KeyBoltInbox & Colabs
Every call, text, and email about one piece of work, in one place.
Connect Instagram DMs When AvailableIf Instagram DMs appears in Integrations, the shop owner can connect an Instagram professional account. Incoming direct messages then appear in the KeyBolt Inbox. Availability d...Connect Yelp Leads Through ZapierWhen Yelp leads is available under Integrations, the owner can connect Yelp quote requests through Zapier. Leads and customer messages appear as Colabs. Replies need their own e...Connect Facebook MessengerThe shop owner can connect a Facebook Page in Integrations > Facebook Messenger on the website. Customer messages to that Page appear in your KeyBolt Inbox, and you can reply fr...Connect Your Customer Message ChannelsOpen Integrations in the website's sidebar to connect the places customers reach your shop. Messages land in the Inbox as Colabs, where your team can read and reply alongside th...What is the Inbox (Colab)?The Inbox groups calls, texts, emails, and connected lead channels into conversations called Colabs. Use one thread to follow a customer's request, the people involved, and the...Find Calls, Changes, and Sent Messages in ActivityOpen Activity to find calls and messages across your shop without opening each Colab. On the phone, it is under More. Your role controls which activity and tabs you can see.Convert and Merge ColabsOpen a Colab to create a job or estimate, attach existing work, or combine conversations about the same work. Creating work, linking work, and merging conversations do different...Attach a Colab to a Job You Already MadeSometimes the job is already in KeyBolt and the conversation is sitting in a separate Colab. Attach joins the two without changing either one. The Colab keeps its number, the jo...Multi-Tech Handoff in a ColabReal shops aren't one-person operations. A dispatcher takes the call, a tech does the work, and the owner sometimes jumps in for a tricky customer. A Colab is built for exactly...Send a Call to an Outside TechCan't cover a job? Pass the call to a locksmith outside your shop. KeyBolt makes a private link to one call. You send it from your own phone. They listen, call the customer, and...Reply, Add Notes, Photos, and Files in a ColabOpen any Colab and scroll to the bottom. The box there is the composer, where you reply to the customer and add things to the timeline. It splits into two parts: Reply to custom...Copy Another Person on an EmailUse Cc on a Colab's email reply to include another person, such as accounts payable, while replying to the original contact. Branded email is included on both plans; your role m...Colab Statuses, Closing, and ReopeningEvery Colab has a status, shown as a colored pill. It tells you where the lead or job stands. This applies on both plans, Basic and KeyBolt Pro.Archive a Colab Instead of Closing ItArchive takes a Colab out of your Inbox without closing it, and you can undo it with Restore while the archived record is still kept. Close and Cancel mean the work is over. You...Report Junk in the InboxReport junk closes robocalls, spam email, and wrong numbers as spam and takes them out of your Inbox in one action. Owners, managers, and dispatchers can use it, on both plans.Linking a Colab to a CustomerWhen a call, text, or email comes in from a number or address KeyBolt doesn't recognize, it makes an Unassociated Colab. It's a real lead, it just isn't tied to anyone in your c...Your Shop's Inbound Email AddressEvery shop on KeyBolt gets its own customer-facing email address. When a customer emails it, the message lands right in your Inbox as a new Colab, with the email and any photos...Reply to Inbound EmailsWhen a customer emails your shop, the message opens as a Colab in your Inbox. You reply without leaving KeyBolt, and your answer goes out from your own shop address. This works...Turn an Email Into a Job DraftWhen a customer or property manager emails your shop, KeyBolt's AI reads the message and pulls out the details a job needs. A blue AI read this email banner appears on the Colab...
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