Inbox & Real-Time Messaging
The Inbox is your unified view of all conversations across X, LinkedIn, and email. Every DM, email, and reply flows through here, with real-time message detection and AI status indicators. You always have full control to step in, override AI responses, and handle conversations that need a human touch.
Conversation List
Your Inbox displays all conversations in a single, paginated list. Each conversation shows:
Lead name and profile
Timestamp of most recent activity
AI status indicator (bot icon overlay when AI is disabled)
Platform icon and status badges
Starring Conversations
Click the star icon on any conversation to keep it easy to find. Starred conversations work as a personal shortlist for high-priority leads or deals in progress.
Unread Indicators
New inbound messages are tracked automatically. The Inbox shows an unread count that updates periodically as new messages arrive.
Filtering
Filter conversations by:
Status (All Statuses, Replied, Meeting Booked)
Sequence (specific sequence)
Search query (lead name)
Combine filters to narrow your view. For example, show only "Replied" conversations to focus on warm leads.
Message Detection
New messages on X are detected via Twitter's DM connection. LinkedIn messages are detected through periodic polling. Email replies are detected by polling your connected Gmail or Outlook mailboxes; bounces are flagged automatically and future sends to bounced addresses are skipped.
AI Status Indicators
AI ON toggle: Visible at the top of each conversation, indicates whether AI can auto-reply
Bot icon: A red Bot icon overlay appears on conversations where AI is disabled
Sending Manual Messages
Send a message directly from the Inbox without AI involvement:
Open a conversation
Type your message
Click Send
Manual messages are:
Sent instantly with no scheduling delay
Not subject to daily limits, so manual DMs do not count against your action limits
Auto-cancel pending AI responses. If the AI had a response queued, it is immediately cancelled when you send a manual message
AI ON/OFF Toggle
At the top of any conversation, toggle AI responses:
AI ON: AI generates and sends responses automatically based on your prompts and tone examples
AI OFF: Only your manual messages are sent
The toggle applies to that single conversation only. You can have AI enabled for most conversations while handling your hottest prospects manually.
Call Briefs
Click the Call Brief button in any conversation to generate a pre-call preparation document. The brief pulls data from the lead's profile, conversation history, and buyer intelligence to give you talking points before a meeting.
See Meetings, Booking, and Call Briefs for details.
Next Steps
AI Response Engine: How AI generates responses
Tone and Knowledge Base: Customize the AI's voice and provide sales context
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