Action Inbox
What needs you next, in one place.
Callbacks, quote follow-ups and job handoffs wait in your Action Inbox for a quick approval. Nothing goes out to a customer without your OK.
01
Suggested next steps
After each call ZEYTA suggests what should happen next: a callback, a follow-up or a handoff to a team member.
- Callback suggestions
- Quote follow-up reminders
- Job handoffs
02
You stay in charge
Approve, edit or handle it yourself. ZEYTA only acts on what you've approved, within your plan's limits.
- Approve or edit first
- See exactly what ZEYTA will say
- Nothing sent without your OK
03
Clear handoffs
Qualified enquiries can be passed to the right person with every detail attached, so no one starts from scratch.
- Assign to a team member
- Full call context attached
- Status updated automatically
How Action Inbox works
Four steps, the same on every call.
- 01Call ends
ZEYTA writes the summary and works out the next step.
- 02Action suggested
A callback, follow-up or handoff appears in your inbox.
- 03You approve
Approve, edit the message or deal with it yourself.
- 04ZEYTA follows through
The approved action happens and the lead updates.
More of the platform
Frequently asked questions
Does ZEYTA ever contact customers without asking?
Outbound actions such as callbacks and follow-ups go through your Action Inbox for approval, unless you choose to auto-approve a specific type.
Can my team use the inbox?
Team features are being finalised for launch and will depend on your plan.
See Action Inbox in action.
Request a demo and we'll reply within 24 hours.