Inbox basics

The Inbox collects every reply to your campaigns, from LinkedIn and email, in one list. Open it from Inbox in the sidebar.

Find a conversation in the Inbox

The list on the left has, from top to bottom:

• Search…: matches a prospect's name, email or company.
• All, LinkedIn, Email: limits the list to one channel.
• All campaigns: pick one campaign to see only its conversations.

Unread conversations sit under New, the rest under Earlier. Opening a conversation marks it read; the Mark as read button does the same without opening it.

Each row can carry an Appointment Setter badge: Agent handling, Needs you or You're handling. See Appointment Setter.

Your conversations or the whole team's in the Inbox

By default the Inbox shows only conversations on campaigns you created or on sender accounts you connected. To see a teammate's campaign, pick it in All campaigns.

Links from the Dashboard attention panel, such as "positive replies waiting for you" or "conversations handed to you", open the Inbox across the whole team. The list then shows a Whole team chip, plus Positive replies, Needs you or Unanswered for the filter applied. Select Clear to go back to your own conversations.

Reply to a prospect from the Inbox

Open the conversation, write in the box at the bottom and send. The reply goes from the same sender account that ran the outreach; Sending via shows which one. If the prospect is on both channels, tabs above the thread switch between them.

You can attach files: up to 25 MB per file on LinkedIn, and in total per message on email.

If the sender account is disconnected, the composer says so and offers to reconnect it. See Reconnect a sender.

If the Appointment Setter is handling the conversation, sending your own reply pauses the agent on that thread. See Appointment Setter.

Close or reopen a conversation in the Inbox

Select the × (Close conversation) at the top of the thread. The conversation leaves the open list and the Appointment Setter stops acting on it. A toast offers Undo.

To find it again, select Show closed conversations at the bottom of the list, open it, and select Reopen.

Closing doesn't remove the lead from the campaign or add them to Do Not Contact. To stop all contact, see Replies and sentiment.

Mark a meeting as booked from the Inbox

When a prospect tells you they booked, select Mark meeting booked at the top of the conversation. It counts in Meetings booked in analytics, pauses the Appointment Setter on the thread, and moves the lead's CRM deal to the booked stage when there is one. Un-mark reverses the count and leaves the deal stage as it is.

A meeting is never checked against your calendar unless a booking arrived through a connected Calendly account. See Analytics metrics.