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Inbox

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

Channels

ChannelSource
EmailGmail and SMTP mailboxes
LinkedInHeyReach-connected LinkedIn accounts
SMSConnected phone numbers
ChatWeb chat conversations
CallsCall results with transcripts and dispositions

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

All emails are shown in threaded conversation view with full message history.

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

Send and receive SMS messages from the Inbox:

  • Select a phone number to send from
  • Compose and send messages or save as drafts
  • View conversation history per contact

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

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:

OperationWhat It Does
Change toneRewrite as professional, friendly, casual, assertive, empathetic, or urgent
Fix grammarCorrect spelling and grammar
Change objectiveReframe toward: book meeting, follow up, re-engage, provide value, handle objection, close deal
ExpandAdd more detail to a short message
ShortenCondense a long message
Change personaRewrite as SDR, growth manager, account executive, customer success, or founder
Generate from scratchGenerate a full reply based on the conversation context

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

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

Next Steps