Navigate Threads Views

How to View and Reply to Messages

Follow these steps to quickly find the right messages and respond without missing anything.

Steps:

1. Click Label at the top of the inbox.

2. Select the relevant filter (for example: Interested, Needs Reply, Client Replies).

   • The message list updates instantly to show only relevant conversations.

This helps you focus only on messages that need action.

3. Click on the message you want to respond to; this area is called Threads, where you can view the full conversation along with the prospect's (the unique email address) details.

4. When you click on the message, you will find some options:

   • You'll see action icons at the top of the reply box: Refresh, Sync to HubSpot (If integrated) Labels, Mark as Unread, Archive, Trash, Activity logs

   

   • Use the Move To dropdown to move the conversation to another list item (Lead, Deal, Client, etc.).

   

   • Click the three-dots (⋯) icon to view prospect details.

Prospect Details Panel

This panel shows contextual information about the prospect taken from the conversation.

You can toggle it off at any time if you prefer a distraction-free view.

• Currently, it includes: Conversation details (message history, email, channel, subject)

• Prospect information enriched via Sales Intelligence can also be shown here
  (data pulled from tools like Clay, HeyReach, or other enrichment platforms)

5. Click Reply in the bottom-right corner of the message panel.

6. Type your response, or type # to insert a saved email template. See How to Create an Email Template to learn how to set up and manage templates.

7. To create an automated reply, click the Bot icon in the reply box.

Meeting Activity

Meeting activity appears directly inside the thread page. When a meeting is booked, rescheduled, or cancelled through Calendly or Cal.com integrations, the activity shows as a pill indicator inside the thread.

This helps teams track scheduling activity without switching tabs or checking external calendars manually.

Team Member Visibility

Inside the thread's "More Info" section, you can see which team member sent a reply, along with the sender name and sender email details.

Team member visibility works for both email and LinkedIn conversations.

This visibility helps with:

• Tracking who replied to prospects

• Improving visibility across shared inboxes

• Reducing confusion when multiple team members are handling replies

• Understanding conversation ownership more clearly

• Reviewing sender details without leaving the thread page

Personalization Tips

You can personalize replies using variables (for example, prospect name), adjust text formatting, add attachments, and include a signature using the toolbar above the reply box.

8. Review it if needed to ensure you're replying to the correct contact and click Send. The recipient email address is automatically filled in. No manual setup required in most cases.

Replies are sent automatically from the connected sender (email or LinkedIn).