Use Add to Inbound (/inbound-new) to log a request that came by phone, in person or any other way. It is sorted and matched exactly like an email.

Steps

1. Open Add to Inbound in the sidebar.
2. Optional: pick a Quick Start template (Phone Enquiry, Walk-In Visit, Quote Request, Support Issue, Complaint) to prefill the text.
3. Choose the Channel (Web Form, Email, Voice / Call, Chat).
4. Under Who Contacted You, enter Name, Company, Email, Phone and VAT where known.
5. Under What They Need, enter a Subject and the Message / details. The AI classifies this text.
6. Click Create Signal. You land on the new item in the Inbox to review it.

What happens next

The AI classifies it (sales, support, billing or other, with a priority), matches the sender to a customer using the identity hints, applies your Inbound Rules and may auto-create a lead or ticket (see inbound/how-it-works for the conditions).

Tips

• The Identity Hints panel shows how many matching details you gave; add email, phone or VAT for reliable customer matching.
• For a live sales call, use New Sales Lead instead: it creates the customer and an unassigned lead in the Pipeline directly, skipping the Inbox.
• Clear Form resets all fields.