Inbox

The Inbox aggregates every conversation channel into a single view. Email threads, LinkedIn messages, SMS, chat, call results, and meetings all appear in one place — with AI tools to help you respond faster and follow up faster.

Channels

Channel	Source
Email	Gmail and SMTP mailboxes
LinkedIn	HeyReach-connected LinkedIn accounts
SMS	Connected phone numbers
Chat	Web chat conversations
Calls	Call results with transcripts and dispositions
Meetings	Calendar events enriched with transcript and account context

Universal Activity Timeline

The Activity Timeline shows all engagement events with a contact in one place.

Instead of viewing each channel separately, you can see everything in a single chronological timeline:

• Emails
• Calls
• LinkedIn messages
• Meetings

Each event is ordered by time, giving you a complete view of the interaction history across all channels.

Use the timeline to quickly understand where a conversation stands and what has already happened before taking your next step.

Email Management

Mailbox Setup

Connect Gmail or SMTP mailboxes to pull conversations into the Inbox. Each mailbox can be configured with:

• Sync frequency — how often to check for new messages (in minutes)
• Business hours — restrict syncing to business hours only
• Auto-respond — enable AI auto-responses
• Auto-tagging — automatically suggest tags on incoming messages
• Unread limit — number of unread emails to fetch per sync (1–100)

Filtering & Views

Filter your inbox by:

• Mailbox (specific email address)
• Campaign
• Tags (include or exclude)
• Status (sent, AI responded, draft)
• Date range
• Assigned user
• Starred (per-user flag)

All emails are shown in threaded conversation view with full message history. The filter tab bar scrolls horizontally when you have many active filters, so the rest of the inbox UI stays put.

LinkedIn Conversations

LinkedIn conversations sync via HeyReach. From the Inbox you can:

• View conversation history with any LinkedIn contact
• Send messages and InMails
• Create and manage drafts
• Mark conversations as read
• Filter by sequence, LinkedIn account, or date range
• Add and remove tags

LinkedIn Account Management

Manage your connected LinkedIn accounts directly from the Inbox:

• View account configuration
• Activate or deactivate accounts
• Update account settings

SMS

SMS is a full inbox channel with AI-powered composition and response tools.

• Filter tabs - switch between All, Unread, and Drafts
• Phone number selection - choose which number to send from
• AI composition - generate and refine SMS messages using copilot
• Draft management - save drafts, edit, or delete them
• Bounce handling - bounced numbers are automatically excluded from future sends
• Conversation history - view threaded message history per contact

SMS conversations appear alongside email and LinkedIn in the unified inbox view.

Chat (Web Chat & Internal Support)

Web chat conversations from the public widget and internal support chats appear in the Inbox as their own channel.

Starring Chat Conversations

Star important chat conversations to keep them surfaced:

• Click the star icon on any chat conversation card to flag it
• Use the Starred filter in the conversation list to see only flagged chats
• Stars are per-user — each team member has their own starred view
• Combine with tags and assignee filters to build focused inbox views

Composer

The chat composer in the inbox is the same one used by the public widget — it auto-grows as you type long messages, supports file attachments and voice notes, and persists drafts. See Web Chat for full composer details.

Call Results

Call results from the Dialer appear in the Inbox with:

• Disposition — booked, positive, neutral, negative, voicemail
• Transcript — full call transcription
• Duration — call length
• Tags — applied tags (manual or AI-suggested)
• Custom fields — additional call metadata

Meetings

The Meetings channel gives you a meeting-first inbox view built from calendar events. When graph8 finds a transcript, each meeting can be enriched with:

• Executive summary
• Key topics
• Action items and linked follow-up tasks
• Participant and account context
• Transcript status and manual transcript-linking tools

Use Meetings to prep for upcoming calls, review customer and prospect conversations, and catch meetings that still need transcript coverage.

AI Features

Message Composition

The AI can help you write and refine messages across any channel. Apply one or more operations in a single action:

Operation	What It Does
Change tone	Rewrite as professional, friendly, casual, assertive, empathetic, or urgent
Fix grammar	Correct spelling and grammar
Change objective	Reframe toward: book meeting, follow up, re-engage, provide value, handle objection, close deal
Expand	Add more detail to a short message
Shorten	Condense a long message
Change persona	Rewrite as SDR, growth manager, account executive, customer success, or founder
Generate from scratch	Generate a full reply based on the conversation context

Multiple operations can be combined in a single request (1 credit per transformation).

Booking Meetings from Inbox

You can book meetings directly from an active conversation.

Click the calendar icon in the conversation toolbar, select an available time, and confirm.

The meeting is automatically:

• Linked to the contact
• Added to your calendar
• Visible in the conversation history

AI-Surfaced Meeting & Booking Links

When the AI drafts a reply, it can automatically include the right scheduling link without you having to copy-paste:

• For contacts in an active deal cycle, the AI surfaces the AE’s calendar link
• For inbound interest, the AI uses your default routing form URL
• For follow-ups, the AI inserts the originally-shared booking link from earlier in the thread
• Links are pulled from your connected appointment configuration, not invented — so visitors always land on a working booking page

You can edit or remove the AI-suggested link before sending; the AI just removes the friction of finding the right URL.

Auto-Tagging

The AI suggests tags for emails, chats, and call results based on content analysis. Tags with a confidence score above 0.7 are recommended. Only tags marked as “AI-applicable” are considered.

Auto-Response

Mailboxes can be configured to auto-respond using AI. The system tracks who responded to each message:

• User — a team member replied
• Other — the contact or an external party
• AI — graph8 auto-responded

Workspaces

Organize your team’s inbox with workspaces:

• Create team workspaces with shared access
• Add members to a workspace
• Add shared mailboxes visible to all workspace members
• Role-based access (admin, member)

Tags

Tags help organize and filter conversations:

• Create tags with name, color, and description
• Mark tags as AI-applicable to include them in auto-tagging
• Apply tags to emails, LinkedIn conversations, chats, and call results
• Filter any view by tag

Blocked Senders

Block unwanted senders to keep your inbox clean:

• Block by email address
• Block directly from a conversation
• Blocked senders’ messages are automatically filtered out during processing

Tip

Set up auto-tagging early — it categorizes incoming conversations (interested, not interested, out of office, etc.) without manual effort. Use tags to build filtered views for your team’s daily workflow.

Next Steps

• Meetings → — Review meetings, transcripts, and follow-up work
• Sequencer → — Build automated outreach sequences
• Dialer → — Power dialer for outbound calls
• Web Chat → — Engage website visitors with live chat