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Observations Panel and Context-Specific Smart Actions

Office 365 Google

Revenue Inbox uses Microsoft Natural Language Processing and other text mining algorithms to scan email and event bodies and signatures to gather additional contact information and other key data in order to locate more related records in Salesforce and suggest context-specific actions.

The examples of message context-specific actions suggested by Revenue Inbox:

  • If there is a key phrase in the message body indicating that a meeting or call is suggested for a specific time, the Add-In will recommend creating a corresponding Event, with its Date, Time, and Description fields prefilled with key information from the message:



  • If a newsletter message is received and the Add-In detects an unsubscribe link in its body, the Mark spam (formerly Unsubscribe) smart action will be listed under Smart Actions > More…


Alternatively, you can unsubscribe from a newsletter via Revenue Inbox Sidebar by clicking Yes next to “Is this spam?” in the header of the Sidebar; in this case the email’s address will also be added to Revenue Inbox user’s blocklist.