Steerd Help

Overview

Conversations from your connected mailboxes, the four filters, and what you can do with a thread once you are reading it.

The inbox holds conversations from the mailboxes you connected. A conversation is a thread: the message that started it and everything said since, on both sides.

You do not import them one by one. Once a mailbox is connected, its mail is kept here, and the question the screen asks is no longer "should this exist" but "what should I do about it".

The four filters

FilterWhat it shows
AllEvery conversation Steerd has.
Not linkedConversations that do not belong to a project yet. The closest thing to a to-do list.
LinkedConversations attached to a project, readable from the project too.
IgnoredConversations where every stored message is ignored. A thread with one ignored message in it is still a live conversation and stays under the other filters.

Filtering happens on the server, so a filter searches everything, not the page you can see.

Reading one

Pick a conversation and it opens beside the list, oldest message first. From there you can:

My turn on a conversation means the last message was theirs. It is the same idea projects use: a thread waiting on you looks different from one waiting on them.

Getting new mail

Check for new mail fetches what has arrived since the last time. Connecting a mailbox also pulls in recent history, so the inbox has something in it from the first minute. See Connecting a mailbox.

Finding something specific

The search box filters what is stored, and for admins also searches the mail server itself for older mail Steerd never pulled in. See Finding a conversation.

If you also use the browser extension

Teams with the extension enabled get a second source, switchable at the top of the screen. That queue works the older way, with Pending, Imported and Dismissed states, because a captured page is a one-off thing to triage rather than a conversation that continues.

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