On the left sidebar go to the “Messages” section to access a unified inbox that contains all conversations from all connected sender profiles. If needed, you can switch to a specific profile (1).
At the top of the main page, there are two sections:
Inbox – displays conversations where the contact has responded to your message.
Outbox – shows all outgoing conversations.
Above the conversations, you’ll find a pipeline view (2). Each conversation includes indicators for unread messages and an automation pause button (3).
You can apply filters to view conversations in which the contact hasn’t read your messages, identify conversations in which automation paused after a reply, or filter conversations by communication channels.
Also, you can hide sender profiles that are not involved in automation.
When you open a conversation, you’ll see a chronological history of all interactions with that contact. If you're using both LinkedIn and Email, messages from both channels will appear in order of receipt. In the text input window, you can select the sender profile (1) and choose the sending channel – email or LinkedIn (2). You can also attach a file (3).
After typing a message, you can highlight the text to activate the "ask AI" window, where AI can help rewrite or shorten your message. To reply within the same email thread (instead of creating a new email chain), scroll up to the previous response you want to continue and click "Reply". The subject line and previous conversation will automatically populate. Start typing your message directly below the subject line.
*This conversation does not need to be deleted or altered in any way. It serves as a log that enables you to send your message to the intended thread. The format you see is due to the characteristics of external email providers. After sending, this history will be hidden, and the recipient will receive the message as intended.
The right sidebar displays the contact’s details, including: name and surname, job title, LinkedIn profile link, Email address, phone number, location & company details.
Below the contact’s name, there is a "Unpause Automations" button, which allows you to continue the sequence if the response doesn’t require manual handling.
Clicking the three dots next to the contact’s name lets you: add/remove the contact from automation/mark messages as unread/delete the contact.
Below you can view:
current stage of the pipeline.
list where the contact is stored.
tag management section.
custom fields values assigned to the contact (if applicable).
In the active conversation window, you will find:
Overview – displays all imported contact data from Grinfi.
Activity – shows a full interaction history (messages + technical data).
LinkedIn – history of LinkedIn conversations.
Email – history of email conversations.
Notes – a section to add internal notes for the contact.
Tasks – allows you to track the execution of automated actions + create a manual task for a contact, which operates outside automation rules or after automation ends. (These tasks require manual confirmation before execution in the "Tasks" section on the left sidebar).
The Tasks section provides an overview of upcoming tasks/completed. tasks/canceled tasks.
