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Documentation Index

Fetch the complete documentation index at: https://docs.komo.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Inbox is your sales reply hub. Connect Gmail or Outlook once — every reply is auto-categorized, linked to its contact and campaign, and (optionally) auto-routed to an agent or teammate. You stay in control. Komo drafts; you approve before send.

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Three-pane layout

PaneWhat it shows
Left railAccounts, categories, Archived folder
MiddleEmail list, filtered by category and account
RightOpen thread — conversation, contact context, reply UI
Category counts update in real time.

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Connect your inbox

1

Open Inbox Settings

Gear icon top-right, or /inbox/settings.
2

Click Connect

Pick Gmail or Outlook → OAuth.
3

Authorize

Komo stores only short-lived OAuth tokens — never plain-text credentials.
4

Optional: connect more accounts

Many teams connect 2–3 inboxes per rep to distribute send volume and warming.
Disconnect or pause any inbox from the same page.

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Eight default categories

CategoryMeansExample subjects
Hot LeadHigh-intent inbound, signal-triggered lead, or warm referral”Inbound from your website”
InterestedEngaging positively, wants to continue”Tell me more about pricing”
Meeting RequestScheduling, rescheduling, confirming”Can we meet next week?”
ObjectionPricing, fit, timing, security, competitor concern”Too expensive for us”
Renewal & ExpansionExisting customer renewing or upselling”Renewal coming up”
Not NowPause or follow up later”Circle back next quarter”
UnsubscribeRemove from outreach”Stop emailing me”
OtherDoesn’t fit primary categories”Quick question”
Re-classify any thread manually — Komo learns from corrections. Create custom categories from Inbox Settings for verticals (legal_review, partner_intro, etc.).

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Routing rules

Map a category to an agent or workflow that runs automatically.
1

Inbox Settings → Routing rules → Add

Click Add routing rule.
2

Pick the trigger category

e.g. Meeting Request.
3

Pick the execution target

Agent (custom or default) or Workflow (saved playbook).
4

Save

Live immediately. Future replies in that category trigger the agent. Drafted responses appear for you to approve, edit, or send.

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Common patterns

  • Interested → reply-drafting agent — “great, let me share more” + calendar link
  • Meeting Request → scheduling agent — propose times via Calendar availability
  • Objection → objection-handler agent — draft pricing/security/timing response
  • Unsubscribe → suppression workflow — remove from all campaigns + add to do-not-contact
  • Not Now → reminder workflow — schedule follow-up touch in X weeks
  • Hot Lead → notification workflow — Slack DM to the owning rep

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Compose

Top-right Compose opens a new email dialog — sender, recipient, subject, body. Useful for one-off outbound outside a campaign.

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Thread view

Right pane shows:
  • Full conversation
  • Linked Contact and parent Account
  • Campaign context (if it came from one)
  • Inline reply composer
  • Actions: archive, change category, mark read, link to different contact
Replies go out from the original sender, preserving threading.

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Archive vs. delete

  • Archive — out of active view, keeps thread + contact link + analytics. Default for “done.”
  • Delete — removes Komo’s copy entirely. Use rarely.

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Connected to

Campaigns (produce replies) · Contacts (timeline entries) · Signals (monitored-lead replies) · Playbooks (triggered by routing) · New Task (agent can answer “what objections came up this week?”)

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Tips

Set up routing rules for Hot Lead, Meeting Request, Unsubscribe before your first campaign. The others can stay manual until volume justifies automation.
Use custom categories for vertical motions. Default 8 cover B2B SaaS — verticals win by extending.
Re-classify misrouted threads weekly. After a few weeks, expect 95%+ accuracy on your motion.