Description
MailboxAI – Webmail + AI Assistant For Perfex CRM
Other Perfex Modules
Limited Intro Price: $59 for the first 10 buyers only. The price will increase afterwards.
NOTE: This is a module for Perfex CRM. It is not a standalone script.
MailboxAI – Webmail + AI Assistant For Perfex CRM
MailboxAI brings a real webmail experience directly inside Perfex CRM — so your team can read, reply, organize, and convert emails into CRM work without switching tabs all day.
You get a clean inbox UI with folders, search, filters, bulk actions, categories, drafts, scheduled emails, and a full compose/reply workflow. And when you want speed, AI features are available on-demand: summarize unread emails, suggest replies, improve writing, and classify messages — only when you click.
- Perfex-native UI: uses Perfex panels, buttons, modals, and Bootstrap styling so it looks like it belongs.
- Multi-account support: switch between mailboxes from the top selector (great for teams and shared inboxes).
- Flexible sync: cron sync, light sync, or manual sync — depending on your hosting and workflow.
- Fast inbox actions: star/unstar, mark read/unread, delete (local), attachment indicators, outgoing indicators.
- AI on demand (optional): unread summaries + reply drafts when you click (no forced automation).
Core Inbox Experience
Inbox, folders, counters
- Folders navigation: Inbox, Sent, Drafts, Trash, Spam/Junk, Archive (based on your account mappings).
- Unread & total counters: see what matters instantly (Inbox unread badge + folder totals).
- Clean email list: sender, subject, snippet, received date, attachment icon, and outgoing status.
- Sync status indicator: clear status badge with last sync date and error message (if any).
Search + filters (real-world useful)
- Search: quick search by keyword (sender/subject/snippet) so you find emails fast.
- Filters: show all / unread / starred / has attachments.
- Category filter: filter emails by category label for clean triage workflows.
✅ Bulk actions
- Mark read / mark unread in bulk.
- Star / unstar in bulk.
- Apply category / clear category in bulk.
- Delete selected (local) in bulk.
️ Categories (color-coded)
- Create categories with a name, description, color, and active toggle.
- Assign categories per email or in bulk (great for pipelines like Billing / Urgent / Follow-up / Support).
Email Actions & Workflow
Open email (thread view) + quick actions
- Open an email in a clean modal with the full content/thread.
- Reply, Reply all, and Forward are available right from the email view.
- Quick actions: star/unstar, mark read/unread, delete (local).
- Attachments are clearly indicated, and outgoing messages show status.
Convert emails into CRM work (one click)
- Convert to Task: turn an email into an actionable task for your team.
- Convert to Ticket: convert a conversation into a support ticket with context.
- Convert to Lead: create/attach a lead and keep the email history.
Compose, Reply, Templates & Scheduling
✍️ Compose (full experience)
- To / CC / BCC live search: instant suggestions from Perfex data: Staff, Customers/Contacts, and Leads.
- Email templates: select a template while composing to save time and keep consistency.
- Attachments: attach files while composing and sending.
- Signatures: signatures are stored per mailbox account and applied automatically when needed.
- Save Draft: keep unfinished emails safely.
- Schedule Email: send later (ideal for follow-ups and different timezones).
↩️ Reply workflow (fast + consistent)
- Use templates in replies for standard responses.
- Save a reply as draft or schedule it for later.
- AI tools are available inside reply flow (optional, on-demand).
AI Features (Optional, On-Demand)
MailboxAI works perfectly without AI. If you enable AI, it’s still kept optional and controlled — nothing runs automatically unless you choose it.
- Summarize unread emails: one click → short summaries for quick triage.
- Suggest reply drafts: generate reply ideas based on your mailbox preferences.
- Improve message: rewrite to be clearer, more professional, shorter, or more direct.
- Summarize single email: useful when messages are long or contain many details.
- Classify email: helpful for sorting and deciding next actions faster.
Mailbox-level AI preferences let you define default tone, language, length, and “reply notes” so replies match the way you want to communicate.
Auto Replies (Smart + Flexible)
Create auto-replies that behave like real business rules, not just a basic autoresponder.
- Apply to accounts: all accounts or selected mailboxes only.
- Sender scope: any sender (or your matching rules).
- Subject matching: “contains” works great for real-world matching (with optional case sensitivity).
- Send frequency: e.g. once per sender (perfect for out-of-office) or more flexible setups.
- Limits: cooldown minutes, max per day, weekends-only, and time window restrictions.
- Clean reply content: custom reply subject + body with a simple setup.
