On the left sidebar, open the “Messages” section to access a unified space with all conversations from every connected sender profile at once. Alternatively, you can switch to a specific profile if needed (1). At the top of the main page, there are 2 sections:
Inbox - here you’ll see conversations after a contact has replied to your message.
Outbox - displays all outgoing conversations.
Above the conversations, there are pipeline stages(2). Each conversation shows indicators for unread messages (3) and automation pauses (4).
You can filter conversations by:
Automation name
List where the contact is stored
Assigned tag
Communication channel
Last message (inbox or outbox)
Unread messages
Status: “Automation paused after reply”
Additionally, you can hide sender profiles that are not involved in automation.
When you open a conversation, you’ll see the full chronological history of all interactions with that contact. If you’re working across LinkedIn and Email at the same time, messages from both channels will appear in order of receipt. In the message input window, you can select the sender profile (1) to send from, choose the channel (2) (Email, LinkedIn, or InMail), and attach a file (3).
You can also highlight any part of your text to activate the “ask AI” feature, which allows you to get AI assistance, for example, to shorten or rewrite your draft.
If you need to reply to a contact within the same email thread instead of starting a new one, scroll up to the desired message and click “Reply.” The subject line and previous thread will load automatically. Start typing your reply directly under the subject line.
*Do not delete or modify the pre-loaded history - it serves as a log to ensure your reply goes into the correct thread. This formatting is required by external email providers. Once the message is sent, the log will be hidden, and the recipient will see a clean, properly formatted email.
The right panel contains detailed contact information:
Full name
Job title
LinkedIn profile link
Email address
Phone number
Location and workplace
Below the contact’s name, you’ll find a “Unpause Automations” button, which allows you to continue the sequence if, for example, their reply does not require manual handling.
Clicking the three dots next to the contact’s name allows you to:
- add/remove them from automation;
- mark messages as unread;
- export via webhook;
- add to stop-list;
- delete the contact.
Further down, you’ll also see:
- current stage in the pipeline;
- list the contact belongs to;
- tag management block;
- values of custom variables (if assigned).
Also, you'll find additional tabs in an active conversation:
Overview - all contact information imported into Grinfi.
Activity - full interaction history.
Notes - add and store notes for the contact.
Tasks - track automatic actions + create manual tasks for the contact (outside automation rules or after automation is complete). Manual tasks require additional user confirmation before execution. Confirmation happens in the Tasks section on the left sidebar, where all manual tasks are listed.
For more details about manual tasks, take a look at the dedicated guide.
