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Unified inbox

A unified sales inbox for email, LinkedIn and WhatsApp

Replies from every channel land in one queue, already classified, with an AI draft ready. Work it from the keyboard, send what you approve and nothing else.

Email

Can you send pricing for ten seats?

LinkedIn

Sounds good. Thursday afternoon?

WhatsApp

Not now, try us again in spring.

Action required3
  • Nadia FerreiraDraft

    Information Requested

  • Hannah WeissDraft

    Meeting Requested

  • Omar HaddadDraft

    Not Required Right Now

Hannah Weiss replied on LinkedIn. Her other steps stop:Email follow-up 2cancelledWhatsApp message 1cancelled

Action required

One queue instead of three tabs

Stop checking Gmail, LinkedIn and WhatsApp in turn. Anything that needs a person is in Action required, with a count in the sidebar.

agentsdr.your-company.com/crm/actions

Action required

Every reply the AI has classified, with the answer it drafted. Approve, edit or reclassify.

In the queue

23

replies and follow-ups due

Drafts to review

11

written by your model

Follow-ups due

4

past their due date

Errors

0

nothing failed today

Queue

Newest reply first. Hover a reply or a draft to read it whole.

  • What a row says

    Each row names what it needs: an immediate reply, a follow-up due, a classification to confirm, a next step or an error.

  • Filter by what matters

    Action type, category, channel and due time (Overdue, Due today, Upcoming), plus subcategory, sequence and errors only.

  • Draft inline

    Open a row's draft in place, see the message it answers and send as written, edit, regenerate with a note or discard.

Keyboard-first

Clear the queue without touching the mouse

Triage is a few keys: move, open, read the draft, send. Moving focus never opens a conversation, so nothing is marked read by accident.

Triage

J, K, Enter, then the command palette

Walk the list with J and K, open a thread with Enter and jump anywhere with Command or Ctrl plus K. The same keys work in the Master Inbox, so muscle memory carries across channels.
  • J and K from anywhere outside a text field
  • Enter opens the thread, Escape returns to the list
  • Command or Ctrl plus K for pages and actions
  • J: Next conversation

    Moves focus down the list from anywhere outside a text field. ↓ does the same inside the list.

  • K: Previous conversation

    Moves focus up the list. Moving focus never opens a thread, so nothing is marked read by accident.

  • Enter: Open the thread

    Opens the focused row, with the lead's message and the AI draft beside it.

  • Esc: Back to the list

    Leaves the thread and returns focus to the row you were on. On a phone it closes the thread.

  • ⌘ + K: Jump anywhere

    The command palette finds pages and actions. Ctrl+K on Windows and Linux.

  • ⌘ + Enter: Send the reply

    Sends from the email composer once you have read the draft. Ctrl+Enter on Windows and Linux.

You stay in control

A draft is a proposal, never a send

The AI reads, classifies and writes. A person sends. There is no auto-reply mode to turn on by accident.

Review

Approve, edit, regenerate or discard

The lead's message is quoted next to the draft. Pick the account it goes out through, change a word and send, or tell the AI what should change and regenerate. A badge says Ready to send, Out of date or Draft failed.
  • Approve & send sends the draft exactly as written
  • Knowledge used shows the excerpts behind a claim
  • Do Not Contact blocks sending until a person clears it

Cross-channel

A reply on one channel quiets the others

When a lead answers on LinkedIn, their pending email follow-ups and WhatsApp steps are cancelled, and they are marked Replied. You never email someone who just wrote to you on another channel.
  • Pending steps on every channel are cancelled
  • Drafts made before the reply are marked Out of date
  • The new reply is classified from scratch

What a reply sets in motion

  1. 1The reply is stored on the lead's one CRM record
  2. 2The AI classifies it and writes a draft
  3. 3Email, LinkedIn and WhatsApp campaign steps stop
  4. 4It appears in Action required for you

Per-channel inboxes

And each channel keeps its own inbox

The queue is for deciding. When you want the whole thread, or mail from people outside your campaigns, each channel has its own view.

  • Email · Master Inbox

    • Folders for Inbox, Replies and To approve, plus Important, Out of office, Sent and Scheduled
    • Search and filter by lead, campaign, mailbox, status and time
    • Delivery failure reports are suppressed, not shown as replies
  • LinkedIn · Messages

    • Replied, Needs reply and All, with who is waiting on you first
    • Filter by campaign, sender, last activity and CRM category
    • The AI draft sits above the reply box, marked on the list
  • WhatsApp · Messages

    • Chats on every linked number, each message tagged lead, AgentSDR or phone
    • What you type on your phone counts as answering the lead
    • Replies from leads known by phone land on their CRM record
agentsdr.your-company.com/linkedin/messages

Why it works

Built for people who answer replies all day

  • One record per lead

    Replies on three channels, one timeline, one classification.

  • Drafts ready on arrival

    Classification and a grounded draft are done before you open the row.

  • Fast to clear

    Move, open, approve and send without leaving the keyboard.

FAQ

Questions, answered

What is a unified sales inbox?

One queue for the replies to your outreach, whichever channel they arrive on. In AgentSDR that queue is Action required: email, LinkedIn and WhatsApp replies, each classified and with an AI draft ready to review.

Which channels does the inbox cover?

Email from your connected Google Workspace mailboxes, LinkedIn conversations from accounts connected through Unipile, and WhatsApp chats on numbers linked through Unipile. A lead who replies on two channels still has one record.

Does the AI send drafts automatically?

No. A draft stays a draft until a person clicks Approve & send, or Save & send after editing it. A newer reply from the lead marks an unsent draft Out of date, so a stale answer is not sent by mistake.

Are there keyboard shortcuts?

Yes. J and K move down and up the conversation list, Enter opens the focused conversation, Escape returns to the list, Command or Ctrl plus K opens the command palette, and Command or Ctrl plus Enter sends from the email composer.

What happens to my other sequences when a lead replies?

They stop. A reply on any channel cancels the lead's pending email, LinkedIn and WhatsApp campaign steps, marks them Replied and makes any draft waiting for them out of date, because the conversation has changed.

Do messages from people I never contacted show up in the CRM?

They are stored in the channel's inbox so you can read them, but they create no CRM record and no work in Action required. Only people you enrolled in outreach create CRM work.

Every reply, one queue, your call

Connect your channels, bring your own AI key and answer replies from one place. Open source, self-hosted, no seats.