Email inbox

The Master Inbox is one place to read the email that arrives in all your connected mailboxes, instead of opening each Gmail account. It is where replies to your campaigns land, and it is how a reply gets from a mailbox into the AI CRM. Open it from Email → Inbox.

​

What lands here

When Gmail tells AgentSDR a mailbox has new mail, the message is stored in the inbox. Two kinds of sender are treated differently:

• Someone you have emailed in a campaign. The message is stored here and also sent to the CRM as a reply from that person. That is what creates work in Action required.
• Anyone else. The message is stored here so you can see it, but it creates no CRM record and no CRM work.

Two kinds of mail are handled before they reach the list:

• Delivery failure reports (bounces) are not shown as replies. They mark the failed address as bounced and suppress it. See Email campaigns. If a report cannot be read, it stays in the inbox so a person can look at it.
• Messages from the mailbox itself are skipped.

​

Folders

The tabs above the list are the folders. Inbox, Replies and To approve are always visible. The rest are under More. Search with Search emails, leads, or click Filter to narrow by lead, campaign, mailbox, lead status, status group (Interested, Not interested, Wrong POC, Other) and a time range (All time, Today, Yesterday, Custom). Click Apply filters to use your choices.

​

Read and reply

Select a conversation to read the thread. Long quoted history is folded behind Show quoted text, and long runs of older messages are folded into “N earlier messages”. The star on a message toggles Mark as important. To answer, click Reply. The composer has To, Cc, Bcc and Subject fields and basic formatting: bold, italic, a bullet list, highlight and links. The shortcut shown on the Send button is Command or Ctrl plus Enter. Replies are sent through the CRM, so they are recorded on the person’s conversation. It goes out on that existing conversation, and recipients you type into To, Cc or Bcc are ignored. A reply is only possible for contacts that have an active email conversation in the CRM, which means people you emailed from a campaign. A sender who is not in the CRM can be read here but not answered from here. Press Show details for the side panel: the contact, their company, links, and, if they are in the CRM, their category, stage, sequence and when the next action is due. Record opens the full CRM record.

​

Replies in the CRM

For people you have emailed, the reply is passed to the AI CRM. There it is classified, the person’s outreach sequences stop, and a reply may be drafted for you.

• The lead’s email campaign status becomes Replied and their queued emails are removed, so no further follow-ups go out.
• Any active LinkedIn or WhatsApp campaign enrollment for the same person is stopped too.
• The reply appears in Action required, with a category such as interested, not interested or wrong person.
• If the CRM drafts an answer, it shows in the thread as an AI-drafted reply. Click Review draft, edit it if you like, and click Approve & send. Choosing Don’t use draft discards it and returns you to a blank reply. Drafts wait in the To approve folder.

You can change the category from the contact panel to reclassify a reply. How categories, drafts and sequences behave is covered in Action required and CRM sequences.

​

Tasks and notes

Use the Add menu on a thread to create a Task or a Note about that lead. They are listed on two more pages, reached with the Tasks and Notes buttons at the top of the inbox.

• Tasks are follow-ups to do. Each has a name and Description, can be filtered by Pending or Done, and has Mark done and Reopen actions.
• Notes are things to remember about a lead, with a title and a Description.

Both pages let you search, create new items, edit and delete them (deleting cannot be undone). Items you add from a thread show the lead’s name in the list.

​

Related