Unibox — Unified Inbox

How Replies Get Here

When someone replies to a campaign email, the system detects it automatically via IMAP on the sending account. The reply is matched to the original campaign and lead using the Message-ID and In-Reply-To headers. The lead's status in the campaign automatically changes to "Replied," which stops any further sequence steps from being sent.

Simultaneously, the reply is analyzed by GPT-4o-mini for sentiment, interest level, suggested next action, and urgency. The analysis is stored alongside the reply so it's instantly visible when you open Unibox.

Auto-replies (vacation messages, out-of-office, delivery notifications) are automatically detected and filtered out — they're marked as read and never appear in Unibox.

Layout

Unibox uses a three-panel layout:

• Left Panel — thread list (all email conversations)
• Center Panel — email detail view (the selected conversation)
• Right Panel — contact details, actions, and metadata

On mobile, these panels stack and you navigate between them with tap/swipe.

Context Menu (Right-Click)

Right-clicking any thread in the list opens a context menu with quick actions:

• View
• Star / Unstar
• Mark as Read / Unread
• Category submenu → all 6 categories
• Add to Pipeline
• Archive
• Block Sender
• Delete

This enables rapid triage — you can categorize, star, and manage threads without opening each one.

Add to Pipeline Modal

From Unibox, you can convert any email contact into a Pipeline lead. The modal pre-fills available data from the email and the company database:

• Company search — type a company name or registration number to auto-complete from the 9M+ company database. Selecting a company pre-fills all known data.
• Contact Name — extracted from the email or entered manually
• Phone Number — if the company has multiple numbers, a dropdown lets you pick the right one. Shows Mobile/Landline type.
• Email Address — pre-filled from the reply, selectable if multiple found
• Website — pre-filled from the database, selectable if multiple domains
• Lead Status — New Lead, Contacted, Interested, Meeting Scheduled
• Priority — High, Medium, Low
• Estimated Revenue (€) — deal value estimate
• Source — Email Campaign, SMS Campaign, Website, Ads, Referral, Cold Call, Other
• Last Contacted — date picker (pre-filled with today)
• Next Contact — date and time picker (pre-filled with 7 days from now at 9:55 AM)
• Notes — pre-filled with industry and region from the database

The form is fully responsive — on mobile, fields stack vertically in a single column. Custom dropdowns use fixed positioning to prevent overflow clipping on smaller screens.

Workflow Tips

Daily Unibox routine for sales teams:

1. Check the top bar stats — how many new Interested, Callback, Booked replies today?
2. Filter by "Interested" category — handle the hottest leads first
3. For each interested lead: read the AI analysis, draft a reply (or use AI Draft), add to Pipeline if promising
4. Filter by "Callback" — set reminders for follow-up dates mentioned by prospects
5. Filter by "Not Interested" — quickly confirm the AI's categorization, no action needed
6. Use stars to flag threads that need manager input or special attention
7. Use tags to organize by deal stage, product interest, or team member

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