Your Inbox is a tab where you can manage and engage with all your prospects, with seamless integration into your Social Inbox for quick access to your conversations. This article will walk you through navigating these features to maximize your interactions.
To open your Inbox, click on the Inbox tab on the left-hand side of the screen:
Filters
The Filter button allows you to sort your conversations using various criteria.
Here is a breakdown of the available filters and what each one does:
Options
Under options, you have two filters:
Show Prospects Outside of Campaigns: toggling this filter on will display dialogs with prospects that aren’t engaged in any of your campaigns;
Show Only Paused Prospects: displays conversations with prospects for which the campaign has been paused.
Channel:
Sort dialogues based on the outreach channel:
All Channels: shows all conversations, regardless of outreach type. Note that time order may display inconsistently;
Social only: displays conversations within Social + Email campaigns;
Email only: displays conversations within Email campaigns only.
Campaigns:
Filter conversations to view only those within specific campaigns. Simply select the campaign(s) you wish to view:
Statistics:
You can filter dialogs by email interaction status:
Opened emails: shows conversations with users who have opened an email at least once.
Bounced emails: displays conversations with users who failed to receive the email.
Dialog Status:
Sort conversations by:
Unread messages: displays conversations where your message remains unopened;
Started within 7 days;
No reply within 7 days;
Only with notes: shows conversations with internal notes added.
Prospect Info:
Filter conversations based on prospect information.
Upcoming Meetings: displays conversations with prospects with scheduled Calendly meetings;
Personal Email: shows conversations with prospects contacted via personal email;
Work Email: shows conversations with prospects contacted via work email;
Enriched Email: displays contacts reached via their enriched email.
Prospect Status:
Display conversations based on prospect status:
Leads: shows only dialogs with prospects marked as Leads;
Customers: shows only dialogs with prospects marked as Customers.
Labels:
Organize conversations using custom labels you have assigned to certain prospects.
Auto Labels:
Display conversations tagged by the AI sentiment detector. For more on Auto Labels and their meanings, refer to this article.
Additional Filters
At the top of the window, click the arrow to access more filters:
All: displays all conversations;
Unread: shows conversations with unopened messages;
Replied: displays conversations where prospects have replied;
Starred: displays only “starred” conversations;
Archived: shows archived conversations;
No reply: shows conversations where the prospect opened your message but did not reply.
How to Star and Archive Dialogs
To further organize your Inbox, you can manage each conversation individually by clicking the three-dot menu next to a conversation:
Here, you can:
Mark the conversation as unread;
Refresh the dialog;
Add the dialog to starred (also accessible via the star icon under the prospect’s photo);
Archive the dialog.
At the bottom of the dialog list, you can find a small refresh button that allows you to refresh all the conversations at once:
Color Coding In the Inbox
If you are curious about the colored dots next to your prospects, here is a quick breakdown of their meaning:
 | New: A fresh prospect added to the system, with no actions taken yet. This is the starting point for engagement. |
 | Contacted: The prospect has been reached out to via a connection request, message, InMail, email, or another method, but there has been no response yet. |
 | Connected: Indicates a successful connection has been established with the prospect, such as an accepted Social request. The prospect is now aware of your outreach. |
 | Replied: The prospect has responded to your outreach, initiating a two-way interaction. It's time to nurture this relationship and move them further down the pipeline. |
 | Lead: The prospect is showing potential interest or alignment with your offerings. |
 | Customer: The prospect has converted into a paying client. |
 | Pending: The system has identified the prospect's profile, but attempts to contact the prospect have been unsuccessful. Please visit this article to learn more about potential causes and solutions. |
 | Unreachable: The system couldn't identify the prospect's profile, making it impossible to contact them. |
This guide should help you navigate your Inbox effectively and make the most of each conversation.
If you have any questions or need further assistance, feel free to reach out to our Customer Support team.