What you can do
- See every channel in one place — email, LinkedIn, and WhatsApp conversations share one threaded inbox.
- Jump straight to what needs you — the Needs you view surfaces every conversation with a Sally draft waiting on your decision.
- Filter by mode — switch between All, Autopilot (agents handling replies end-to-end), and Co-Pilot (agents drafting, you approving).
- Approve, edit, or skip AI drafts — Sally writes replies from the full thread context; you keep the final say.
- Rewrite a draft in one click — apply a Warm, Direct, or Brief tone and Sally regenerates it instantly.
- Reply by hand — write directly into any thread when you’d rather take it yourself.
- Read context without leaving — Sally’s reasoning, contact details, lead score, company intel, and deep research sit in a side panel.
- Search — find conversations across the inbox, or search within a single thread.
- Filter by date and contact, and archive (or restore) conversations to keep the queue clean.
How the inbox is organized
The left rail has three filter axes that combine to show exactly what you need:- Mode — a switch between All, Autopilot, and Co-Pilot. Hover a segment to preview its total count for the channels you currently have selected.
- Channels — open the dropdown and check any combination of Email, LinkedIn, and WhatsApp. Each channel shows a live count scoped to the current mode.
- Views — status folders: Needs you, Unreplied, Sent · 24h, and Archived.
Collapse the left rail to a compact icon strip using the chevron at the top, giving the conversation thread more room. Your choice is remembered between sessions.
How to approve a draft
1
Open Needs you
Select Needs you in the left rail to see all conversations with a pending AI draft. Any row marked AI DRAFT has a reply ready and waiting for your decision.
2
Pick the conversation
Click a row to open the full thread on the right. The composer below the thread shows Sally’s draft under the SALLY DRAFTED · EDIT BEFORE SENDING label, along with a confidence percentage indicating how well Sally thinks the draft fits the conversation.
3
Review Sally's read
Open the side panel’s Sally tab to see how the draft was written — how many prior messages it drew on and which automation it belongs to. Switch to Contact for the lead score and company details, or Research for persona and company deep research.
4
Send it
Click Approve as-is to send the draft unchanged, or edit the text in the composer first and click Edit + send. Either way, the message sends through the correct channel and the conversation advances automatically.
How to adjust a draft’s tone
1
Open a drafted conversation
Open any conversation that has a pending Sally draft in the composer.
2
Pick a tone preset
Use the Warm, Direct, or Brief presets in the composer header — they also appear under Suggested tones in the Sally side panel. Sally rewrites the draft in place as soon as you select one.
3
Send or keep editing
Tweak the regenerated text if needed, then click Edit + send. Use the ↻ regen button to ask for a completely fresh take without changing the tone.
Tone presets and the regenerate button only apply to Sally-drafted replies. On a hand-written reply, they’re disabled.
How to reply by hand
You can always reply manually to any thread — hand-written replies are fully supported alongside AI drafts, and Sally’s side panel stays available for context even when you’re writing yourself.
1
Open the conversation
Click any conversation in the list. If there’s no AI draft, the composer shows a WRITE A REPLY prompt.
2
Write your reply
Type into the composer. For email threads you can also update the Subject line before sending.
3
Send
Click Send via email, Send via LinkedIn, or Send via WhatsApp — the button label always names the channel of the open thread so there’s no guessing.
How to find a conversation
1
Search the inbox
Use the Search conversations box at the top of the left rail and press Enter. Results match across contact names and message content. Clear the search with × to return to your current view.
2
Filter by date or contact
Open the Date section in the rail to filter by a date range — last activity, created date, or last message. Inside a list view you can also narrow results to a single contact.
3
Search within a thread
With a conversation open, use the Search this conversation field above the messages to find a specific message. Use the All / Sent / Replied pills to filter the thread to just the messages you sent or just the replies you received.
How to archive and restore
1
Archive a conversation
Open a conversation and click Archive in the thread header. It moves out of your active views into the Archived folder.
2
Restore a conversation
Open the Archived view in the left rail, pick the conversation, and click Unarchive to return it to your active inbox.
Sally’s side panel
The side panel to the right of the conversation thread gives you everything you need to reply with confidence, without opening another tab.Sally tab
Sally’s reasoning for the draft — how many messages it drew on, which automation owns the conversation, and confidence score.
Contact tab
The lead’s AI score (0–100), title, company, email, phone, location, and timezone. Higher scores signal hotter leads to prioritize.
Research tab
Deep research on the prospect’s persona and company — intent signals, recent news, and context Sally used to craft the draft.
Toggle the panel
Use Show Sally / Hide Sally in the thread header to toggle the panel. On narrow screens it becomes a slide-over drawer; press Esc to close it.
FAQ
Where do conversations in the inbox come from?
Where do conversations in the inbox come from?
They’re real replies to your outreach — emails, LinkedIn messages, and WhatsApp threads tied to your prospects and automations. Every response to a sequence or campaign you’re running arrives here automatically.
What's the difference between Autopilot and Co-Pilot?
What's the difference between Autopilot and Co-Pilot?
In Autopilot mode, agents handle replies end-to-end without you needing to approve each one. In Co-Pilot mode, agents draft the reply but wait for you to approve, edit, or skip it before anything sends. The Mode switch in the rail filters the inbox to either mode, or to All.
What does 'Needs you' show?
What does 'Needs you' show?
Every conversation where Sally has a draft ready for your decision or you still owe a reply. When it’s empty you’ll see “Inbox zero. Nice.” — there’s nothing waiting on you.
The conversation list is empty — why?
The conversation list is empty — why?
If no channels are checked, you’ll see a No channels selected message — pick at least one channel in the rail dropdown. Otherwise, the active view or your search and date filters may simply have nothing matching; clear them to widen the list.
Does editing a draft keep an audit trail?
Does editing a draft keep an audit trail?
Yes. When you edit and send a Sally draft, your changes are saved against the original approval before the message sends, so the record always reflects what actually went out.
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