Help
Feeling stuck or confused?
If something feels unclear, you are not alone. Here are the questions we hear most.
Approve all vs Mark complete?
Approve all: schedules emails and reminders that are ready (time and client email filled in). Use when you want Inbeo to send later.
Mark complete: closes the task with no email. Use when you already handled it in Gmail or it does not need an email.
Task card email vs full email draft?
Use the task card. That is the one path to Send or Schedule. The separate email draft section is optional extra copy.
Auto vs Manual on cards?
Manual: nothing sends until you tap. Auto: Inbeo already scheduled it because you turned on Auto in Account settings.
Still stuck?
Email [email protected] with a screenshot. Tell us which call and which button you expected to work.
Dashboard → Feedback also sends notes to our team.