Help topic
Intake Inbox
Turn incoming customer requests into reviewable work.
How a request becomes a draft
- 1.Open Intake Inbox and choose a request.
- 2.Review the extracted customer, delivery, and line-item details.
- 3.Open the linked draft after processing finishes.
When processing needs attention
- 1.Read the status and reason shown on the request.
- 2.Use the original message or attachment as the source of truth.
- 3.Correct the request or retry after the issue is resolved.