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Inbox

Read and answer customer conversations, start a thread from a lead, filter by channel, and see read-only ContractorsNearMe threads.

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The Inbox lives at https://mybuildx.com/inbox. General Contractor and Subcontractor accounts have it. It holds your conversations with customers. Senders BuildX can’t match to a customer show as Unknown Customer.

What you can do

  • Switch Source between Local (your MyBuildX conversations) and CNM (messages from ContractorsNearMe).
  • Filter by Channel: All, Email, SMS, Lead, Connection.
  • Tick Unread only, or search with Search customer or message.
  • Open a thread, write a reply, and press Reply.
  • Archive a thread you’re done with.
  • Start a conversation from a lead with Start conversation.

Reply to a customer

  1. Open https://mybuildx.com/inbox. Local is selected.
  2. Click a thread in the list. The messages show on the right, labeled You for yours and with the customer’s name for theirs.
  3. Type in the reply box and press Reply.

On email threads, your reply is also emailed to the customer from your business. The reply is saved in the thread even if the email fails to send.

Start a conversation from a lead

  1. On Leads, press Respond on the lead.
  2. The Inbox opens with a Responding to lead banner and the customer’s name.
  3. If there’s no thread yet, press Start conversation, then reply as usual.

See ContractorsNearMe messages

  1. Press CNM under Source. The button shows how many threads you have and how many are unread.
  2. Click a thread to read it.

CNM threads are marked Read-only: “Replies stay in your local Inbox.” To answer that customer, reply from a Local thread. If the CNM connection is down, the list shows “CNM threads unavailable right now.”

Where messages come from

  • Replies a customer sends to your emails.
  • Replies a customer types on an invoice link (“Questions about this invoice? Reply below”). These start or continue a thread for that customer’s email. See Invoices.
  • Threads you start from a lead.

Good to know

  • There’s no “new message” button for a customer who isn’t a lead. Start from a lead, or ask Ask BuildX.
  • You can’t send SMS from MyBuildX. The SMS chip only filters threads.
  • Turn on phone alerts to hear about new customer replies. See Home.