New User Onboarding Checklist
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      Navigating the Brokerkit Inbox

      The Inbox in Brokerkit provides a centralized hub for managing conversations with your contacts. You can access to your Inbox from Recruiting or Retention screen:

      1. From Recruiting or Retention screen look for Inbox in left-side menu
      2. You will see all your conversations from texts and/or emails

      When using Inbox, you can filter your conversations by:

      1. Contact
        1. All my contacts
        2. Recruiting contacts
        3. Retention contacts
      2. Conversation
        1. All conversations
        2. My conversations

      By default, the inbox view is set to "My Conversations" for staff role users and "All Conversations" for admin users.

      Conversation Settings

      When you open a conversation from  the Inbox, you have the ability to mark it as Unread or to archive it. Click on the three dots at the top-right side of the conversation to select the option you want. By clicking the message in the right part of the inbox will mark the message as read.

      If you need to view the history of the Contact, click on their name and it will take you to the contact profile.

      Searching and Timeline

      Under the filters there is a search bar where you can search by the contact names. Under the filters there is a search bar where you can search by the contact names. The timeline of all message types (text, email) are in chronological order.

      How to Use the Compose Email Button

      The Compose Email button allows you to quickly send an email to a contact from within your inbox, regardless of how the conversation was initiated (text, email). 

      Composing an Email

      1. Locate the Compose Email Button: The Compose Email button is located in the top right corner of a conversation
      2. Clicking Compose Email: Click on the Compose Email button in the conversation. Note: Gmail replies are coming soon!
      3. Email Creation Text Editor: Once you click Compose Email, a text editor will appear where you can draft your email. This editor will have the same styling and features as the one in the contact profile
      4. Options in Composing an Email:
        1. Formatting your email with all the many text editor options
        2. Insert an Image
        3. Add an Attachment
        4. Insert a Document from your Brokerkit Library - Coming Soon!
        5. Add a Video from your Brokerkit Library
        6. Use Ai Assist to write content
        7. Select from an email template or create a new one
        8. Change the Contact’s Status from the dropdown
        9. Share the email with only Admin/Staff or Share with with referring agent
        10. Add a follow up task 
        11. Schedule the email or send it directly 

      Composing a Text

        1. Locate the Compose Text Button: The Compose Text button is located in the top right corner of a conversation.
        2. Clicking Compose Text: Click on the Compose Text button in the conversation
        3. Text Creation: Once you click Compose Text, a text editor will appear where you can draft your text. This editor will have the same styling and features as the one in the contact profile
      • Options in Composing a Text:
        1. Insert an image
        2. Insert a Document from your Brokerkit Library - Coming Soon!
        3. Add a Video from your Brokerkit Library
        4. Use Ai Assist to write content
        5. Select from an text template or create a new one
        6. Change the Contact’s Status from the dropdown
        7. Share the text with only Admin/Staff or Share with with referring agent
        8. Add a follow up task 
        9. Schedule the text or send it directly 

      Scheduling Emails and Texts