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Agentic chat

Learn how to perform actions in Reply by sending requests in chat

Written by Tania

Agentic chat is an AI assistant built into Reply that helps you complete common tasks and find information across your account. Simply send a message describing what you want to do, and Agentic chat will perform the action or provide the information you need.

It helps you work with sequences, contacts, Inbox activity, analytics, tasks, and settings. It can also search the internet and use the information it finds to answer questions.

💡 Important: Some actions cannot be completed in Agentic chat (for example, billing changes or account ownership updates). In these cases, Agentic chat will explain why and show where you can complete the action in Reply. If available, it will also include a direct link.

To use Agentic chat:

  1. Click Agentic chat in the left menu panel.

  2. Send your request in the chat.

  3. Confirm the action if prompted.

💡You can send up to 100 messages per day in Agentic chat.


What Agentic chat can do

Agentic chat supports a wide range of actions across your account.

Area

Supported actions

Sequences

  • Search/list sequences

  • Start or pause sequences

  • View sequence steps and their content

  • View sequence statistics

  • Compare sequence performance

  • Assign email and LinkedIn accounts to sequences

  • Add contacts to a sequence

  • Change a contact's status in a sequence

  • Assign a schedule to a sequence

  • Troubleshoot common sequence errors

  • Update general sequence settings

  • Update call step settings

  • Update task step settings

  • View the sequence's daily email counter, including emails sent today and the daily limit

  • Remove a contact's email account assignment within a sequence and reassign contacts to a different mailbox

  • Diagnose why a sequence isn't sending

Contacts

  • Search contacts by email or LinkedIn URL

  • Filter/list contacts by list, sequence, or search term

  • Create and update contacts

  • Change owner

  • View contact activity

  • Blacklist contacts

  • Mark contacts as replied

  • Search contact lists

  • View & manage contact custom fields

  • View contact stages

  • Get & update contact handling rules

  • Get & update the contact enrichment mode

  • Update contact stages, including renaming, recoloring, and changing descriptions

  • Bulk mark contacts as replied or clear the replied flag

Blacklist

  • View blacklisted domains

  • Add domains to the blacklist

  • Remove domains from the blacklist

Inbox

  • View Inbox threads and replies

  • Reply to threads

  • Update Inbox categories

Email accounts

  • List all your connected email accounts & their status

  • Update sender name

  • Update safety limits (daily limit, delays, ramp-up)

  • Update an email signature

  • Update opt-out settings

  • Add or remove tags on mailboxes

  • Delete an email account

  • View & update workspace email and deliverability settings (BCC, forwarding, open tracking, auto-validation, OOO reply handling)

  • View full email account details, including connection information, limits, ramp-up, signature, opt-out settings, tags, and sent-today counters

  • View sending domains and their setup/DNS status in a domain-grouped view

  • View and manage email warm-up, including checking status, enrolling, and removing accounts

  • Regenerate an opt-out message suggestion

  • List sequences assigned to a specific mailbox

  • View email notification settings, including report frequency, error reports, token-expiry alerts, and contact limit warnings

  • Update email notification settings

  • View email validation settings, including credits and auto-validation status

LinkedIn accounts

  • List all connected LinkedIn accounts & their status

  • Enable or disable a LinkedIn account

  • Update daily safety limits for LinkedIn actions

  • Update auto-revoke settings for pending connection requests

  • Link or unlink a voice profile

  • Remove a LinkedIn account

Billing

  • View your workspace plan, subscription status, and feature capacity/usage

Accounts

  • Get an account stages list

  • Get & update account enrichment settings

Schedules

  • List schedules

  • View schedule details

  • Create a new schedule

  • Update an existing schedule

  • Set a schedule as the default one

  • Delete a schedule

Tasks

  • List tasks

  • Create tasks

  • Complete tasks

Calls

  • View workspace call settings, including team calls, call recording, and recording consent

  • Update workspace call settings

  • List team members with Cloud Calls access

  • Enable or disable Cloud Calls access for individual team members

Integrations

  • List CRM and system integrations and view their connection status, including Salesforce, HubSpot, Pipedrive, and others

  • View integration sync configuration and field mappings

  • Update integration field mappings

  • Connect an integration and get the authorization link

  • Disconnect an integration

Triggers

  • List automation triggers

  • View trigger details

  • Create triggers

  • Update triggers

  • Enable or disable triggers

  • Delete triggers

Meetings

  • View Google Calendar and Calendly connection settings

  • Get your public booking link

  • Disconnect a meeting calendar account

Call resolutions

  • List call resolution labels

  • Create, rename, or delete custom call resolutions

Team

  • Search team members

Beta features

  • View beta features available to the workspace

  • Opt the workspace in or out of beta features

Account settings

  • View and update your own account settings, including name, company, title, phone number, and timezone

AI SDR Offers

  • List offers

  • View offers

  • Create and update offers

  • Generate an offer from a website

  • Attach an offer to a sequence

AI SDR Playbooks

  • List playbooks

  • View playbooks

  • Create and update playbooks

  • Duplicate playbooks

  • Attach a playbook to a sequence

AI SDR Knowledge base

  • List knowledge bases

  • View knowledge bases

  • Create and update knowledge bases

  • Add/Remove a URL source

  • Attach a knowledge base to a sequence

AI SDR Reply handlers

  • List reply handlers

  • View reply handlers

  • Create and update reply handlers

  • Delete reply handlers

AI SDR Re-engagement cards

  • List re-engagement cards

  • View re-engagement cards

  • Create and update re-engagement cards

  • Delete re-engagement cards

AI SDR Pending approvals

  • List pending approval drafts

  • Approve drafts

  • Regenerate drafts (with optional feedback)

  • Reject drafts

  • Set sending mode (Approval or Automatic)

Here are a few examples of requests you can send:

  • Pause the Cold Outreach Q2 sequence

  • Show open rates for the last 7 days

  • Approve all pending approvals in the SaaS founders sequence


Agentic chat settings

You can adjust Agentic chat settings to match your preferences.

To access them, click the ⚙️ icon in Agentic chat.

You can configure:

  • Chat position – choose whether the chat opens on the left or in the center

  • Allow destructive actions – when disabled, Agentic chat will ask for confirmation before actions such as pausing sequences, deleting records, or making bulk updates

  • Sound notifications – play a sound when an action is completed


Connect Slack

You can connect Slack to send requests to the Reply AI Slack bot directly from your Slack workspace.

To connect Slack:

  1. Go to Agentic ChatSettings.

  2. Click Go to Integrations.

  3. Find Slack and click Connect.

  4. Allow the required permissions.

Once connected, you can start sending requests to the Reply AI Slack bot directly from Slack.

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