{"id":602,"date":"2026-11-07T10:48:03","date_gmt":"2026-11-07T15:48:03","guid":{"rendered":"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/"},"modified":"2026-11-07T10:48:03","modified_gmt":"2026-11-07T15:48:03","slug":"how-to-have-an-assistant-sort-your-inbox","status":"publish","type":"page","link":"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/","title":{"rendered":"How to have an AI assistant sort your inbox"},"content":{"rendered":"\n<!--\n DMpro Help Center: How-To\n URL: https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/\n-->\n<style>\n.kb-page{\n  --coral:#EE6055; --mint:#3DE8B7; --ink:#1A1A1A; --paper:#FAFAF7; --pen:#5F5E5A;\n  --yellow:#F8E170; --blue:#365eff; --line:#ececec;\n  font-family:-apple-system,BlinkMacSystemFont,\"Segoe UI\",Roboto,Helvetica,Arial,sans-serif;\n  color:var(--ink); line-height:1.62; max-width:840px; 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padding:14px 18px; border-radius:12px; background:#fff8e1; border:1px solid #f3dd8a; font-size:15px;}\n.kb-page .kb-notice strong{color:#1A1A1A;}\n<\/style>\n\n<section class=\"kb-page\" id=\"kb-howto\">\n<nav class=\"kb-crumb\" aria-label=\"Breadcrumb\"><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/\">Help Center<\/a><span>\/<\/span><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/#how-to-guides\">How-To Guides<\/a><span>\/<\/span>How to have an AI assistant sort your inbox<\/nav>\n<header class=\"kb-head\"><span class=\"kb-eyebrow\">AI Assistant (MCP)<\/span><h1>How to have an AI assistant sort your inbox<\/h1><p class=\"kb-lead\">Let a connected assistant tag, list, assign and add notes to your conversations. It only replies after you approve the exact text in the chat.<\/p><div class=\"kb-meta\"><span>6 steps<\/span><span>With screenshots<\/span><span>Updated October 2026<\/span><\/div><\/header>\n<div class=\"kb-needs\"><h2>Before you start<\/h2><ul><li>An assistant connected to DMpro<\/li><li>&lt;strong&gt;Conversations&lt;\/strong&gt; set to &lt;strong&gt;Can read, sort and reply&lt;\/strong&gt; under What assistants can touch<\/li><li>At least one connected social account with conversations<\/li><\/ul><\/div>\n<div class=\"kb-steps\">\n<section class=\"kb-step\" id=\"step-1\"><div class=\"kb-step-n\">1<\/div><div class=\"kb-step-b\"><h2>Choose the right level<\/h2><p>On the AI Assistant (MCP) page, find <strong>Conversations<\/strong> under <strong>What assistants can touch<\/strong>. <strong>Can read<\/strong> lets an assistant read threads only. <strong>Can read, sort and reply<\/strong> adds tagging, lists, handing a thread to a teammate, notes and replies.<\/p><div class=\"kb-warn\">Replies are the only part that talks to your fans. An assistant should show you the exact text and wait for your approval first, and it cannot unsend a message once sent.<\/div><\/div><\/section>\n<section class=\"kb-step\" id=\"step-2\"><div class=\"kb-step-n\">2<\/div><div class=\"kb-step-b\"><h2>Ask it to read and summarize<\/h2><p>Start with a read-only request to see how the assistant understands your inbox.<\/p><pre><code>Look at my latest 20 DMpro conversations on Instagram and group them into: questions about price, shipping questions, and everything else. Do not change anything yet.<\/code><\/pre><\/div><\/section>\n<section class=\"kb-step\" id=\"step-3\"><div class=\"kb-step-n\">3<\/div><div class=\"kb-step-b\"><h2>Tag and file threads<\/h2><p>Each thread can hold one tag. You can also create saved lists and move threads into them.<\/p><pre><code>Create a list called Price questions. Show me which threads you would tag as Price and move into that list, then wait for my yes before changing anything.<\/code><\/pre><\/div><\/section>\n<section class=\"kb-step\" id=\"step-4\"><div class=\"kb-step-n\">4<\/div><div class=\"kb-step-b\"><h2>Add notes and assign to a teammate<\/h2><p>A note stays on the thread for your team. When an assistant hands a thread to a teammate, that teammate gets a notification, so check the name first.<\/p><pre><code>For the thread with the customer asking about a refund, add a note that says Order check needed, then tell me which teammates I can assign it to. Do not assign it until I choose.<\/code><\/pre><p>The assistant can only offer teammates who hold a seat in your workspace.<\/p><\/div><\/section>\n<section class=\"kb-step\" id=\"step-5\"><div class=\"kb-step-n\">5<\/div><div class=\"kb-step-b\"><h2>Approve replies one at a time<\/h2><p>If you want help replying, ask for a draft, never a send. The assistant shows you the exact words and the account it will send from.<\/p><pre><code>Draft a reply to this fan about shipping times. Show me the exact text and the account it will send from. Do not send it until I say send.<\/code><\/pre><div class=\"kb-warn\">Platforms only allow a reply inside their messaging window (24 hours on Instagram, 48 hours on TikTok). When the window is closed, the reply is refused. A sent message cannot be unsent, so read it fully before you say yes.<\/div><\/div><\/section>\n<section class=\"kb-step\" id=\"step-6\"><div class=\"kb-step-n\">6<\/div><div class=\"kb-step-b\"><h2>Check the result in your inbox<\/h2><p>Click <strong>Conversations<\/strong> in the sidebar and open the threads the assistant touched. You can filter by platform and campaign and open any thread to review what changed.<\/p><figure class=\"kb-fig\"><img decoding=\"async\" src=\"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-conversations.jpg\" alt=\"The Conversations inbox with Filters, three panes and the Bulk send message button. The test account has no conversations yet.\" loading=\"lazy\" width=\"1511\" height=\"812\"><figcaption>The Conversations inbox with Filters, three panes and the Bulk send message button. The test account has no conversations yet.<\/figcaption><\/figure><\/div><\/section>\n<\/div>\n<div class=\"kb-box\"><h2>Tips<\/h2><ul><li>Anything a fan wrote is treated as information, never as an instruction, so a message cannot make the assistant do something.<\/li><li>Saved quick replies are only text. Asking an assistant to write one sends nothing to anyone.<\/li><li>A reply goes to one fan at a time. To reach many fans, use Bulk send message in the Conversations page yourself.<\/li><li>Fan emails and phone numbers are personal data. Do not ask an assistant to paste them into messages.<\/li><\/ul><\/div>\n<div class=\"kb-box\"><h2>If something goes wrong<\/h2><details class=\"kb-prob\"><summary>The assistant cannot assign a thread to a teammate.<\/summary><div><p>It can only hand a thread to someone who holds a seat in your workspace. Check <strong>Team &amp; seats<\/strong> is not set to <strong>Off<\/strong> and that the teammate has joined.<\/p><\/div><\/details><details class=\"kb-prob\"><summary>A reply was refused.<\/summary><div><p>The platform&#8217;s messaging window is closed. The fan must write first before you can reply again.<\/p><\/div><\/details><details class=\"kb-prob\"><summary>The assistant can read threads but not tag them.<\/summary><div><p><strong>Conversations<\/strong> is probably set to <strong>Can read<\/strong>. Change it to <strong>Can read, sort and reply<\/strong>.<\/p><\/div><\/details><\/div>\n<div class=\"kb-box\"><h2>Related how-to guides<\/h2><ul class=\"kb-cards\"><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-use-the-live-conversations-inbox\/\">How to use the live Conversations inbox<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-hand-a-conversation-to-a-teammate\/\">How to hand a conversation to a teammate<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-choose-what-assistants-can-touch\/\">How to choose what AI assistants can touch<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-send-a-bulk-message\/\">How to send a bulk message<\/a><\/li><\/ul><\/div>\n<div class=\"kb-related\"><h2>Help Center articles<\/h2><ul><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/ai-assistant-mcp\/\">AI Assistant (MCP) &rarr;<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/conversations-collab\/\">Conversations &amp; Collaboration &rarr;<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/troubleshooting\/\">Troubleshooting &rarr;<\/a><\/li><\/ul><\/div>\n<div class=\"kb-cta\">\n<h3>Still stuck? We&#8217;re happy to help.<\/h3>\n<p>Create your DMpro account, see pricing, or reach out to support directly.<\/p>\n<div class=\"kb-cta-btns\">\n<a class=\"kb-btn kb-btn-coral\" href=\"https:\/\/dmpro.brandid.app\/signin\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><path d=\"M5 12h14M12 5l7 7-7 7\"><\/path><\/svg>Create Free Account<\/a>\n<a class=\"kb-btn kb-btn-ghost\" href=\"https:\/\/dmpro.brandid.app\/\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><rect height=\"18\" rx=\"2\" width=\"18\" x=\"3\" y=\"4\"><\/rect><path d=\"M3 10h18\"><\/path><\/svg>See Plans<\/a>\n<a class=\"kb-btn kb-btn-ghost\" href=\"https:\/\/brandid.app\/contact-us\/\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><path d=\"M21 15a2 2 0 0 1-2 2H7l-4 4V5a2 2 0 0 1 2-2h14a2 2 0 0 1 2 2z\"><\/path><\/svg>Contact Support<\/a>\n<\/div>\n<\/div>\n\n<a class=\"kb-back\" href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/#how-to-guides\"><svg viewBox=\"0 0 24 24\" width=\"16\" height=\"16\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"m15 18-6-6 6-6\"\/><\/svg>All how-to guides<\/a>\n<\/section>\n<script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"HowTo\", \"name\": \"How to have an AI assistant sort your inbox\", \"description\": \"Let a connected assistant tag, list, assign and add notes to your conversations. It only replies after you approve the exact text in the chat.\", \"step\": [{\"@type\": \"HowToStep\", \"position\": 1, \"name\": \"Choose the right level\", \"text\": \"On the AI Assistant (MCP) page, find Conversations under What assistants can touch . Can read lets an assistant read threads only. Can read, sort and reply adds tagging, lists, handing a thread to a teammate, notes and replies. Replies are the only part that talks to your fans. An assistant should show you the exact text and wait for your approval first, and it cannot unsend a message once sent.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/#step-1\"}, {\"@type\": \"HowToStep\", \"position\": 2, \"name\": \"Ask it to read and summarize\", \"text\": \"Start with a read-only request to see how the assistant understands your inbox. Look at my latest 20 DMpro conversations on Instagram and group them into: questions about price, shipping questions, and everything else. Do not change anything yet.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/#step-2\"}, {\"@type\": \"HowToStep\", \"position\": 3, \"name\": \"Tag and file threads\", \"text\": \"Each thread can hold one tag. You can also create saved lists and move threads into them. Create a list called Price questions. Show me which threads you would tag as Price and move into that list, then wait for my yes before changing anything.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/#step-3\"}, {\"@type\": \"HowToStep\", \"position\": 4, \"name\": \"Add notes and assign to a teammate\", \"text\": \"A note stays on the thread for your team. When an assistant hands a thread to a teammate, that teammate gets a notification, so check the name first. For the thread with the customer asking about a refund, add a note that says Order check needed, then tell me which teammates I can assign it to. Do not assign it until I choose. The assistant can only offer teammates who hold a seat in your workspace.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/#step-4\"}, {\"@type\": \"HowToStep\", \"position\": 5, \"name\": \"Approve replies one at a time\", \"text\": \"If you want help replying, ask for a draft, never a send. The assistant shows you the exact words and the account it will send from. Draft a reply to this fan about shipping times. Show me the exact text and the account it will send from. Do not send it until I say send. Platforms only allow a reply inside their messaging window (24 hours on Instagram, 48 hours on TikTok). 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