Why it exists
The Inbox shows today's work; this is the complete record. Find anyone, see who is waiting on us, and step into any thread to help or correct the AI.
How it works
- Filter by stage, by route (AI SDR or Webinar ladder) or by search. Waiting shows on us when the lead wrote after we last looked.
- Open a row for the timeline: their texts in white, the AI in green, a team member in dark.
- Reply from the box at the top. It goes out as you, and Enter sends.
- Take over pauses the AI and Resume AI hands back. Assign to AI moves someone off the webinar ladder, and the stage menu moves them along. Stop all marketing ends every automatic text and email to them.
- If the AI answered badly, click The AI got that wrong. Teach it and save the reply you wanted.
Works with
- Inbox: same conversations, sorted for today
- Contacts: Full contact record link
- AI personas: coaching examples guide the AI
Common questions
Does replying pause the AI?
No. Click Take over if you want it to stop answering until you resume it.
Why can I not text this person?
The box says why: no phone, they replied STOP, or no consent. Quiet hours (9pm to 8am their time by default) block a send unless you choose Send anyway.
Someone is rude to us. How do I stop all messages to them?
Click Stop all marketing at the top of their conversation and confirm. A red bar then says Marketing stopped. Nothing automatic reaches them after that, but a reply you type yourself still goes. Resume marketing in the same bar undoes it.
Does teaching the AI resend anything?
No. The example is used the next time a similar message arrives.