Getting started with Master Inbox

When you first log into Master Inbox, there are four steps to get up and running:

1. Create a workspace

2. Add a channel

3. View your unified inbox

4. Customize your views and filters

Step 1: Create a workspace

A workspace represents one team or one client. Agencies typically create one workspace per client, while internal teams create one workspace per sales or GTM team.

1. Click the Settings icon in the bottom-right corner.

2. Go to Workspaces under Workspace Settings.

For detailed instructions including cloning and switching workspaces, see How to Add a Workspace.

Step 2: Add a channel

Channels connect your email accounts and LinkedIn to Master Inbox so replies sync into your workspace.

1. Go to Settings.

2. Click on Channels.

3. Click Add a channel.

For detailed instructions including bulk uploads and Auto CC/BCC, see How to Add a Channel & Auto CC/BCC.

Once connected, the channel will start syncing replies into your workspace automatically.

Step 3: View your unified inbox

After adding channels, your LinkedIn DMs and email replies appear together in a single inbox. Go to Inboxes from the main navigation to see all conversations in one place.

Master Inbox groups conversations into master threads — unified conversation histories across campaigns, subject lines, and channels — so you always have full context when responding.

Step 4: Customize your views and filters

Your inbox comes with two default views:

• Need Reply — Conversations where the last message is from a prospect and requires your response

• Follow Up — Conversations marked for follow-up

You can edit these views or create your own to match your workflow. To edit a view:

1. Click the dropdown arrow next to the view name (e.g., Need Reply).

2. Select Edit view.

3. Adjust the filters — for example, "Last Message From equals Prospect."

4. Click Apply Filter.

You can also duplicate views, copy them to other workspaces, reorder them, or delete them from the same dropdown menu.

For more on building custom filters, see How to Set Up a Filter in a Workspace.

Next steps

Now that your workspace is set up and your inbox is running, you can start improving how you manage and respond to replies.

Here are a few powerful features to explore next:

• Create a Reply Agent to automatically draft or send responses based on incoming messages → See: How to Create a Reply Agent

• Use labels to categorize replies (e.g., Interested, Not Interested, Out of Office)
  → See: How to Create a Label

• Create reusable email or LinkedIn templates for common replies → See: How to Create an Email Template

• Connect your outbound tools

  Sync replies from platforms like Smartlead or Instantly directly into your inbox
  → See: How to Add an Integration

• Use webhooks for advanced workflows

  Send real-time data and trigger actions in other tools
  → See: How to Add a Webhook