Home dashboard
Your day at a glance — the docket, the brief, your meetings, and every relationship's open threads and to-dos.
Home is CommSync's landing page — the first thing you see every morning. It reads like a newspaper front page for your communications. It shows what needs you first, what the AI noticed, what is on today, and where every relationship stands. Everything on it deep-links into the exact conversation and message, and everything updates live as mail and texts arrive.
Open it any time from Home at the top of the sidebar.
Whose channels feed Home
Home follows one hard rule about which channels it reads:
- Owners and admins see pointers only from the channels they linked themselves.
- Members see their whole inbox.
A channel a teammate linked stays out of a leader's Home view. No to-dos, no follow-up rows, and no Daily Brief items come from it. The leader's role can still read it in the inbox. A member's access arrives grant by grant, so a member's whole inbox is deliberate.
The rule covers the whole page and the AI that feeds it. That includes the docket, to-do extraction, the Waiting on you and Waiting on them cards, the day's numbers, and The Daily Brief.
Two things move the line:
- An owner or admin can narrow their inbox. Home then follows that explicit channel selection instead.
- A conversation shared with you — by a team, a shared contact, or a direct share — always appears.
A deliberate simplification
A channel has exactly one linker. So a channel two leaders run together surfaces only on the linker's Home. The other leader adds it to their inbox selection to bring it onto theirs. The same applies when the linker leaves the org or becomes a member. The channel then reaches a leader's Home only through an inbox selection. The rule optimizes for the common case: a founder who receives every conversation but does not work every line.
Back and forward
The arrow controls at the top of the sidebar (and in Settings / Admin) walk a real history of where you have been. That history covers not just pages, but inbox places. You push a step when you switch folders, open a thread, commit a search, or change the line or label filter. You push a step too when you open CommSync AI or a contact, or move into Settings. Use the buttons, your browser's Back / Forward, or ⌘[ /
⌘] (Ctrl+[ / Ctrl+] on Windows and Linux) to move through that stack.
The Docket
The page's lead: one ranked queue of everything that waits on you. Overdue to-dos come first — they carry the page's only red. Then to-dos with due dates come next, and last come the conversations that have waited longest for your reply.
Check the items off in place. When you reply to the underlying message, the item closes itself on the AI's next pass.
Not every conversation in the queue needs a reply. Right-click one and choose Mark completed to clear it. The row leaves your own list only — teammates keep theirs — and it returns if the other side writes again. The conversation itself stays exactly where it was in the inbox.
The count in the header is your progress meter; "+N more" opens the full queue when a busy day overflows the page.
The Daily Brief
Twice a day CommSync AI writes The Daily Brief — a ranked editorial recap of the day's real communication. Home renders the headline, the standfirst, and the top items right on the page. Where the brief drafted a suggested reply, a Draft ready chip copies it and opens the conversation so you can paste, adjust, and send.
Relationships
The ledger groups conversations by who they are really with, one uniform row per counterparty:
- Companies — contacts whose email addresses share a business domain roll up into
one row (everyone
@northwind.exampleappears under Northwind). - Group threads join the company that dominates the thread's participant list.
- Contacts — people on personal email or SMS group under their contact card.
- Unnamed senders — handles you have not saved yet group by the address or number.
CommSync groups these live from your contact graph. Merge identities or rename a contact, and the ledger regroups on its own — there is nothing to keep.
Not every counterparty belongs on your dashboard. Right-click a row and choose Remove from dashboard to drop it. The row disappears for you only — teammates keep their own view — and its conversations stay untouched in the inbox. Removed rows collect under a removed footer at the bottom of the card, where one click restores them. Newsletters, notification senders, and anything the triage classifier has filed as automated or promotional never appear here in the first place.
Click a row to open its drawer: the relationship's open to-dos (checkable in place), its latest conversations, and a jump into the inbox. Sort by longest wait, most to-dos, or last touch — "who have I neglected longest" is one click.
Today
Meetings parsed from calendar invites in your mail (.ics attachments) merged with any
threads snoozed to return today, in time order. The next event carries a
live countdown; a cancelled meeting renders struck through — the strikethrough is the
information. Click a meeting to open its invite email, where the dial-in lives.
Waiting on them
The mirror image of the docket: threads where your message is the last word and nobody has replied for two days or more. This is the follow-up list every account manager keeps by hand. Nudge from the row, or right-click Stop waiting on this to drop one. The dismissal follows your account, so every device agrees. When you send a new message to that thread, the clock starts again automatically.
Both lists read every conversation of the last 30 days, not a sample of the newest ones. So the header count is the real count, and the top row is the real oldest, however much mail you get. Each card shows the four longest waits and opens the rest in its palette.
The lists also keep up in real time. New mail and a reply you send move a conversation between the two within about a second. So does a thread you archive, trash, or wake from snooze. Home re-reads the lists the moment you come back to the tab.
Resume drafts
Your most recent unsent drafts, stalled replies first ("they wrote — you started your reply two days ago"). One click drops you back into the composer exactly where you stopped. The strip disappears entirely when you have no drafts.
To-dos
CommSync AI reads new primary-inbox conversations shortly after they arrive. It pulls out what still needs action — reply to a question, send a document, confirm a time. Each to-do keeps a link to the message that created it, a priority, and a due date when the conversation states one. ("By Friday" becomes that Friday.)
What triggered this
Open a to-do's card — hover it on Home, or select it in the commitments palette. The card shows the message the AI took the task from: who wrote it, when, and what they said.
This is the receipt. A to-do's own description is the AI's summary of the ask, and you have to trust it. The quote is what the person actually typed, so you can check the to-do instead.
Jump to this message opens the conversation on that exact message and highlights it for a moment, however far back in the thread it sits. If someone deletes the message, or moves it somewhere you cannot see, CommSync opens the conversation at its latest messages. It also tells you why, so you never wait without an answer.
Some to-dos show Open the conversation instead of a quote. The AI found the task but named no message as its grounds. CommSync takes you to the conversation rather than point at a message it cannot vouch for.
Replying closes to-dos by itself
When you answer the ask, send the thing, or say you finished it, the AI marks the item resolved on its next pass. The to-do "Reply to Dana about the quote" disappears the moment you reply to Dana. The same pass re-reads the conversation's latest messages.
Weeks later, a fresh ask from that contact re-targets the item on your docket. It does not follow the exchange you already handled.
Closing always needs you to have acted. A client chases an ask you have not answered with a nudge, a re-ask, or just more mail on the thread. That leaves the to-do exactly where it is. Nothing closes on the other side's messages alone. If they drop an ask and you never reply, the item waits for you to check it off or dismiss it.
You stay in control of the list:
- Check an item off to mark it done.
- Done is final — the AI never reopens or second-guesses something you have closed.
- Dismiss an item (right-click) if it was never really a to-do; it will not come back.
- Recently cleared — the toggle beside Add in the commitments palette.
- It lists everything the AI closed on its own, with its reasoning and a one-click Reopen (⌘↵).
- The AI never loses anything it clears. If it closes one wrong, two keystrokes put it back on your docket.
- Right-click any row — on Home or in the commitments palette — to see the full verb set.
- The set: open the conversation, edit, mark done, or dismiss.
- Edit a to-do from the hover card, right-click menu, or the commitments palette (⌘E / Ctrl+E) — change the title, details, due date, or priority. Edits live in the same command palette that lists every open commitment.
- Add a to-do by hand from the Add button or ⌘N in the palette. Write the title and save.
- This is useful when you already know the ask before the AI catches up.
- The conversation is optional. Attach one to file the to-do under that client.
- Leave it empty for work with no conversation behind it, such as "renew the domain".
- A to-do with no conversation sits in the docket like any other. Only you can close it.
To-dos are private to you. CommSync extracts them only from your primary inbox — never from spam, promotions, or automated mail, and never from muted threads. The classifier also screens out newsletters and notification senders it has not filed yet. So a mailing list can never put a task on your docket.
The reading pass sees each message as its author actually wrote it. The AI strips quoted reply chains before it reads them, and it labels every message with who sent it. On a thread with several people, CommSync never writes up one participant's ask against another.
Search in the commitments palette matches on the to-do's title, its client, and its details. Every word you type has to appear, so the list narrows to what you asked for rather than everything that loosely resembles it.
Extraction rides the Daily Brief
CommSync AI writes the brief and, in the same reading pass, refreshes your to-dos for the day's conversations. One AI run does both jobs, so it does not double-charge your workspace's monthly AI budget to keep Home current.
Ask from Home
The masthead carries an Ask box. Type a question ("what did Priya say about the timeline?") and press Enter to open Ask. The answer streams in already.
The day's numbers
The hairline strip under the greeting tallies unread conversations, threads that wait on you, and threads that wait on them. It also tallies to-dos due today, anything overdue, and today's meetings. Each number jumps to its section. The small sparkline at the right is the rhythm of your messages over the last 14 days — click it for the full chart.
Settings
Everything runs on your current permissions. Home can only see conversations you can see, and to-do extraction counts against the workspace's monthly AI budget like every other AI feature.
- Turn the extraction on or off under Settings, in AI, under Action items.
- If you turn it off, current to-dos stay visible, but no new ones appear.
- Re-scan conversations for to-dos lives in the ⋯ menu at the top of Home.
- Use it right after you connect a new email account or phone number.