Connect your inbox
Steps to set up your first project, including creating tasks, setting deadlines, and managing workflow.
Connecting your inbox turns Svelto into a shared workspace for replies, context, and next steps. Once connected, messages can be assigned, tagged, and linked to the right contact so your team can respond faster without losing the thread.
Svelto works best when you decide early whether the inbox is a team channel or an individual channel. Team channels are ideal for shared ownership, while individual inboxes are great for personal outreach with team visibility.
Recommended setup
Start with one shared address like sales@ or support@ and route conversations by owner. Keep statuses simple at first, such as Open, Waiting, and Closed, so the team can quickly spot what needs attention.
As you reply, add a quick note or next step on the contact record so anyone can jump in later with full context.
