The inbox
The inbox is where people work in Rent Stream AI. It shows the work items that need a person, and it updates live as work items arrive and move on.
The top shows the overall picture, for example "12 need you · 5 waiting on senders · 2 on MCS", and how many went straight to MCS today.
Views
| View | Shows |
|---|---|
| Needs me | Waiting for a person, and assigned to you, to your team, or to nobody |
| My team | Waiting for a person and assigned to one of your teams. Only shown if you are in a team |
| Waiting on others | Waiting for the sender, MCS or the AI service |
| All open | Everything not finished |
| Done | Finished recently |
| All | Everything still kept |
| To sort | Mail that needs a person to choose where it goes. Only shown when there is some |
Searching and filtering
- Search titles and references. Press / to jump to it.
- Older than: 1 hour, 4 hours, 1 day or 3 days.
- Workflow, Mailbox and Depot.
- Sort: usual order, oldest waiting first, newest first, or largest amount first.
Filters show as chips you can remove.
Saved views
Select Save view and give it a name to keep the current filters as your own tab. People who manage users can also Share with the company. To remove a saved view, open it and select Remove.
What each work item shows
- Who it is from: the MCS contact's name, otherwise the sender's name or address.
- The title, such as the invoice number and supplier, with a paperclip and the number of attachments.
- Why it is here, as a status, plus the workflow name and the reference.
- A badge such as "2 new emails" when more emails have joined since anyone last looked.
- The amount, where the workflow has one, and how long it has been waiting.
Click a work item to open it. Ctrl-click opens it in a new tab.
Acting on several at once
Tick work items to select them. A bar shows how many are selected and what you can do:
| Action | What happens |
|---|---|
| Approve | Asks you to confirm, then waits 10 seconds so you can Undo. Approved work goes on to MCS |
| Assign to me | Assigns them to you |
| Unassign | Removes the assignment |
| Reject | Choose a reason first: Not ours, Duplicate, Wrong details, Spam, Sender withdrew it, or Other |
| Move to | Moves them to another virtual mailbox, and its workflow |
Each work item is checked as it is acted on. The result tells you how many were done and why any were skipped, for example "over your approval limit" or "changed by someone else".
Live updates
The counts update straight away. While you are using the list, it never moves under your cursor: new work items wait behind a "3 new. Show them" button, and the list refreshes when you move away.
To sort
Mail waits here when it needs a person to choose where it goes. Each email shows who it is from, the subject, the first line of text and what the AI made of it, for example "Best guess: Supplier invoices, 62% sure", with the reason.
Click the subject to read the whole email. Choose where it goes in Into (it starts on the best guess) and select Sort. The workflow starts straight away.