Using the Smart Inbox
Learn how to connect your email, view messages, and use AI to summarize threads and draft replies.
Steven Reinartz
Updated on August 22, 2025
The Smart Inbox brings your client conversations directly into BrandKit CRM, allowing you to manage your email without switching between applications. This guide will walk you through setting it up and using its key features.
Connecting Your Email Account
Currently, the Smart Inbox integrates seamlessly with Gmail. We are actively working on adding support for other providers like Office 365 in the near future.
- Navigate to Settings in the main menu (click your profile icon).
- Select Email Sync from the "My Settings" section.
- Click the "Connect Email Account" button and choose Google.
- Follow the prompts to sign in to your Google account and grant the necessary permissions. The permissions allow BrandKit CRM to read and send emails on your behalf.
Once connected, your inbox will appear on the main Inbox page.
Key Features
- Unified View: See all your emails in a clean, focused interface without leaving the CRM.
- AI Summaries: Click the "Summarize with Gemini" button to get an instant summary of long email threads, including action items and the overall tone of the conversation.
- AI-Powered Replies: When composing a reply, use the "Ask Gemini" feature. Simply type a prompt like "Tell them the hoodies will be ready next Friday" and the AI will draft a professional email for you.
š What's Next?
This is just the beginning for the Smart Inbox. Soon, you'll be able to link email conversations directly to specific jobs and leads, creating a complete, unified history of all communication for every project.