The Inbox is a centralized communication hub where you can manage all conversations with your leads across multiple channels — Email, LinkedIn, and Tasks.
It unifies sales communication into one interface for easier outreach, follow-up, and conversation management. Enhanced with AI capabilities, the Inbox helps you organize conversations, track every interaction, and reply faster with ready-to-send AI drafts.
Before You Start
Your Admin must grant you the appropriate identity access permissions. Without access to the relevant identities, you will not see all conversations.
Access Level | Description |
Full Access | Users with access to All Identities can view all conversations in the Inbox. |
Limited Access | Users with access to specific identities only will see conversations related to those identities. |
Note: To change your access level, contact your Admin. The configuration path is Settings > Edit User Permissions > Campaign Tab > Identities Access.
Interface Overview
The Inbox interface is divided into four main columns to streamline your workflow:
Column | Name | Purpose |
1 | Folders and Tags (Sidebar) | Navigate and filter conversations by status or category. |
2 | Conversations (Message List) | Browse and select conversations matching your criteria. |
3 | Chat View (Conversation Timeline) | View the full history of interactions with a lead. |
4 | Contact Details (Side Panel) | Access complete lead and company information. (Hidden by default — open it by clicking the lead's name or the button in the top-right corner of the chat view). |