focus-inbox-guide
Velaro Focus Inbox
Velaro Focus is a keyboard-first, AI-triaged inbox available on Professional plans and above. It works across every Velaro channel — email, SMS, chat, social, IVR — and gives teams the speed of Superhuman with full customer context, deal-aware clustering, and AI-powered briefings that nobody else has.
Enable it per site via the subscription flag EnableFocusInbox.
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Enabling Focus Inbox
Go to Admin → Focus Inbox and click Enable Focus Inbox to turn on the feature for your site. A setup checklist guides you through six steps: enabling the subscription flag, verifying your inbox connection, enabling the Morning Briefing, setting follow-up defaults, configuring inbox tabs, and confirming mobile swipe gestures.
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Keyboard Shortcuts
Press ? anywhere in the inbox to see all shortcuts. The main ones:
| Key | Action |
|---|---|
j / ↓ |
Next conversation |
k / ↑ |
Previous conversation |
r |
Reply |
e |
Resolve |
s |
Snooze |
a |
Assign |
⌘K / Ctrl+K |
Command palette |
? |
Show shortcut cheat sheet |
Esc |
Close panel / back to list |
Shortcuts are disabled when typing inside a text field.
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Command Palette (⌘K)
Press ⌘K to open the command palette. You can search conversations, contacts, and knowledge base articles, and run actions like resolve, snooze, assign, transfer, tag, or create a ticket. Navigate with arrow keys and press Enter to run.
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Snoozing Conversations
Click the snooze icon on any conversation or press s. Pick from quick options (1 hour, 4 hours, tomorrow, next week) or set a custom date and time. Snoozed conversations disappear from the inbox and return automatically at the scheduled time with a banner notification.
To see all snoozed conversations: use the CLI command velaro focus snoozed or ask Moshky "show me my snoozed conversations."
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Follow-Up Reminders
Click the bell icon on any conversation to set a follow-up reminder. Quick options: 1 hour, 4 hours, tomorrow, end of week. A Hangfire job fires every 15 minutes and sends a real-time notification when a follow-up is due.
To see follow-ups due today: velaro focus follow-ups
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AI Triage Labels
Every conversation is auto-labeled with one of:
- Urgent — negative sentiment, time-sensitive language
- Offer — detected deal/offer/pricing language
- Needs Reply — customer's message is the last, unanswered
- Waiting — agent replied, waiting on customer
- FYI — informational, no action needed
Labels update client-side when the inbox loads. Use the filter bar to show only conversations with a specific label.
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Morning Briefing
Every morning at 7 AM PT, an AI job analyzes overnight conversations and generates a briefing card at the top of your inbox showing:
- How many conversations need your action today
- How many require a decision
- Total conversations analyzed
- How many can be safely ignored
The briefing card is dismissible and stores the dismiss state per day in the browser. You can also trigger an on-demand briefing via the "Regenerate" button or by asking Moshky "what came in overnight."
The Morning Briefing is unique to Velaro — no other inbox product has this.
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Conversation Clusters
Focus automatically groups related conversations into clusters — for example, all emails related to a single festival booking, a real estate deal, or a sales opportunity.
How it works: Select multiple conversations and click "Cluster" in the command palette, or use the Moshky skill focus_cluster_conversations. The AI groups them by topic and assigns a suggested stage.
Cluster KanBan stages:
- New → Submitted → Offer Received → Negotiating → Confirmed / Declined
Move a cluster between stages by dragging the card on the KanBan board.
Push to CRM: Click "→ CRM" on any cluster card to convert it to a CRM deal. The cluster's conversations are linked to the deal and the stage is mapped to the CRM pipeline.
To list active clusters: velaro focus clusters
To update a cluster stage: velaro focus cluster-stage <id> <stage>
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Smart Reply Suggestions
When Focus detects a routine conversation — meeting request, acknowledgment, unsubscribe — it shows a one-click reply suggestion in an amber bar above the message composer. Click "Use this reply" to pre-fill the composer, then edit or send.
The suggestion is generated by Claude Haiku and uses the same message composer your agents always use. Nothing is sent automatically.
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Sender Intelligence Screening
First-time senders appear in a collapsible tray at the top of the inbox. You can:
- Approve — move the conversation to the normal active queue
- Block — log the block request (full blocklist enforcement is a future feature)
Contacts who have multiple conversations are automatically promoted out of the screening tray.
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Split Inbox Tabs
Configure personal inbox tabs with custom filter rules. Go to the gear icon → "Configure Tabs" to add tabs filtered by channel, assignment, or triage label. Tabs are per-agent and persist across sessions.
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Mobile Swipe Gestures
On mobile devices, swipe gestures replace keyboard shortcuts:
- Swipe right → Resolve
- Swipe left → Snooze
- Swipe down → Follow-up
- Tap and hold → Command palette
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Workflow / Bot Skills
Moshky and workflow bots can use Focus capabilities directly:
| Skill | What it does |
|---|---|
focus_snooze_conversation |
Snooze a conversation to a specific time |
focus_get_morning_briefing |
Fetch today's AI briefing summary |
focus_cluster_conversations |
Group conversations into topic clusters |
focus_list_snoozed |
List currently snoozed conversations (MCP) |
focus_list_follow_ups |
List follow-ups due today (MCP) |
focus_get_clusters |
Get all active clusters (MCP) |
focus_save_cluster |
Save a new cluster (MCP) |
focus_update_cluster_stage |
Move a cluster to a new pipeline stage (MCP) |
All skills require EnableFocusInbox on the subscription.
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Analytics Dashboard
Go to Admin → Focus Inbox → Analytics to see a live snapshot:
- Conversations resolved today
- Currently snoozed conversations
- Follow-ups due in the next 24 hours
- Active clusters (not yet confirmed or declined)
- Morning briefing: action-required and decision-required counts
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CLI Commands
velaro focus snoozed # List currently snoozed conversations
velaro focus follow-ups # List follow-ups due today
velaro focus clusters # List active clusters
velaro focus cluster-stage <id> <stage> # Update a cluster stage
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Subscription Gate
Feature is gated by EnableFocusInbox. Available on Professional and above. Free 14-day trial available — contact your Velaro account manager.
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