Use the Inbox

Overview of the Unified Inbox

The Unified Inbox in Salesnode is designed to streamline your email communication by bringing all your campaign and personal emails into one place. This central hub helps you manage conversations efficiently, leveraging AI-powered tools to automate classification and boost your productivity. Understanding how to navigate and use the Unified Inbox is essential for making the most out of your outreach and follow-up efforts.

Getting Started with the Unified Inbox

To begin using the Unified Inbox, you first need to access it from the main navigation and set up AI auto-labeling, which automatically organizes incoming messages based on your campaigns and priorities. This feature saves you time by reducing manual sorting and helps you focus on the most important emails.

Step-by-step setup

1. Navigate to the Inbox tab in the sidebar.
2. Click on the Configure AI auto-labeling option to enable automatic labeling of incoming emails.
3. Open any message from your inbox to start interacting with your emails.
4. Use the Command Palette by pressing Cmd+K (Mac) or Ctrl+K (Windows) to access quick actions.
5. Utilize the toolbar in the email item to move messages to folders or mark them as read or unread.

Using the Command Palette for Efficiency

The Command Palette is a powerful shortcut tool that lets you perform common inbox actions quickly without navigating through menus. It enhances your workflow by providing instant access to AI features and message management commands.

Key Command Palette features

• AI reply draft: Generate a smart reply draft based on the email content.
• Assign conversation: Delegate conversations to specific team members for follow-up.
• Apply labels: Tag campaign-related replies to keep your inbox organized.
• AI tools and prompt shortcuts: Access various AI-powered utilities to assist your sales communication.

Using these commands helps you respond faster and maintain a well-organized inbox, ensuring no prospect gets overlooked.

Managing Emails with Toolbar Actions

Beyond the Command Palette, the toolbar within each email provides quick buttons to manage your messages effectively. This includes moving emails to specific folders or toggling their read/unread status to keep your inbox tidy and prioritized.

How to use the toolbar

1. Open an email within the Unified Inbox.
2. Click the toolbar icons to:
   • Move the email to a folder of your choice.
   • Mark the email as read or unread to track your progress.
3. Use these actions regularly to maintain a clean and manageable inbox.

Tips for Maximizing Productivity with the Unified Inbox

To get the best results from the Unified Inbox, consider the following best practices that combine AI automation with manual management to optimize your sales workflow.

1. Enable AI Auto-Labeling: Let the system automatically categorize incoming emails to save time and reduce clutter.
2. Use Command Palette Shortcuts: Familiarize yourself with keyboard commands to speed up common tasks.
3. Regularly Clean Your Inbox: Move or archive emails after action to keep your inbox focused on what matters.
4. Delegate Conversations: Assign emails to team members to ensure timely and expert follow-up.
5. Leverage AI Replies: Use AI-generated drafts to maintain professional and personalized communication efficiently.

By integrating these habits, you can maintain a high level of organization and responsiveness in your sales outreach.