This view shows the full chronological history of all interactions with a lead, including messages, tasks, added/removed tags, and campaign actions from your entire team (e.g. LinkedIn invitation sent, Visited profile, ...).
Note: Access to this complete history depends on user permissions. A user must have the appropriate access rights to view the full timeline of team interactions.
Timeline Elements
Element | Description |
Messages | Email and LinkedIn messages with sender avatars and status indicators (whether sent manually or auto-generated with AI variables). |
Audio Messages | LinkedIn voice notes with playback controls. |
Campaign Actions | Logs campaign actions (e.g., "Visited profile," "Email opened," "Invitation accepted," "Link clicked"). |
Tasks | Displays task description, due date, notes, and completion controls. |
Tag Events | Logs tag changes and indicates whether applied by AI ("Auto-tagged as") or user ("Tagged as"). |
Actions | Records actions like "Added to blocklist by [user]" or "Paused conversations by [user]" with timestamps. |
Scheduled Messages | Queued messages displaying the scheduled send time with "Send Now" and "Cancel" action buttons. |
Translation | Option to translate incoming messages to your preferred language. |
Sending Messages
The composition box is located at the bottom of the chat view and adapts based on the conversation channel.
Replying and Channel Selection
When the conversation history includes messages from multiple senders, you can choose:
Whom to reply to when there are multiple senders in the thread.
Which channel to use (Email or LinkedIn) if previous messages were sent via both channels.
This ensures continuity and allows responses to follow the same communication channel as the existing conversation.
Email Features
Feature | Details |
To Field | Pre-filled with recipient information. |
Subject Line | Pre-filled based on conversation thread. |
Rich Text Editor | Formatting tools: Bold, Italic, Underline, Ordered list, Bullet list, Insert Link. |
Images | Supported formats: JPEG, PNG. Max size: 5.0 MB. |
File Attachments | Supported format: PDF. Max size: 5.0 MB. |
Signature | Email signature automatically included. |
Important: To prevent spam or bounce issues, all file attachments are sent as links rather than direct attachments. This improves deliverability and ensures your messages reach the recipient's inbox.
LinkedIn Features
Feature | Details |
Text Format | Plain text only (LinkedIn platform limitation). |
Character Limit | 8,000 characters. |
Image Attachments | Max size: 2.0 MB. |
File Attachments (PDF) | Max size: 2.0 MB. |
Emoji Reactions | React to LinkedIn messages with emojis directly from the Inbox. |
Open in LinkedIn | Option to view the full thread in a new browser tab on the LinkedIn platform. |
AI Drafts and Suggestions
When AI detects a positive or engaging message from a lead, it automatically generates a draft reply. If an AI draft is available, you will see:
Suggestion Text: Appears inside the text box.
Press [Tab] to Edit: Load the suggested message into the composition box to review and personalize it before sending.
Directly Send: Press the send button to send the AI suggestion immediately.
Tip: You can always discard the AI draft entirely and write your own response from scratch.
Scheduling Messages
You can schedule messages for future delivery:
Compose your message.
Click the expand icon next to the Send button.
Choose a time from the available options:
Option | Available Slots |
Today | 9:00 AM, 1:00 PM, 6:00 PM. If a slot has already passed, the next available slot is suggested. |
Tomorrow | 9:00 AM, 1:00 PM. Both slots are shown only if all three of today's options have passed (i.e., it is after 6:00 PM). |
Custom | Pick any future date and time. |
Once scheduled, the message appears in the timeline with the scheduled time and displays two action buttons: Send Now to send immediately, and Cancel to remove the scheduled message.
