Inbox
Inbox
Inbox (/inbox) shows message threads — inbound email, shared inbox uploads, recorded meetings, system notifications, and links to agent conversations.
Addresses
Configure addresses from Inbox → Setup → Manage Inbox, or Settings → Setup → Manage Inbox (/settings/inbox). When the external investments inbox is on, both addresses appear in the Inbox banner labelled Internal and External so you can copy them. When only the shared inbox is on, the banner shows that address without a kind label.
| Address | Purpose |
|---|---|
| Internal | {your-key}@in.familyofx.com — forward statements, invoices, and travel PDFs. |
| External | investments_inbox_{other-key}@in.familyofx.com — optional public address for pitch decks and fund updates. Uses a different secret from the internal address. |
The internal address can be restricted to known senders (CRM contacts, organisation members, or both). Unknown senders still appear in Inbox but are not run through statement or invoice extraction.
Rotate (next to each address) issues a new secret. Anyone still using the old address gets a bounce. Confirm before rotating — it cannot be undone.
The two addresses do different work:
| Address | What happens |
|---|---|
| Internal | Statement / invoice / travel extraction. If actions are found, Inbox shows I've extracted actions from this email… and opens a new AI chat thread. Link-only fund investor portal notices open a chat with a secure login card (or auto-retrieve when credentials and a successful procedure are already saved). Bank portals still ask you to download and upload the file. |
| External | Pitch screening and deal-flow cards only. Fund or investment updates are stored on the thread. This address never creates the internal “extracted actions” chat or portal retrieval. |
Pitches with a PDF or PowerPoint attachment are screened against Settings → Constitution values and strategy, then auto-replied to the person who sent the message to the investments inbox. If the mail was forwarded, the original fund presenter is included too. The reply is branded with the organisation name (not a FamilyOFX link) and tells the sender to send any new funds or opportunities to the same external address. Several funds in one email each get their own confirmation (and a Deal Flow card). Follow-up replies stay on the same thread and do not trigger another screening email. Reply in Inbox on an investments thread sends your message to the person who wrote in. The body stays general: it does not quote the constitution, holdings, or other pipeline names. Optional screening instructions (for example: we are already 90% allocated for 2026) are set on Manage Inbox and included in that prompt — the reply will not invent allocation figures if you leave it blank. If the deck is a DocuSign or link, the reply asks for an attachment. Matching funds already on Deal Flow are not duplicated.
Parent organisations may aggregate child org inboxes — switch into the child workspace to act on its data.
Working with threads
- Open a thread to read messages and attachments
- Use the Recorded filter for meeting recordings and transcripts (see Meeting recorder)
- Archive when done
- On an investments inbox thread, the rotate icon on the inbound email replays that message through the local backend (screens again and sends the confirmation). Use this to test without waiting for a new inbound deploy.
- Start or continue AI Agents chat from deal or document context where linked
Demo tip: email demo files from Testing with demo files to exercise ingest.
vs AI Agents
Inbox is for inbound comms and triage. AI Agents is for interactive chat — many imports happen faster by attaching files directly in Agents.