Inbox is an automated mechanism that sorts replies by different categories. It helps you quickly find contacts who are interested in your offer and reply to them manually. You can reply to their email via the Inbox tab, however, further responses to and from the prospect will not be reflected in the thread. This means that you cannot fully substitute your original email inbox with the Inbox tab on Reply.
These are the default categories in your Inbox (you can also add custom categories, but without setting keywords for them):
Do not contact
In addition, you can use the Unread filter above the category list to quickly access unread emails and mark selected threads as read/unread:
This category is automatically assigned to prospect replies to emails from Reply sequences that include the intent to schedule a meeting. The category is assigned by our AI algorithm primarily based on the email text. This allows you to quickly identify all the prospects interested in meeting with you. You can then send them an email with a calendar link to book a meeting (read the section that follows to learn how to automate the flow).
Important: The Meeting category is the only category that can be set at the same time as any other Inbox category, both automatically and manually. This means that a reply can be categorized, for example, as both Interested and Meeting.
How you can automate meeting booking flow using Meeting category
After Reply detects the intent to schedule a meeting, your next moves are:
Create a meeting trigger so that contacts with a reply that has the intent to have a meeting with you are moved to a separate sequence:
Set up the trigger as follows:
When: Inbox category set for reply
If: Inbox category equals Meeting
Then: Move to sequence (and select a sequence)
Make sure to save the trigger.
In that sequence, create a template for an automatic or manual email, depending on your needs, that includes a Reply meeting booking link:
Add a manual step to the sequence, and then you can check the outgoing email before sending and send it manually with the meeting booking link. The algorithm is not perfect and this will allow you to minimize mistakes
Add an automatic email step to have Reply send your emails with meeting booking links right away. Use the automatic email step when scale and volume are important to you and you don't have time to check outgoing emails before sending them.
Other options to use inbox sorting results:
Reports tab. You can see the percentage from all replies in sequence as Interested.
Zapier. You can filter contacts by Interested using the New Email Replied trigger.
Integrations. Update contacts in your CRM using native integrations.