How to work through your Agent Inbox

The Agent Inbox is the second view of the Agent panel, beside Chat. It holds the items the Agent has brought to you rather than ones you asked for: a late task to settle, a finding to act on, a suggested change to review. See What is the Agent? for the Agent itself.

At Fairgreen Golf Co., Priya Raman opens the panel each morning and presses Inbox. Two late tasks wait there as cards, and she settles both with Done and Pick a new date before reading her chat.

How do you open it?

Open the Agent panel with the sparkle on the right edge of any page, then press Inbox at the top of the panel. A number beside Inbox counts the items you have not read yet.

Press Chat to go back to your conversation. What you had typed in the message box is still there.

What lands in it?

• Late-task check-ins, one card per late task, covered in How to have the Agent check in on late tasks.
• Follow-ups on saved findings, where an admin has switched them on and picked you as a recipient, per How to add the Agent to chat.
• Suggested changes the Agent prepared for you to review.

The Inbox fills in a workspace where Tideswell has switched it on. Until then it reads "No items needing your attention in the connected sources." and check-ins come by direct message instead.

What are Needs attention, Done and All?

Three views of the same list. Needs attention is what is still open for you, Done is what you finished, and All is both. The Inbox opens on Needs attention.

What does a card show?

Its title, an Unread tag until you have read it, a short summary and how long ago it was noticed. Most cards also list the records they are about as links, so you can open the task or order in one press.

A late-task check-in shows the task as a chip instead, with Done and Pick a new date.

What do the buttons do?

The buttons sit on one row at the foot of the card. The ones that answer the item come first, with their names on them: Done and Pick a new date on a check-in, or Review here on a suggested change (Hide review folds it away again).

Small icons at the end of the row do the rest. Point at one to see its name:

• Ask agent opens the item in Chat, so you can ask the Agent about it.
• Mark read clears the Unread tag.
• Done for me moves the item to Done.
• Snooze 1 day hides it until the same time tomorrow, and the card says until when.
• Dismiss takes it out of Needs attention without doing it.
• Bring back returns a done or dismissed item to Needs attention.

The note under these cards reads "Read, done, dismiss, and snooze change only your Inbox. They do not approve or resolve the business action." So Done for me on a finding about a late purchase order does not change the order. Approve the change, or change the order itself.

Who else sees your Inbox?

Nobody. Each person's Inbox is their own. A check-in card shows only while you can still open its task.

Where can you use it?

On the web, in the Agent panel on a computer or in a phone browser. The Tideswell iPhone app keeps to chat and tasks, per Using Tideswell on your phone, so settle Inbox cards from the web.