Triage email replies in Unibox
Unibox lets teams review incoming conversations, apply workspace reply labels, and record follow-up in CRM. Read each thread before deciding whether it needs a response, an owner, a task, or no further action.
A practical reply review
- Filter Unibox by campaign, sender account, unread state, or reply label where available.
- Open the thread and confirm the recipient, campaign, latest message, and linked lead status.
- Read the full conversation, then choose the status that matches your workspace’s labels.
- Reply or schedule a response only after checking the message and recipient context. Review any AI suggestion before using it.
- Add a note, assign an owner, or create a CRM task when follow-up is needed.
- Reopen the CRM record to check that the status and next action were saved.
Decide what qualifies for follow-up
A positive reply is a prompt to review the conversation, not an automatic qualification. Apply your team’s criteria before creating an opportunity. Check opt-outs and other contact restrictions before any further outreach. The CRM and Unibox guide explains the available status and task steps.
For repeatable reply work, an AI agent may help draft or organize a task when configured for that job. Review its instructions, permissions, and output before it changes records or sends messages; see create and review an AI agent.