> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Review and Reply to Every Lead from a Unified Inbox

> Every reply across email, LinkedIn, and WhatsApp lands in one threaded inbox, with Sally's AI drafts ready for your one-click approval.

The Inbox is your unified reply queue. Every conversation your automations and outreach generate — across email, LinkedIn, and WhatsApp — lands here in a single threaded view, with Sally's AI-drafted replies waiting for you to approve, edit, or send. Instead of jumping between platforms or hunting for replies in separate tools, you handle everything from one place, with full context always within reach.

## 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**.

<Tip>**Needs you** is your action queue — every conversation where Sally has a draft ready or you still owe a reply. Start your day here to make sure nothing falls through the cracks.</Tip>

<Note>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.</Note>

## How to approve a draft

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>Not happy with a draft? Click **Skip** to dismiss it without sending, or type your own reply over it and click **Edit + send** to send your version instead.</Tip>

## How to adjust a draft's tone

<Steps>
  <Step title="Open a drafted conversation">
    Open any conversation that has a pending Sally draft in the composer.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>Tone presets are the fastest way to course-correct a draft that's almost right — one click and Sally rewrites the whole message while keeping the core intent intact.</Tip>

<Note>Tone presets and the regenerate button only apply to Sally-drafted replies. On a hand-written reply, they're disabled.</Note>

## How to reply by hand

<Note>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.</Note>

<Steps>
  <Step title="Open the conversation">
    Click any conversation in the list. If there's no AI draft, the composer shows a **WRITE A REPLY** prompt.
  </Step>

  <Step title="Write your reply">
    Type into the composer. For email threads you can also update the **Subject** line before sending.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to find a conversation

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to archive and restore

<Steps>
  <Step title="Archive a conversation">
    Open a conversation and click **Archive** in the thread header. It moves out of your active views into the **Archived** folder.
  </Step>

  <Step title="Restore a conversation">
    Open the **Archived** view in the left rail, pick the conversation, and click **Unarchive** to return it to your active inbox.
  </Step>
</Steps>

## 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.

<CardGroup cols={2}>
  <Card title="Sally tab" icon="sparkles" href="/communication/inbox">
    Sally's reasoning for the draft — how many messages it drew on, which automation owns the conversation, and confidence score.
  </Card>

  <Card title="Contact tab" icon="user" href="/communication/inbox">
    The lead's AI score (0–100), title, company, email, phone, location, and timezone. Higher scores signal hotter leads to prioritize.
  </Card>

  <Card title="Research tab" icon="magnifying-glass" href="/communication/inbox">
    Deep research on the prospect's persona and company — intent signals, recent news, and context Sally used to craft the draft.
  </Card>

  <Card title="Toggle the panel" icon="sidebar" href="/communication/inbox">
    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.
  </Card>
</CardGroup>

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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**.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="AI SDR Builder" href="/ai-agents/ai-sdr-builder" icon="robot">
    Build the agents whose replies land in your inbox.
  </Card>

  <Card title="Managing Agents" href="/ai-agents/managing-agents" icon="sliders">
    Tune autonomy and approvals for your agents.
  </Card>

  <Card title="Tasks" href="/communication/tasks" icon="list-check">
    Your daily action queue across calls, drafts, and follow-ups.
  </Card>

  <Card title="Social Engagement" href="/communication/social-engagement" icon="linkedin">
    Manage LinkedIn and social touches alongside the inbox.
  </Card>
</CardGroup>