Unibox and reply tags

Views

• All, Unread, Assigned to me, Waiting for me, Interested and Meetings are always shown.
• More holds Waiting for them, Follow up today, Gone quiet, Follow up, Closed and Archived.
• Filter by mailbox or campaign, or search people, subjects and messages.

Automatic reply tags

• Each new reply is tagged Interested, Neutral or Not interested by built-in rules that read the reply. No AI is used.
• A reply the rules cannot read with confidence stays untagged (New), so you can tag it yourself.
• A tag you pick yourself is never overwritten by the rules.
• The Interested view lists every conversation tagged Interested.
• When someone asks you to come back later and names a time (next quarter, in March, after the holidays), the conversation is scheduled for that day, the date shows under Come back, and you get an alert on the day.

Change a tag

1. Open the conversation.
2. In the Status card, pick a status and click Set.
3. "Tagged automatically from their reply" shows under it while the tag is the one the rules set.

Answer a reply

1. Click a conversation to open it.
2. Write your answer and send it. It goes from the same mailbox, in the same thread.
3. Close the conversation with an outcome when it is done.

Work in bulk

• Tick conversations and use Apply to selected to mark read or unread, set a lead status, add or remove a tag, assign to yourself, archive or close.
• If some replies could not be matched to a conversation, click Sort them out.