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Conversations List

Learn how to browse, search, filter, and take bulk actions on your conversations in the Inbox.

This column displays all conversations matching your selected folder or filter.

Conversation Card Details

Each conversation preview includes the following elements:

Element

Description

Contact Info

Name, Job Title, and Company.

(Square) Green Dot

Indicates an unread message

(Circle) Green Dot

Marked as unread message

Tag Badges

Colored badges displaying applied tags.

Channel Icons

Shows if the conversation is via Email or LinkedIn (Tasks are not displayed).

Message Preview

First 90 characters of the last message with timestamp.

Last Sent Time

Indicates the time of the last message sent, from either identity or lead.


Search and Filters

Use the search bar or apply filters to find specific conversations. You can apply multiple filters simultaneously.

Available Filters

Filter

Options

Status

Active, Paused, or Completed.

Tags

Show conversations with selected tags.

Channel

LinkedIn, Email, or Tasks.

Campaign

Filter by specific campaign.

Company

Filter by company name.

ICP Score

High, Medium, Low, Disqualified, or Missing Data.

Date Range

Filter conversations with messages sent within the specified range.

How to Add Filters

  1. Click the filter icon in the top-right corner.

  2. Select a filter type and define criteria.

  3. Applied filters appear as chips above the conversation list.

  4. Click the X on any chip to remove that filter.


Bulk Actions

Select multiple conversations using checkboxes (or "Select All") to reveal the action toolbar.

Note: The checkbox appears after a slight delay when hovering to preserve a smooth scrolling experience.

Action

Description

Select all

Select all conversations in the current folder.

Mark as Read/Unread

Change read status for all selected conversations.

Tags

Add tags to selected conversations (you can create new tags if needed), or remove them from all selected conversations.

Pause

Pause campaign activity by contact or company level. Only affects conversations that are currently running (not finished or replied).

Archive

Send the selected conversations straight to the Archived folder.

Export

Export selected conversations to your CRM or download as CSV. Includes an option to download all conversation transcripts as plain text.

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