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Open the Inbox, start at “Needs you”, and clear it from the top. Every row in “Needs you” has one primary action at the bottom of the thread. This page walks through each of them.

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The routine

1

Open the Inbox

Sidebar, Inbox. Leave the scope on Mine to see your own conversations. Use the channel tabs to narrow to Email, LinkedIn, or WhatsApp.
2

Start with meeting requests

Rows tagged Schedule are prospects who asked to meet. Open one and click Send link. Guhan creates a booking link and sends it in the thread. See Meetings.
A meeting request: Schedule waiting, with Send link at the bottom

A meeting request: Schedule waiting, with Send link at the bottom

3

Approve drafts

Rows tagged Approve have a drafted reply waiting. Read it, then click Approve & send, or Edit to change it first, or Reject to discard it.
A drafted reply waits at the bottom: Edit, Reject or Approve & send

A drafted reply waits at the bottom: Edit, Reject or Approve & send

4

Take over the rest

Rows tagged Take over are yours to write. Click Take over, then reply in the composer at the bottom.
A conversation Guhan handed to you: Take over or Assign to

A conversation Guhan handed to you: Take over or Assign to

5

Acknowledge the FYIs

Rows tagged FYI need no action. Click Got it to clear them.
An FYI conversation: nothing needs sending, just acknowledge it with Got it

An FYI conversation: nothing needs sending, just acknowledge it with Got it

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What each button does

Sends the drafted reply from the same sender account that started the conversation. To change the wording first, click Edit. The draft opens in the composer, and Approve & send sends your version.
Discards the draft. Nothing is sent.
Makes the conversation yours and stops every automated sequence running on that same thread and channel. This is deliberate: an automated message arriving in the middle of a human conversation reads as spam. Other channels for the same prospect keep running unless you take those over too.If you start typing in the composer on a conversation that is not yet assigned to you, the same thing happens.
Next to Take over. Pick a teammate and the conversation moves to their Inbox, still waiting for them to act.
When Guhan needs a choice from you, each option appears as a button. Hover an option to see why Guhan suggested it. Click one and Guhan carries on with your choice.
Acknowledges an FYI. No message is sent.
On a closed thread. Reopens it so you can reply.

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Keyboard shortcuts

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Who sees what

Conversations are tied to the sender account that sent the last message, so they show up for the person who owns that account. Mine shows your conversations. Anyone with permission to see every conversation can switch to Team.

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If something’s off

A message explains why. The most common cause is a sender account that needs reconnecting. Fix it under Settings, Sender accounts, then try again. See Sender accounts.
The conversation is assigned to someone else, or Guhan’s sequence is still running on it. Click Take over to reply.
If the prospect is in more than one campaign, each can draft a reply. When you send one, the other drafts for the same message are cleared automatically.

Inbox

How the Inbox is organized.

AI reply drafts

Reply policy and drafting.

Roles and permissions

Who can see and send what.