Home dashboard

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, who waits on whom, and where every client 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 your to-dos, to-do extraction, and the numbers at the top. It also includes the On you and On them tabs of the Waiting card, 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.

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 layout of the page

Under the numbers, Home puts its cards in pairs. The two cards of a pair show the same number of rows, so each pair ends on one line.

Row	Left	Right
Today	Start here	The Daily Brief
This week	Waiting (On you, On them, Drafts)	Coming up
At the foot	Clients & teams, at full width

When you open a client row, only the foot of the page grows. A card never grows to show more rows. Its +N more line opens the full list in a dialog, or opens a page.

On a laptop the page keeps its two columns. On a phone the cards stack in this order: Start here, Waiting, Coming up, the Daily Brief, then Clients & teams.

Keys on Home

Each key has a visible control that shows the same key.

Key	What it does
A	Add a to-do (the Add button).
B	Open the full brief (Read the full brief).
/	Find a client or a team.
1 2 3	Show the On you, On them, or Drafts tab.

The keys do nothing while you type in a box or while a dialog is open.

The top of the page

The greeting line names the clients that need you most today, and how many conversations wait on you and on other people. Under it sits an Ask box (see Ask from Home).

Four numbers follow. Click a number to open the list that it counts.

Number	What it counts	The small line under it
Replies due	Conversations that wait on your reply.	How many conversations are unread, and how many drafts you have.
Commitments	Your open to-dos.	How many are overdue, or due today.
Waiting on others	Read conversations where you wrote last, with no reply for two days or more.	The longest wait, in days.
Coming up	The bills, trials, bookings, and deliveries of the next 7 days.	The bills that need you, their total, and the day they are due.

At the top right, a small chart shows the rhythm of your messages over the last 14 days. Click it for the full chart. The Updated label next to it tells you when Home last refreshed. The ⋯ button holds Re-scan conversations for to-dos.

Start here

Start here shows your top open to-dos: seven on a large screen, eight on a laptop, and three on a phone. CommSync ranks them by due date, then by priority, then by age. An overdue to-do carries the page's only red.

• Click the circle at the start of a row to mark the to-do done.
• Add (or A) writes a to-do by hand.
• +N more commitments (or Browse all) opens the commitments palette with every open to-do.

When you reply in the conversation, CommSync closes the to-dos that the conversation asked for before your reply. See To-dos.

The Daily Brief

Twice a day CommSync AI writes The Daily Brief — a ranked editorial recap of the day's real communication. Home shows the headline, the standfirst, and the top two items. Each item shows its priority. Read the full brief (or B) opens the whole brief. Where the brief drafted a suggested reply, Open draft copies it and opens the conversation. You paste it, adjust it, and send it.

The brief can also reach you by email, and as a notification on your iPhone.

The full brief can also show one Due line: the bills due this week and the trials that end. An example: "2 bills this week (Northwind Power $84.10 Thu, City Water $41.00 Sat)." CommSync builds the line from your smart cards. AI does not write it, so the line never names a bill that is not in your mail. The brief email shows the same line. Home leaves the line out of its brief card, because Coming up shows the same bills.

Coming up

Coming up lists the next 7 days, read from the smart cards in your mail, in date order:

• bills and invoices that are due, and not paid
• trials that end, and subscriptions that renew
• today's and tomorrow's reservations and appointments, until they end
• packages that are out for delivery

An appointment leaves the list when it ends. When the mail gives no end time, it leaves one hour after it starts. When a business sends the same appointment more than once (a notice, then a reminder), the list shows it once.

Amber marks a row that needs you within three days. Bills on autopay fold into one line at the bottom, with their total. Click a row to open its message. Remind me sends you one notification at the time you pick. An appointment that has started offers no Remind me. No row becomes a to-do by itself.

The card shows five rows (three on a phone). +N more this week opens a dialog with every row and a search box. In the dialog, ↵ opens the message and ⌘↵ (Ctrl+↵) runs Remind me on the highlighted row.

Clients and teams

Clients & teams groups your conversations by who they are really with. Each row is one counterparty:

• Companies — contacts whose email addresses share a business domain roll up into one row (everyone @northwind.example appears under Northwind).
• Group threads join the company that most of the other participants belong to.
• 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 rows regroup on their own — there is nothing to keep.

Each row shows these columns:

Column	What it shows
Lines	An icon for each kind of line the client uses: text, email, or both.
Tasks	Open to-dos. Red when one is overdue.
Reply	Conversations that wait on your reply.
Unread	Unread conversations.
On them	Conversations where you wrote last and wait two days or more.
Last	How long ago the client's last message came or went.

The columns follow the width of the card. A laptop shows Tasks, Reply, Unread, and On them. A phone shows Reply and Unread.

CommSync puts the rows with overdue and open to-dos first, then the rows that wait on you, then the rows with unread mail. The card shows eight rows (five on a phone). +N more clients opens a dialog with every client. Pick one, and its row joins the card, open.

• All, Needs me, and Unread filter the rows.
• Needs me keeps the rows with an open to-do or a reply you owe.
• The search box (or /) finds a client or a team by name, domain, or contact. A search shows every match.
• Click a row to open it. You see its open to-dos and its recent conversations.
• Check off a to-do in place in the open row.
• An open row also has three Ask shortcuts: Brief me, Draft a follow-up, and Recap this month.

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. The toast offers Undo. Removed rows collect under a removed footer at the bottom of the card, where Restore brings each one back. Newsletters, notification senders, and anything the triage classifier has filed as automated or promotional never appear here in the first place.

Waiting

The Waiting card holds three tabs. Click a tab, or press

1, 2, or 3. Each tab shows its count, and five rows (three on a phone). Each row has a visible button for its main action: Reply, Nudge, or Resume. See all opens the full list of the tab.

On you

The conversations where the other side wrote last, oldest first. Click a row, or press Reply, to open the conversation and reply. The dialog shows how many need your reply, how many have waited three days or more, and the longest wait.

Not every conversation needs a reply. Choose Mark completed in the hover card or in the ⋯ menu. The row leaves, and a toast offers Undo for a few seconds. 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.

On them

The mirror image of On you: 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. Press Nudge to open the conversation. Stop waiting (in the hover card or the ⋯ menu) takes the row off the list. 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 tab count is the real count, and the top row is the real oldest, however much mail you get.

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.

Drafts

Your most recent unsent drafts, stalled replies first. A stalled reply shows its age in orange: the other side wrote, and you started your reply but did not send it. Resume drops you back into the composer exactly where you stopped. +N more drafts opens the Drafts page.

To delete a draft from Home, open the ⋯ menu of the row and choose Discard draft. CommSync asks you to confirm, because a discarded draft cannot come back.

The same controls on every row

Every row on Home gives you its actions in four places. Use the one you like best. They all do the same thing.

• The circle at the start of a to-do row completes that row.
• The button at the end of a Waiting row runs its main action: Reply, Nudge, or Resume.
• The hover card shows the full text of the row, with a button for each action.
• The ⋯ button at the end of the row opens a menu of every action.
• The ⋯ button shows when you point at the row. On a touch screen it always shows.
• Right-click the row to open the same menu.

See all on a card opens the full list in a dialog. The dialog has a search box, a detail pane with the same buttons, and the same right-click menu on every row. Each shortcut in the footer of the dialog is also a button. Click Mark completed there, or press ⌘⌫ (Ctrl+⌫). Both act on the highlighted row, and the highlight then moves to the next row. So you can clear a long list with one button. The X at the top right closes the dialog, and so does

Esc.

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.

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 if it was never really a to-do; it will not come back.
• To dismiss, use Not a to-do on the hover card, or Dismiss in the ⋯ menu.
• 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, or click its ⋯ button — 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 your list 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 list.

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.

Possible duplicates

One job can arrive twice, in different words. CommSync folds a sure duplicate into the to-do you already have, and the to-do shows the other words under Also worded as. When CommSync is not sure, both to-dos stay, and one shows Same as "…"? with Merge and Keep both. See Smart assists.

Ask from Home

The top of the page carries an Ask box. Type a question ("what did Hana say about the timeline?") and press Enter to open Ask. The answer streams in already.

Settings

Everything runs on your current permissions. Home can only see conversations you can see. To-do extraction draws on your workspace's AI credits like every other AI feature.

• Turn the extraction on or off in Settings → CommSync 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.

On your iPhone

The Home tab of the iPhone app shows the same data in one scroll. It shows the Daily Brief, the numbers, your drafts, the two reply lists, and your to-dos. The iPhone keeps its own layout; the paired cards above are the web layout. It also shows today's meetings from the calendar invites in your mail, and Coming up. Touch and hold a Coming up row for Remind Me.

From an AI app

An AI app that you connect to CommSync can work with Home through the Home tools. It can list, add, and change your to-dos. It can read the On you and On them lists, and take a conversation off those lists. It reads the same rows that Home shows you.