Inbox

Overview: What is the Unified Inbox?

The Unified Inbox in Salesnode is a centralized hub that consolidates all your outbound email conversations from connected mailboxes such as Gmail, Outlook, and SMTP into one streamlined interface. This feature allows you and your team to monitor, respond to, and collaborate on email threads without the hassle of switching between multiple email clients. By aggregating replies and organizing conversations in one place, you can manage your outbound outreach more efficiently and ensure no important message goes unnoticed.

Managing Conversations with AI-Powered Categorization and Labels

The Unified Inbox leverages AI to automatically categorize incoming replies, helping you quickly identify the status and intent behind each message. This intelligent organization enables you to prioritize responses and take appropriate follow-up actions. You can also assign conversations to specific teammates, ensuring clear ownership and collaborative follow-up on important threads.

How AI Categorization Enhances Your Workflow

AI analyzes the content of incoming replies and applies relevant labels that reflect the recipient’s intent or status. These labels help you filter and act on conversations more effectively.

1. Navigate to the Inbox tab from the sidebar.
2. Observe that replies are automatically categorized with labels such as Interested, Meeting Requested, or Out of Office.
3. Assign conversations to teammates by selecting the conversation and choosing the team member from the “Assign” option.
4. Use labels like Follow-up Needed or Do Not Contact to mark conversations that require manual attention or permanent exclusion.

Daily Workflow Management and Team Collaboration

To keep your outbound campaigns on track, the Unified Inbox provides tools for managing your daily workflow. You can monitor replies across all mailboxes, assign tasks, and collaborate with your team to ensure timely responses. This centralized approach reduces missed opportunities and improves team productivity.

Steps to Manage Your Daily Workflow

1. Navigate to Inbox in the sidebar to view all incoming replies.
2. Review conversations flagged with labels that indicate action is needed, such as Meeting Requested or Follow-up Needed.
3. Assign conversations to teammates or mark them for your own follow-up.
4. Track progress by filtering conversations based on labels or assigned team members.

Using the Command Palette for Efficient Email Actions

The Command Palette, accessible via Shift + M, is a powerful tool within the Unified Inbox that lets you quickly perform actions on messages without navigating through menus. It supports AI-generated replies, label application, and other email management functions, saving you time and effort.

Key Features of the Command Palette

• Reply with AI: Generate context-aware replies based on the conversation history.
• Apply Labels: Quickly tag sequence recipients to track reply intent and status.
• Automated Sequence Control: Some labels automatically continue or stop the email sequence for that recipient.
• AI Tools: Run prompts on message content such as extracting tasks, summarizing conversations, or analyzing tone.
• Quick Actions: Perform actions like reply, delete, or move messages to folders instantly.

How to Use the Command Palette

1. Press Shift + M to open the Command Palette.
2. Choose the desired action, such as “Reply with AI” or “Apply Label.”
3. Follow the prompts to complete the action on the selected message.

Important Labels for Campaign Replies

Labels play a crucial role in organizing replies and guiding your outreach strategy. Understanding the meaning and use of each label helps you respond appropriately and maintain campaign effectiveness.

1. Interested: The recipient has shown positive intent toward your offer.
2. Meeting Requested: The recipient wants to schedule a meeting.
3. Out of Office: The recipient is temporarily unavailable.
4. Unsubscribed: The recipient has opted out of further outreach.
5. Not Interested: The recipient has declined your offer.
6. Follow-up Needed: The conversation requires manual follow-up.
7. Do Not Contact: The recipient should be permanently excluded from outreach.

Best Practices for Using Labels

• Assign labels promptly to keep your inbox organized and actionable.
• Use Follow-up Needed to flag conversations that require personal attention.
• Respect Do Not Contact and Unsubscribed labels to maintain compliance and goodwill.