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Shared unified inbox

Every conversation. One clear next step.

The whole customer story stays together.

Calls, texts, and website chats share one thread instead of disappearing into separate apps.

Open your phone and know what to do.

See who called, what they need, and whether to call, text, or reply right now.

9:14 AM · inbox updated
3 new

Ethan Park

Text

Thanks, that time works for me

Now

Website visitor

Chat

Needs a quote this week

4m

Maria Gonzalez

Call

Policy change request captured

9m
One customer historyReady to reply

3 channels

One place for the whole team

Calls, texts, website chats, and team follow-up arrive in the same inbox.

1 thread

The whole customer story

Every conversation stays attached to the person who started it.

Native apps

The inbox goes with you

Read, call, and reply from iOS, Android, or the web.

Seconds

New call details arrive

The transcript and summary land as soon as the call ends.

How it works

One customer. Every conversation.

The value is not simply having one more inbox. It is seeing the full story and taking the right action without reconstructing the day across different tools.

One customer record

The conversation never starts over.

A person can call today, text tomorrow, and return through website chat next month. RankLadder keeps those conversations together under one customer, so the history is already there when they come back.

  • Calls, texts, and chats share one timeline
  • Repeat callers keep their full history
  • No asking customers to explain everything again

Customer history

Maria Gonzalez

3 conversations

New coverage question

Chat

Asked about adding a second driver

Now

Policy review

Call

Reviewed the current policy details

Yesterday

Documents received

Text

Sent the registration details

Last week

Clear priorities

Open the inbox and know who needs you.

Each conversation shows the channel, time, and a useful first line before you open it. On Pro and Scale, lead scoring adds a 1 to 5 score and a short reason, so the best opportunities rise quickly.

  • Scan the summary before opening a thread
  • See urgent and high-intent conversations first
  • Search and filter when the day gets busy

Today

Who needs you first

NB

Nina Brooks

Ready to book a consultation

5/5
EP

Ethan Park

Needs a certificate sent today

4/5
Wv

Website visitor

Asked about weekend hours

3/5

Lead scoring is included on Pro and Scale.

Fast follow-up

Reply while the job is still yours.

The inbox lives in the native RankLadder app as well as the web. Call back, send a permitted text, or enter a live website chat from wherever you are, while the customer is still ready to move.

  • One-tap call and text actions
  • Native iOS and Android apps
  • The same inbox stays synced on the web

Call summary

Nina Brooks

5/5

New customer wants to review coverage and book a call this afternoon.

Call now
Send text

Two-way business texting

Move the conversation to text while the customer is still with you.

When a caller asks for a link, directions, a form, or other useful details, the AI can offer to text the approved information. After the caller says yes, the message and every reply stay in the same inbox for your team.

  • The caller gives permission out loud before anything sends
  • The AI sends the exact information you approved
  • Your team can continue the permitted thread from the app or web

Live call

Requested details

Permission confirmed
Could you text me the document checklist?
Yes, send it to this number.
Here is the checklist you requested. Reply STOP to opt out. AI sent
Thanks. Can I send the completed form here?
Yes. I will keep an eye out for it.
One customer threadTeam replied

Your front desk in your pocket

Open the inbox. Know exactly what to do next.

Every new conversation arrives with enough context to act. Follow up between jobs, from the parking lot, or back at your desk without losing the thread.

Today

Three clear next steps

Inbox synced

Call Nina back

Call

Ready to book

Reply to Ethan

Text

Certificate needed today

Join website chat

Chat

Quote request is active

Questions, answered.

What is a shared unified inbox?+

A shared unified inbox puts calls, texts, and website chats in one conversation list that one person or a whole team can use. RankLadder groups everything by customer, so the full history stays together.

Can the whole team work from the same inbox?+

Yes. Owners, managers, and staff can assign conversations, mark them Open or Done, leave internal comments, mention teammates, and see when someone else is viewing or composing. The inbox also works cleanly for a one-person business.

What information appears after a call?+

The conversation includes the call recording, transcript, and a clear summary of what the caller needed. On Pro and Scale, it also includes a 1 to 5 lead score with a short explanation of the score.

Does the shared unified inbox work on mobile?+

Yes. The same inbox is available in the native RankLadder apps for iOS and Android and in the web dashboard. Conversations stay synced across all three.

Do repeat callers keep the same conversation history?+

Yes. Calls and texts from the same number stay attached to the same customer record. You can see what happened before, what they asked, and how your business responded.

Can I call or text a customer from the inbox?+

Yes. Open a conversation to call the customer back. When texting permission already exists, you can also send a text from the same thread. If a website chat is active, you can join the conversation and reply live.

Can the AI text information during a call?+

Yes. The AI can offer to send an approved link, directions, form, or other requested detail to the number calling. Nothing sends until the caller says yes out loud. The sent message appears in the inbox, where your team can continue the permitted conversation.

Is lead scoring included with the inbox?+

The shared unified inbox is included on every plan. The 1 to 5 lead score, Hot Lead badge, and score explanation are included on Pro and Scale.

Is website chat included on every plan?+

Yes. Website chat and the shared unified inbox for calls, texts, transcripts, summaries, and customer history are included on Starter, Pro, and Scale.