NOTE: This is a module for Perfex CRM. It is not a standalone script.

MailboxAI - Webmail + AI Assistant For Perfex CRM - 4

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MailboxAI – Webmail + AI Assistant For Perfex CRM

MailboxAI brings a real webmail experience directly inside Perfex CRM — so your team can read, reply, organize, and convert emails into CRM work without switching tabs all day.

You get a clean inbox UI with folders, search, filters, bulk actions, categories, drafts, scheduled emails, and a full compose/reply workflow. And when you want speed, AI features are available on-demand: summarize unread emails, suggest replies, improve writing, and classify messages — only when you click.

Perfex-native UI: uses Perfex panels, buttons, modals, and Bootstrap styling so it looks like it belongs.
Multi-account support: switch between mailboxes from the top selector (great for teams and shared inboxes).
Flexible sync: cron sync, light sync, or manual sync — depending on your hosting and workflow.
Fast inbox actions: star/unstar, mark read/unread, delete (local), attachment indicators, outgoing indicators.
AI on demand (optional): unread summaries + reply drafts when you click (no forced automation).

Core Inbox Experience

Inbox, folders, counters

Folders navigation: Inbox, Sent, Drafts, Trash, Spam/Junk, Archive (based on your account mappings).
Unread & total counters: see what matters instantly (Inbox unread badge + folder totals).
Clean email list: sender, subject, snippet, received date, attachment icon, and outgoing status.
Sync status indicator: clear status badge with last sync date and error message (if any).

Search + filters (real-world useful)

Search: quick search by keyword (sender/subject/snippet) so you find emails fast.
Filters: show all / unread / starred / has attachments.
Category filter: filter emails by category label for clean triage workflows.

✅ Bulk actions

Mark read / mark unread in bulk.
Star / unstar in bulk.
Apply category / clear category in bulk.
Delete selected (local) in bulk.

️ Categories (color-coded)

Create categories with a name, description, color, and active toggle.
Assign categories per email or in bulk (great for pipelines like Billing / Urgent / Follow-up / Support).

Email Actions & Workflow

Open email (thread view) + quick actions

Open an email in a clean modal with the full content/thread.
Reply, Reply all, and Forward are available right from the email view.
Quick actions: star/unstar, mark read/unread, delete (local).
Attachments are clearly indicated, and outgoing messages show status.

Convert emails into CRM work (one click)

Convert to Task: turn an email into an actionable task for your team.
Convert to Ticket: convert a conversation into a support ticket with context.
Convert to Lead: create/attach a lead and keep the email history.

Compose, Reply, Templates & Scheduling

✍️ Compose (full experience)

To / CC / BCC live search: instant suggestions from Perfex data: Staff, Customers/Contacts, and Leads.
Email templates: select a template while composing to save time and keep consistency.
Attachments: attach files while composing and sending.
Signatures: signatures are stored per mailbox account and applied automatically when needed.
Save Draft: keep unfinished emails safely.
Schedule Email: send later (ideal for follow-ups and different timezones).

↩️ Reply workflow (fast + consistent)

Use templates in replies for standard responses.
Save a reply as draft or schedule it for later.
AI tools are available inside reply flow (optional, on-demand).

AI Features (Optional, On-Demand)

MailboxAI works perfectly without AI. If you enable AI, it’s still kept optional and controlled — nothing runs automatically unless you choose it.

Summarize unread emails: one click → short summaries for quick triage.
Suggest reply drafts: generate reply ideas based on your mailbox preferences.
Improve message: rewrite to be clearer, more professional, shorter, or more direct.
Summarize single email: useful when messages are long or contain many details.
Classify email: helpful for sorting and deciding next actions faster.

Mailbox-level AI preferences let you define default tone, language, length, and “reply notes” so replies match the way you want to communicate.

Auto Replies (Smart + Flexible)

Create auto-replies that behave like real business rules, not just a basic autoresponder.

Apply to accounts: all accounts or selected mailboxes only.
Sender scope: any sender (or your matching rules).
Subject matching: “contains” works great for real-world matching (with optional case sensitivity).
Send frequency: e.g. once per sender (perfect for out-of-office) or more flexible setups.
Limits: cooldown minutes, max per day, weekends-only, and time window restrictions.
Clean reply content: custom reply subject + body with a simple setup.

Sync Options (Choose what fits your server)

Cron Sync: best for production — automated syncing via server cron.
Light Sync: minimal overhead syncing for shared hosting or lower resource environments.
Manual Sync: sync on demand when you need it.

Who is it for?

Sales teams: convert conversations into leads and follow-ups quickly.
Support teams: turn email requests into tickets without losing context.
Operations teams: create tasks from requests and keep everything tracked in Perfex.
Managers: keep email communication visible and organized inside the CRM.

How it works (clear & simple)

Select an account: switch mailboxes from the top dropdown.
Browse folders: unread counters and totals help you prioritize.
Organize: filters, search, star, categories, and bulk actions.
Work from email: reply/forward, save draft, schedule, attach files.
Convert: create a task, ticket, or lead from an email in one click.
AI (optional): summarize unread emails and generate reply drafts when you want.

Requirements

Perfex CRM (latest stable recommended)
IMAP enabled email account(s)
Optional AI: OpenAI API key + server access to api.openai.com

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1) Inbox UI — Fast webmail inside Perfex

Folders with unread counters, clean email list, quick actions, category labels, and a Perfex-native layout designed for speed.

MailboxAI inbox UI inside Perfex CRM with folders, unread counters, email list, quick actions and categories

2) Advanced filters + bulk actions

Search by sender/subject, filter unread/starred/attachments, and apply bulk actions like mark read/unread, star/unstar, category assign, and delete.

MailboxAI advanced email filters and bulk actions in Perfex CRM including unread starred attachments categories

3) AI — Summarize unread emails + suggest replies

On-demand AI summaries for unread messages with reply draft recommendations that respect your mailbox AI tone/language preferences.

MailboxAI AI summarize unread emails and generate reply draft recommendations inside Perfex CRM

4) AI — Review results and refine reply suggestions

Edit, refine, and reuse AI reply drafts while processing unread messages faster, without leaving Perfex.

MailboxAI AI reply suggestions editor for refining email drafts inside Perfex CRM webmail module

Open an email in a clean modal: full conversation thread, quick reply/forward/reply all, delete, and conversion actions (Task/Ticket/Lead).

MailboxAI email preview modal with conversation thread and actions to reply forward convert to task ticket lead

Reply with templates, AI suggestions (rewrite/improve/summarize/classify), save as draft, or schedule send later.

MailboxAI reply modal with AI actions email templates and scheduling options inside Perfex CRM

Compose new emails with AI assist (tone/length), templates, drafts, and scheduled sending — built using Perfex UI components.

MailboxAI compose email modal with AI writing options templates draft and scheduled sending in Perfex CRM

Smart email address suggestions (To/CC/BCC)

Autocomplete powered by Perfex data: Staff Members, Customers, Contacts, and assigned Leads — click-to-add recipients quickly.

MailboxAI email recipient autocomplete for to cc bcc using staff customers contacts and leads in Perfex CRM

9) Top-bar unread indicator

A clear unread email counter in the Perfex admin top bar so staff can see inbox load at a glance.

MailboxAI unread email counter in Perfex CRM admin top bar for staff mailbox notifications

10) Manage mailbox accounts — central overview

Admin table to manage mailbox accounts, status, and configuration — designed for multi-account teams.

MailboxAI manage mailbox accounts table inside Perfex CRM admin with multi account support

11) Mailbox account — basic account details

Account identity and main configuration fields for mailbox setup inside Perfex.

MailboxAI mailbox account details form inside Perfex CRM for configuring email accounts

12) Mailbox account — IMAP configuration

IMAP server configuration for receiving emails, folder mapping, and sync behavior.

MailboxAI IMAP settings for mailbox account in Perfex CRM including server port encryption and sync

13) Mailbox account — SMTP configuration

SMTP settings for sending emails from the mailbox, keeping your outbound flow organized.

MailboxAI SMTP configuration for sending emails from Perfex CRM mailbox module

14) Mailbox account — signature settings

Per-account signature control so each mailbox can send consistent, professional messages.

MailboxAI email signature settings per mailbox account in Perfex CRM

15) Mailbox account — AI preferences

Set language, tone, length, and reply notes per mailbox so AI replies match your brand voice.

MailboxAI AI preferences per mailbox account including language tone length and reply style notes

16) Email templates — template library

Manage reusable templates for sales, support, HR, and operations — for faster replies and consistent messaging.

MailboxAI email templates table inside Perfex CRM for managing reusable email reply templates

17) Create email template — quick setup

Create and edit templates with a clean form so staff can respond faster with consistent content.

MailboxAI create email template page inside Perfex CRM for standardized messages

18) Auto-replies — automation table

Manage auto-replies by sender scope, subject match rules, and frequency — ideal for out-of-office and routing.

MailboxAI auto replies table inside Perfex CRM for email automation rules and reply frequency

19) Create auto-reply — conditions + limits

Build auto-replies with subject match type, cooldown, max/day, weekend only, and optional time window rules.

MailboxAI create auto reply page with conditions cooldown limits weekends and time window settings

20) Categories — color-coded organization

Create categories with colors to label emails and keep inboxes organized by workflow (e.g., Billing, Urgent, Sales).

MailboxAI email categories page with color labels for organizing emails inside Perfex CRM mailbox

21) Drafts — manage saved messages

Drafts table to continue writing later without losing progress.

MailboxAI drafts table inside Perfex CRM mailbox module for saved emails

22) Scheduled emails — send later queue

Schedule emails to send later and track queue status in a clean table view.

MailboxAI scheduled emails table for send later queue and delivery tracking inside Perfex CRM

23) General settings — core module configuration

Central configuration options to control MailboxAI behavior, logs, and operational settings.

MailboxAI general settings page inside Perfex CRM for configuring mailbox module behavior

24) Sync mode settings — control how email sync runs

Configure sync mode (manual/cron-based), refresh behavior, and performance limits.

MailboxAI sync mode settings inside Perfex CRM to configure manual or cron email synchronization

25) Attachments settings — storage & handling

Control how attachments are downloaded, stored, and managed for performance and compliance.

MailboxAI attachment settings inside Perfex CRM mailbox module for download storage and handling

26) AI automation settings — enable AI features globally

Admin AI settings: enable/disable AI, set provider and model, configure default language, and control automation behavior.

MailboxAI AI settings in Perfex CRM including provider model default language and automation controls

Clean Perfex menu integration so staff can access inbox, templates, auto-replies, categories, and settings quickly.

MailboxAI module menu inside Perfex CRM admin navigation

28) Multi-account overview (additional view)

Multi-account management screen for teams running multiple mailboxes inside Perfex CRM.

MailboxAI multi account management view inside Perfex CRM for handling multiple mailboxes

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URL	Email	Password
https://lenzcreative.net/marketplace-pcrm-demo/admin	demo@lenzcreative.net	lenzcreative123321

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Login to Perfex CRM as admin
Go to Modules → Installed Addons
Upload the module zip
Click “Install”
Open MailboxAI → Settings and configure sync / permissions
Optional: paste your OpenAI key + select model for AI features

Important Notes

Email sync depends on your provider and IMAP settings.
AI is optional. If you disable AI, MailboxAI works as a normal webmail inside Perfex.
OpenAI usage/costs are managed by your OpenAI account.
Need custom workflow tweaks? Contact lenzcreativee@hotmail.com.

MailboxAI - Webmail + AI Assistant For Perfex CRM - 10

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Version 1.0.0 – 2026-02-06

• Initial release
• Inbox UI inside Perfex with folders, counters, filters, and search
• Star + mark read/unread (single + bulk)
• Categories (color-coded) with bulk apply/clear
• Convert email to Task / Ticket / Lead
• Optional AI: summarize unread + reply draft suggestions (on demand)