Sales Unboxd

Unboxd Platform Help

Helps with Unboxd — an AI email secretary that reads every email for you and extracts action items, highlights, and FYIs into structured daily briefings. Supports Gmail, Outlook, and IMAP.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What are you trying to do with Unboxd?

   • A) Set up Unboxd for the first time
   • B) Fix categorization (emails in wrong bucket)
   • C) Manage credits / hitting daily limits
   • D) Configure multiple email accounts
   • E) Compare Unboxd to alternatives
   • F) Something else — describe it

2. Which email provider(s)?

   • A) Gmail / Google Workspace
   • B) Outlook / Microsoft 365
   • C) IMAP (other provider)
   • D) Multiple providers

3. Which plan are you on (or considering)?

   • A) Plus ($7.50/mo) — 2 accounts, 20 emails/day
   • B) Pro ($12.50/mo) �� 4 accounts, 50 emails/day
   • C) Ultra ($41.67/mo) — 8 accounts, 200 emails/day
   • D) Not sure / evaluating

If the user's request already provides most of this context, skip directly to the relevant step.

Step 2 — Route or answer directly

For Unboxd-specific questions, continue to Step 3.

Step 3 — Unboxd platform reference

Read references/platform-guide.md for the full platform reference — capabilities, pricing, categorization logic, provider setup, and comparison data.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

• For categorization issues: Manually correct miscategorized emails — Unboxd learns from corrections over time
• For credit management: Check daily usage patterns, consider upgrading if consistently hitting limits
• For missing action items: Verify the sender isn't in your block list, check if the email was processed (credit used)
• For multiple accounts: Each plan tier limits connected accounts — Plus (2), Pro (4), Ultra (8)

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and credit limits that may be outdated.

• Credit-based pricing with daily caps. Plus plan processes only 20 emails/day (600/mo). High-volume inboxes will hit limits fast — important emails arriving after the daily cap won't be processed until the next day.
• No API, no webhooks, no Zapier/Make. Entirely closed ecosystem. You cannot export action items programmatically or integrate with task managers automatically.
• No AI reply drafting. Unboxd reads and categorizes — it does NOT write replies. If you need AI-drafted responses, pair it with Superhuman or Fyxer, or use a different tool entirely.
• IMAP polling vs webhook. Gmail and Outlook use real-time webhooks for email retrieval. IMAP uses periodic polling — expect delays for non-Gmail/Outlook providers.
• Small startup (~1,000 users). Limited community support, no G2/Capterra reviews. Evaluate stability risk for mission-critical email workflows.
• Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Related skills

• /sales-fyxer ��� Fyxer AI platform help — AI email assistant with voice-trained reply drafting and meeting notes
• /sales-superhuman — Superhuman platform help — fastest AI email client with keyboard workflow and MCP server
• /sales-sanebox — SaneBox server-side email filtering (smart folders, any email provider, $7/mo). Install: npx skills add sales-skills/sales --skill sales-sanebox -a claude-code
• /sales-inbox-zero — Inbox Zero open-source AI email assistant (auto-labeling, rules API/CLI, self-hostable, $18/mo or free). Install: npx skills add sales-skills/sales --skill sales-inbox-zero -a claude-code
• /sales-clean-email — Clean Email inbox cleanup (bulk actions, Auto Clean rules, Unsubscriber, $29.99/yr). Install: npx skills add sales-skills/sales --skill sales-clean-email -a claude-code
• /sales-alfred — alfred_ platform help — AI executive assistant for email triage, tasks, and calendar
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Credits running out before month end

User says: "I'm on the Plus plan and I keep running out of Unboxd credits by the 15th. What should I do?" Skill does:

1. Reads platform guide for credit system details
2. Explains Plus plan: 600 credits/mo, 20/day cap — if inbox receives 30+ emails/day, many go unprocessed
3. Suggests: upgrade to Pro (1,500 credits/mo, 50/day) or set up email filters to reduce noise before it reaches Unboxd
4. Notes that keyword/address blocking in Unboxd can prevent low-value emails from consuming credits Result: Clear upgrade recommendation with workaround for staying on current plan

Example 2: Comparing Unboxd vs Fyxer for a busy founder

User says: "I get 100+ emails a day and waste 2 hours reading them. Should I use Unboxd or Fyxer?" Skill does:

1. Reads platform guide comparison section
2. Explains core difference: Unboxd extracts action items so you skip reading; Fyxer organizes inbox and drafts replies
3. Unboxd is better if: you mainly need to know what requires action, you want daily briefings, you use IMAP providers
4. Fyxer is better if: you need AI-drafted replies, you want meeting notes, you need HubSpot integration
5. Notes pricing: Unboxd Pro $12.50/mo (50 emails/day) vs Fyxer Starter $22.50/mo (unlimited emails)
6. For 100+ emails/day, user would need Unboxd Ultra ($41.67/mo) — at that price, Fyxer may be better value Result: Nuanced comparison factoring in email volume and pricing

Example 3: Setting up Unboxd with multiple email accounts

User says: "I want to connect my Gmail, Outlook, and Fastmail to Unboxd. How does that work?" Skill does:

1. Reads platform guide for multi-account setup
2. Confirms Unboxd supports all three: Gmail via webhook, Outlook via webhook, Fastmail via IMAP
3. Notes IMAP (Fastmail) will poll periodically rather than real-time — expect delays
4. Checks plan: 3 accounts requires at least Pro ($12.50/mo, up to 4 accounts)
5. Explains daily credit limit is shared across all accounts — 50 emails/day total on Pro Result: Setup guidance with provider-specific notes and plan requirement

Troubleshooting

Emails categorized into the wrong bucket

Symptom: Important client emails showing up in FYI instead of Action Items, or newsletters appearing as Highlights Cause: Unboxd's AI categorization learns over time — early usage has lower accuracy, especially for ambiguous emails Solution: Manually correct miscategorized emails consistently. Use keyword blocking to prevent known low-value senders from being processed. Check that the sender isn't in your block list if important emails aren't showing up at all. Give it 1-2 weeks of corrections before judging accuracy.

Daily credit limit reached — important emails not processed

Symptom: Emails arriving after the daily cap go unprocessed until next day Cause: Credit-based system processes emails in order received. On Plus plan (20/day), a busy morning can exhaust credits before afternoon emails arrive. Solution: Upgrade plan (Pro = 50/day, Ultra = 200/day). Alternatively, set up pre-filters in Gmail/Outlook to route obvious newsletters and marketing emails to folders Unboxd doesn't monitor, preserving credits for important emails.

IMAP provider emails delayed

Symptom: Emails from Fastmail, ProtonMail Bridge, or other IMAP providers take 15-30 minutes to appear in Unboxd briefings Cause: IMAP uses periodic polling rather than real-time webhooks (Gmail/Outlook only get webhooks) Solution: This is expected behavior — IMAP polling has inherent delays. If real-time processing is critical, consider using Gmail or Outlook as your primary account and forwarding IMAP emails there.