FAQ

What to expect from Smart Inbox.

Straight answers about the trial, access and your data. Request your trial through the inquiry form. Seth will confirm your setup and next steps by email. A request does not create an account or start a trial. A website inquiry does not create an account or connect a mailbox.

We already have Microsoft Copilot. Why would we need this?

They do different jobs, and many teams could use both. Copilot helps each person read and write email faster. Smart Inbox is built around a team's open commitments: which quotes, orders and customer questions are waiting on you, which quotes went quiet, and where each customer stands, across connected mailboxes. Shared-mailbox use is still awaiting live acceptance. Smart Inbox doesn't need a Copilot license.

Can I reply and forward from Smart Inbox?

Yes, if you choose read and reply or full access for that mailbox in Settings. Smart Inbox creates the draft in Outlook, shows you the recipients and message, and sends only when you press Send. It never sends on its own. New mailbox connections default to read-only. Read and reply, and full access, are implemented for users who explicitly choose them and complete separate Microsoft consent. Shared-mailbox use still needs live acceptance checks. What each access level means.

Does Smart Inbox send, delete, or move email?

Only when you tell it to. Each person chooses their own access for each mailbox: read-only (nothing changes in Outlook), read and reply (reply, reply all and forward), or full access (also archive, move, mark read or unread, flag and delete). Sending and mailbox actions require an explicit choice and appear in Outlook too. You may separately opt in to marking mail read when you open it in Smart Inbox.

What happens when I delete something from Smart Inbox?

It moves to Deleted Items in Outlook, the same as deleting it there. Smart Inbox never deletes anything permanently. Your organization's Microsoft 365 settings decide when Deleted Items is emptied. The app has a separate retention policy for its mirrored copy. Retention enforcement and recovery checks remain release requirements; see the app privacy notice under review. On a shared mailbox, your admin decides who may delete.

Does the AI read attachments?

Use Read attachment when you want help reviewing a supported file. Automatic attachment reading is off in the current release. Attachment filenames and types can help sort a message. Choose Read attachment on a message and Smart Inbox fetches the file from Outlook, reads its text (text-based PDF, Word, Excel, CSV or plain text, up to 10 MB) and shows you the result. The file and its text are not stored; only the AI result stays with the message. Scanned images are not read.

Can I clean out newsletters and notifications?

Yes. With full access, Clean up groups low-value mail by sender. Keep what you want, and archive or delete the rest in one step, after a confirmation that shows exactly how many messages will change.

How does the team work through email?

Use the dashboard overview, conversation ownership, follow-ups and email-linked tasks to review the next action. Choose Smart priority or newest-first Outlook order. The desktop reader keeps the email list alongside the message; on phones, use Back to emails. Expand the summary for more context and check the original email before acting.

Can I connect Gmail or record work from WeChat?

Microsoft 365 is the current mailbox connection. Gmail is planned, with no availability date promised. Logging work from WeChat or other channels outside email is deferred. Those are not current integrations.

Is the capacity example a customer result?

No. It uses fictional, editable assumptions to show potential team hours and their modeled value at an assumed hourly cost. Recovered capacity is not revenue, cash savings or profit. It excludes subscription, setup and other costs. Actual time saved or business outcomes would need to be measured in your own workflow.

Do we migrate away from Outlook?

No. Outlook remains the source of truth. Smart Inbox is a focused review workspace alongside Microsoft 365.

Can it work with a shared Microsoft 365 mailbox?

The current product build includes a shared-mailbox path. An authorized administrator connects the approved mailbox, and each participant still needs the appropriate Microsoft permission and application membership. Shared-mailbox availability remains subject to a live Microsoft 365 acceptance test, including delegate access and revocation.

How much mailbox history is reviewed?

Initial connection imports the previous 30 days by default, within the selected mailbox and folder scope. This is an initial import window, not rolling deletion after 30 days. Outlook order shows stored matching mail newest-first; it does not retrieve missing history and may differ from Outlook while sync catches up. Check coverage in Settings. Automatic sync continues under the selected settings; manual Sync Now is in Settings. Initial AI processing covers up to 500 messages per mailbox and is checked with you during setup. That is not a promise that every message is analyzed or categorized correctly.

Can a company administrator automatically read employee mail?

No. An administrator role alone does not grant message-content access. Personal mailbox content remains limited to its members. Shared mailbox access is granted deliberately to the people who work with that mailbox.

How many people can participate?

Single User includes one user; Team includes an administrator and up to two colleagues. Both have monthly and annual billing. Single User includes one mailbox. Team includes three personal work mailboxes (one per person) plus one shared mailbox such as sales@. Team is $99/month for three people plus one shared mailbox; each additional person with their own work mailbox is $29/month. Five people are $157/month; ten are $302/month. Extra shared mailboxes are not included. Contact us to confirm larger-team setup and billing. Subscription choice is optional during or after the trial; payment availability is confirmed during setup.

What happens when someone corrects a suggestion?

The decision is recorded with the conversation and takes priority over later automated classification. AI output can still be incomplete or wrong and should be reviewed by a person.

Where is customer data processed?

The website and its request form run on Netlify. The Smart Inbox application runs on Ashby-controlled Microsoft Azure in the East US 2 region, and AI features use Azure OpenAI through a US Data Zone deployment. That is the current setup, not a promise that every operation stays in one region. See the service providers and the app privacy notice.

How does the free trial and pricing work?

You get 14 days free after your connected workspace is ready, with no card required. After the trial, your administrator can subscribe to Single User or Team through the payment arrangements confirmed during setup. The free trial does not automatically become a paid subscription. See current pilot prices before you apply. Paying is optional.

How do we request access?

Use the request page to describe your company, team, Microsoft 365 setup, and workflow at a high level. Do not include real messages or confidential information. Seth reviews the inquiry and replies with the requirements and next steps. Submitting the form does not create an account or start a trial.

How do we cancel or disconnect?

Cancel renewal through Billing before your next charge; paid access continues through the paid period. At the end of an unpaid trial, workspace use and further processing pause. You can still open Billing, disconnect Outlook in Settings or contact Ashby for help. Disconnecting Outlook does not itself cancel a paid subscription.

When will I see subscription options?

Prices are available on our pricing page before applying and in the app during your trial. The app supports choosing Single User or Team during or after the trial, billed monthly or annually. Payment availability is confirmed during setup. You see the full cost and renewal terms before choosing to pay. If you decide not to continue, you can tell us why in the same screen.

How do I add the other two team members?

The administrator adds each colleague's company email in Settings → Team access and ticks the shared mailboxes they should see. Email invitation opens a ready-made message with the sign-in link in the administrator's own mail app, or you can copy the link. Smart Inbox never sends the invitation itself. Each colleague signs in with Microsoft and can also connect their own work mailbox. Colleagues need no activation code.

Will someone help us get started?

Yes. Setup help is available by email. Seth reviews your team and mailbox setup and explains the steps needed before a trial starts.