Sort mail from unknown senders

What ends up here#

For each email it receives, Bookmi first looks for the original thread: whether it replies to something you sent, the subject and the sender.

• Replies to an ongoing thread join it even from an address that is not a contact (for example when the customer's colleague replies).
• New mail from a contact starts a new thread linked to the contact and customer.
• Anything else goes to Unknown senders.

Newsletters, automated mail (no-reply addresses and the like) and auto-replies are generally not brought in.

Who can see it#

Mail under Unknown senders is visible only to the person who received it, not even to company-wide admins. It does not appear in Needs reply and sends no notification; only the count tells you it is there.

Sorting it#

1. Open Mail → Unknown senders (shown only when there is such mail) and open the email.
2. Use the "Unknown sender" card at the top.
3. Add as contact: enter name, company and title and click Add contact. Pick an existing customer by company name, or type a new company name to create the customer too.
4. Link to existing contact: search by name, email or company and click Link.
5. Ignore deletes the email from Bookmi. Block stops mail from this address from being brought in again (for your own mail only).

Once added or linked, the email joins the contact and customer history and behaves like any other thread. If the contact has exactly one open deal, the thread is linked to it as well.

Adding or linking contacts requires permission to use customers and contacts. Without it, only Ignore and Block are available.

Good to know#

• Mail left unsorted is deleted automatically 30 days after the last message (mail to a bookmi.ai work address is kept).
• To unblock, remove the address under Settings → Email → Addresses to exclude. There you can also exclude whole domains, and admins can add company-wide entries (up to 200 per person).
• Ignore removes only the record in Bookmi; it does not touch the email in your mailbox.
• Threads you have replied to from Bookmi cannot be ignored.