Review incoming email conversations in Unibox, label their status, and record the next action in CRM. If an AI reply suggestion is available, read it alongside the full thread and recipient context before using it. A person remains responsible for sending the reply and deciding whether the conversation qualifies for follow-up.
Review and classify a reply
Filter Unibox by campaign, sender account, unread state, or reply label where available. Open the conversation, read the thread, and use the status labels provided by your workspace. Reply or schedule a reply only after checking its content and recipient.
Record the next action
Add a CRM note, assign an owner, or create a task when follow-up is needed. Check the CRM record to confirm the status and next step were saved. A positive reply is a reason to review the conversation; use your team’s criteria before creating an opportunity.
For current steps, see the CRM and Unibox guide. To configure and test repeatable AI work, read how to create and review an AI agent.
