Review replies across campaigns in Unibox
Use Unibox to review incoming email conversations from connected sender accounts. Filter by campaign, sender, unread state, or reply label where available, then open the thread and check the recipient, latest message, and linked lead status.
Classify the conversation and set a next step
- Read the full thread and confirm which contact and campaign it belongs to.
- Set the conversation status using the labels available in your workspace.
- Reply or schedule a reply only after checking the message and recipient context. You can also review an AI suggestion before using it.
- Add a CRM note, assign an owner, or create a task when another person needs to follow up.
- Open the CRM record and confirm the status, owner, and next action are visible.
Reply labels and CRM actions depend on workspace access. A positive reply still needs review against your team’s qualification criteria before you create an opportunity. Use the CRM and Unibox guide for the current steps.
Use an AI agent with review
An AI agent can support a repeatable reply-related job when its instructions, tools, and permissions fit that job. Review its output and the recipient context before changing a CRM record or sending a message. See how to create and review an AI agent.