The sidebar is your primary navigation tool, organizing your workload into Folders and Tags by identity selected.
Folders
Folders help you focus on what matters most by categorizing conversations based on their state.
Folder | Description | Use Case |
Inbox | Shows active conversations with at least one reply. | Centralize all ongoing interactions. |
AI Draft | Displays conversations where AI has generated a suggested reply. The AI Draft appears automatically in the composition box. | Review and use AI-generated responses. |
Unread | Contains conversations marked as unread. Automatically updates when opened. | Focus on new, unseen messages. |
Scheduled | Shows messages scheduled for future delivery. | Monitor upcoming automated sends. |
Sent | Displays conversations where you have sent at least one message. | Review all engaged conversations. |
Archived | Contains conversations marked as archived. | Keep the irrelevant together, leaving the inbox data-cleaned. |
Note: LinkedIn connection requests sent with a note (InMail) only appear in the Sent folder after the recipient accepts the request. This is a LinkedIn platform limitation.
Tags
Tags allow you to categorize and filter conversations based on context. A conversation can have multiple tags simultaneously. Clicking a tag in the sidebar filters your view to show only conversations with that tag. Each tag displays a count badge indicating how many conversations use it.
Tags can be applied manually or automatically by AI.
AI Tags (Auto-Tagged)
The system automatically applies tags based on the lead's intent and conversation context. AI-generated tags display a sparkle icon and appear as "auto-tagged" events in the activity timeline.
Tag | Description |
Interested | Lead shows positive intent or engagement. |
Not Interested | Lead explicitly declines or shows no interest. |
Bad Timing | Lead declines due to current timing but indicates future openness. |
Meeting Booked | A meeting has been scheduled with the lead. |
Not the Target Persona | Lead does not match the intended audience. |
Out of Office | Lead is unavailable or away. |
Referred | Lead has referred you to another contact. |
Any custom tag you create | Custom tags you define yourself. |
Tip: Hover over an AI tag to see a tooltip explaining why it was applied (e.g., "Explicitly declines due to current timing and indicates future openness").
Manual Tags
Users can create custom tags with unique names and colors. Manual tags appear as "Tagged as" events in the activity timeline, showing the user who applied the tag and the timestamp. This differentiates them from AI tags, which appear as "auto-tagged."
Creating Custom Tags
You can create your own tags directly from the Inbox. Each custom AI tag allows you to define:
Title
Color
Sentiment Category: Assign Neutral, Positive, or Negative sentiment.
Instructions: Define the conditions with a custom AI prompt under which the system should apply the tag.
Auto tagging: switch on the toggle to make it an AI Tag, keep it off to make it a Manual Tag.
Important: AI tags must have a valid prompt configured before they can be activated.
Tag Compatibility and Dynamic Updates
A conversation can have multiple tags simultaneously (e.g., "Interested" and "Bad Timing").
Tags are automatically updated as the conversation evolves — old tags may be removed and new ones added.
The AI uses a compatibility matrix to ensure tagging accuracy and keep analytics current.