inbox — client messaging

Inbox — Messaging Clients via Email & SMS

The Inbox is your central hub for all client communication in CaterCloud. Whether a client replies to a quote by email or sends you a text, every message lands in one unified thread — no tab-switching, no missed follow-ups.

Finding a Conversation

Navigate to Inbox from the main menu. The left rail lists all your contacts. Use the filter tabs to focus on what matters:

• Needs Reply — conversations waiting on you (the default view)
• Awaiting — you've replied and are waiting on the client
• Snoozed — temporarily hidden threads
• Done — closed or resolved conversations

Click any contact row to open their conversation. Each conversation URL is shareable — you can copy and paste it directly to a teammate.

Replying to a Client

The conversation canvas shows a single, merged timeline of every message exchanged with that contact — email and SMS in one thread, in chronological order.

To send a reply:

1. Click into the message composer at the bottom of the canvas.
2. Type your reply. The channel (email or SMS) is determined by how the conversation started or how the client last reached out.
3. Press Send (or use the keyboard shortcut) to deliver your message.

Incoming messages sync in real time — the thread updates automatically without a page refresh.

The Context Rail

When a conversation is open, a context rail appears to the right of the canvas. This shows key details about the client — their booking history, quotes, and invoices — without you having to leave the conversation. Use it to quickly check outstanding balances or upcoming events before replying.

AI-Assisted Replies

CaterCloud can help you draft replies faster. Look for the AI suggestion option in the composer area. The AI reads the conversation thread and generates a relevant draft you can edit before sending — useful when you're handling high message volume or want a polished starting point.

Keyboard Navigation

Press the arrow keys to move between contacts in the list rail without touching the mouse, keeping your workflow fast on busy days.

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Tip: The Inbox also includes a pinned Business Advisor row — a built-in AI assistant that can help you review quotes, pricing strategy, and more.