What is the Unified CRM Inbox?
The Unified CRM Inbox (/crm/inbox) is Reachvo's centralized communication command center. It unifies all inbound and outbound prospect messages across LinkedIn direct messages (DMs/InMails) and connected email mailboxes (Google Workspace, Microsoft Outlook, SMTP/IMAP) into a single, real-time interface.
Instead of logging into multiple LinkedIn accounts and individual email inboxes, sales teams and agency operators can monitor conversations, execute rapid responses with AI assistance, attach documents, and initiate new conversations from any connected sending account.
┌────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Search conversations [ + New ] [ Sync ] │ Partners Reachvo [ LinkedIn ] [•••]│
├──────────────────────────────────────────────────────┤ [ View Profile ] │
│ [ All ] [ LinkedIn ] [ Email ] [ Unread (2) ] ├─────────────────────────────────────────────────────────────────┤
├──────────────────────────────────────────────────────┤ │
│ (HK) Himanshu Kamal 9/9/2026 │ [ Inbound: hello ] │
│ [in] Avyro │ 01:06 PM │
├──────────────────────────────────────────────────────┤ │
│ (PR) Partners Reachvo 9/9/2026 │ [ Outbound: Tester ] │
│ [in] Tester │ 01:07 PM │
├──────────────────────────────────────────────────────┤ │
│ (JE) jaro education 9/7/2026 │ │
│ [in] • Hi Devyansh, Many professionals in business...│ │
├──────────────────────────────────────────────────────┴─────────────────────────────────────────────────────────────────┤
│ [ Write a reply... ] │
│ [ Attach File ] [ AI Draft ] [ Send ] │
└────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┘
1. Unified Inbox Architecture & Core Benefits
| Feature | Description | Business Impact |
|---|---|---|
| Multi-Channel Consolidation | Streams LinkedIn DMs and Email replies into a single synchronized inbox view. | Eliminates tab switching and prevents missed prospect inquiries across diverse channels. |
| Instant Campaign Auto-Pause | Outbound outreach campaigns automatically detect inbound replies and halt scheduled sequences. | Prevents sending automated follow-up emails to prospects who have already responded. |
| Multi-Account Support | Manage multiple LinkedIn sender profiles and multiple mailbox accounts from one place. | Allows sales reps and account managers to represent multiple team members seamlessly. |
| AI Draft Assistant | Context-aware AI assistant that reads conversation history to synthesize high-converting replies in 4 persona tones. | Reduces response latency from hours to seconds while maintaining message quality. |
| Rich Attachments & Video | Supports document attachments up to 25 MB and embedded personalized video recordings. | Accelerates deals with personalized sales collateral, proposals, and async video walk-throughs. |
| Real-Time Live Sync | Automatic live synchronization ensures new messages appear instantly without requiring manual page reloads. | Keeps message threads synchronized without requiring manual page reloads. |
2. Conversation Navigation & Search
The left panel organizes all workspace communication threads:
┌──────────────────────────────────────────────────────────────────────────────┐
│ [ Search conversations... ] [ + New ] [ Refresh ] │
├──────────────────────────────────────────────────────────────────────────────┤
│ [ All ] [ LinkedIn ] [ Email ] [ Unread (2) ] [ Account Selector: All v ]│
├──────────────────────────────────────────────────────────────────────────────┤
│ (HK) Himanshu Kamal 9/9/2026 │
│ [in] Avyro │
├──────────────────────────────────────────────────────────────────────────────┤
│ (PR) Partners Reachvo 9/9/2026 │
│ [in] Tester │
├──────────────────────────────────────────────────────────────────────────────┤
│ (JE) jaro education 9/7/2026 │
│ [in] • Hi Devyansh, Many professionals in business are evaluating... │
└──────────────────────────────────────────────────────────────────────────────┘
Search and Filtering Tools
- Search Bar: Instant keyword search matching prospect contact names, company names, or message snippet text across all historical conversations.
- Channel Filter Tabs:
- All: Displays all unified email and LinkedIn message threads chronologically.
- LinkedIn: Filters exclusively to LinkedIn direct messages and InMails. When selected, an account dropdown appears allowing you to isolate conversations by specific connected LinkedIn profile.
- Email: Filters exclusively to cold email conversations. When selected, an account dropdown appears allowing you to filter by specific sender mailbox.
- Unread (N): Displays only threads containing unread inbound messages, with a real-time numerical count badge.
- Sync Inbox (Refresh Button): Triggers an on-demand synchronization job with your connected email and LinkedIn providers. A confirmation toast confirms:
Sync jobs dispatched to background queue, followed byInbox sync completedonce all mailboxes are processed. - Resizable Sidebar: Drag the vertical divider to adjust the conversation list width to your preferred layout (persisted across sessions).
Conversation Item Details
Each item in the list provides clear visual indicators:
- Contact Initials & Channel Badge: Displays prospect initials alongside a platform badge (LinkedIn blue badge or Email red envelope icon).
- Prospect Name & Company: Shows the CRM contact name and organization.
- Timestamp: Displays the date or time of the most recent interaction.
- Message Snippet: Displays a clean, sanitized preview of the latest inbound or outbound message.
- Unread Indicator Dot: A prominent purple dot highlights conversations requiring rep attention.
- Quick Action Menu (
•••): Hovering over any conversation reveals quick actions:- Mark as Read / Mark as Unread: Toggle thread status without opening it.
- Delete Conversation: Remove obsolete or spam threads from your inbox.
3. Active Conversation Thread
Selecting any conversation opens the full message history in the center workspace:
┌────────────────────────────────────────────────────────────────────────────────────────┐
│ Partners Reachvo [ LinkedIn ] [•••] │
│ [ View Profile ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────────────────┐ │
│ │ hello │ │
│ │ 01:06 PM │ │
│ └──────────────────────────┘ │
│ │
│ ┌──────────────────────────┐│
│ │ Tester ││
│ │ 01:07 PM ││
│ └──────────────────────────┘│
│ │
└────────────────────────────────────────────────────────────────────────────────────────┘
Thread Features
- Header Controls:
- Contact Name: Displays the full name of the prospect.
- View Profile: Direct link opening the prospect's LinkedIn profile in a new tab.
- Channel Badge: Indicates whether the active conversation is conducted over LinkedIn or Email.
- Thread Options (
•••): Quick access to conversation management options.
- Message Bubbles:
- Inbound Messages: Displayed on the left in clean neutral cards with exact send timestamps.
- Outbound Messages: Displayed on the right in primary colored bubbles with send timestamps.
- HTML Email Formatting: Email messages render sanitized rich text, signatures, and inline links safely.
- Collapsible Long Messages: Extensive message bodies automatically provide an expandable toggle (
Show More/Show Less) to keep long threads readable. - Attachment Chips: Files attached to messages appear as clickable download badges with file names and size indicators.
4. Replying to Messages (Composer & Attachments)
The response composer adapts automatically based on the conversation's active channel:
┌────────────────────────────────────────────────────────────────────────────────────────┐
│ [ Write a reply... ] │
│ │
│ ┌────────────────────────────────────────────────────────────────────────────────────┐ │
│ │ ATTACHMENTS (1) 1.24 MB / 25 MB │ │
│ │ [ product-deck.pdf (x) ] │ │
│ └────────────────────────────────────────────────────────────────────────────────────┘ │
│ │
│ [ Attach File ] [ AI Draft ] [ Send ] │
└────────────────────────────────────────────────────────────────────────────────────────┘
Channel-Specific Formatting
- LinkedIn Composer:
- Standard text area with automatic URL trailing space formatting to ensure links render as active previews on LinkedIn.
- Character counter supporting up to 50,000 characters per message.
- Email Composer:
- Full rich text editor supporting Bold, Italic, Underline, Bullet Lists, Numbered Lists, Blockquotes, and Hyperlinks.
File Attachments & 25 MB Limit
- Click the Attach File (paperclip) icon to upload documents, PDFs, slide decks, or images.
- Reachvo enforces a 25 MB total attachment limit per message to guarantee reliable delivery across all major email and LinkedIn gateways.
- A live quota indicator (
X MB / 25 MB) displays remaining capacity. - Remove individual attached files at any time before sending by clicking the
(x)on any attachment badge.
5. AI Draft Assistant
The built-in AI Draft Assistant analyzes the entire historical context of the active conversation to draft high-converting, professional replies in seconds.
┌────────────────────────────────────────────────────────────────────────────────────────┐
│ [ AI Draft Suggestion ] [ X ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ [ Thanks for following up! I would be glad to walk you through our platform demo next ] │
│ [ Tuesday at 2 PM EST. Let me know if that time works for your team. ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Tone: [ Professional (Selected) ] [ Friendly ] [ Direct ] [ Empathetic ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ [ Regenerate ] [ Use Draft ] [ Send Now ] │
└────────────────────────────────────────────────────────────────────────────────────────┘
How to Use the AI Draft Assistant (Step-by-Step)
- Open Conversation: Click on any prospect thread in your inbox.
- Trigger AI Draft: Click the AI Draft button (sparkle icon) in the bottom-left of the reply bar.
- Select Tone: Choose one of the 4 tailored communication personas:
- Professional: Formal, polished, and structured for enterprise B2B prospects.
- Friendly: Warm, conversational, and approachable for casual networking.
- Direct: Concise, clear, and action-oriented for busy executives.
- Empathetic: Understanding and consultative for objection handling and customer support.
- Regenerate or Modify:
- Click Regenerate to produce an alternative wording in the selected tone.
- Edit the draft text directly inside the suggestion box if minor tweaks are needed.
- Dispatch or Insert:
- Click Use Draft to copy the synthesized response into the main reply composer for further customization.
- Click Send Now to dispatch the message immediately to the prospect without additional steps.
6. Starting a New Conversation (New Chat)
To initiate an outbound conversation with a prospect who is not yet in an active thread:
┌────────────────────────────────────────────────────────────────────────────────────────┐
│ New [ X ] │
│ Send the first message and the conversation appears in your inbox. │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Channel: │
│ [ Email ] [ LinkedIn (Selected) ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Sending account *: │
│ [ Devyansh Tripathi (LinkedIn) v ]│
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Recipient *: │
│ [ CRM contact (Selected) ] [ Profile URL ] │
│ │
│ [ Search contacts... v ]│
│ Pick a contact with a LinkedIn profile, or switch to Profile URL to paste one. │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Message *: │
│ ┌────────────────────────────────────────────────────────────────────────────────────┐ │
│ │ B I • 1. Link │ │
│ ├────────────────────────────────────────────────────────────────────────────────────┤ │
│ │ Hi Sarah, I noticed your recent work scaling CloudHR's engineering organization... │ │
│ │ │ │
│ └────────────────────────────────────────────────────────────────────────────────────┘ │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ [ Cancel ] [ Send ] │
└────────────────────────────────────────────────────────────────────────────────────────┘
How to Compose and Send a New Message (Step-by-Step)
- Open New Chat Modal: Click the + New button at the top of the conversation sidebar.
- Select Channel: Click LinkedIn or Email.
- Select Sending Account: Choose the specific connected email account or LinkedIn profile from the dropdown menu.
- Choose Recipient Mode:
- CRM Contact Mode: Search and select any existing contact from your Reachvo workspace database.
- Profile URL / Manual Mode: Paste any prospect's direct LinkedIn profile URL or type an email address.
- Compose Message: Write your message using the rich text editor (Bold, Italic, Lists, Links).
- Send: Click Send. The system immediately dispatches the message via the chosen account and adds the new conversation thread to your inbox list.
7. Campaign Stop-on-Reply & Safety Guardrails
The Unified CRM Inbox is tightly coupled with Reachvo's outreach engine to protect your sender reputation and maintain professional prospect relationships:
- Automatic Campaign Halting: When an inbound message is received from a prospect enrolled in an active campaign, Reachvo immediately sets their sequence status to
Repliedand pauses all scheduled follow-ups. - Provider Rate Limit Protection: If your LinkedIn account or email provider approaches rate limits, Reachvo displays a safety banner with a live countdown timer (
Pausing requests for safety: X seconds remaining) and queues pending messages safely. - Disconnected Account Warnings: If an email mailbox or LinkedIn profile loses authentication (e.g. changed password or expired session), Reachvo displays an alert badge and prevents outgoing replies until the account is reconnected in Settings.
8. Frequently Asked Questions (FAQ)
How often does Reachvo check for new replies?
Reachvo automatically checks for new replies in real time and runs continuous background synchronization cycles every few minutes. You can also click the Sync Inbox button at any time to force an immediate check across all connected mailboxes and LinkedIn profiles.
What happens if a prospect replies on both Email and LinkedIn?
Reachvo maintains separate thread contexts for Email and LinkedIn conversations while linking both to the unified contact record in your CRM. This ensures clear channel attribution while preventing duplicate responses.
Can team members view each other's conversations?
Workspace Admins and Team Members can view conversations associated with shared workspace mailboxes and connected team accounts according to their workspace permissions.
Does Reachvo support attachments on LinkedIn?
Yes. Document and image attachments uploaded in the composer are supported on LinkedIn direct messages up to platform limits.
Quick Reference Summary
| Action | How to Execute |
|---|---|
| Filter by Unread | Click the Unread (N) pill in the conversation sidebar. |
| Switch Channel Filter | Click All, LinkedIn, or Email filter pills. |
| Manual Sync | Click the Refresh / Sync icon next to the search bar. |
| Generate AI Response | Click AI Draft in the reply composer, select a tone, and click Use Draft or Send Now. |
| Start New Thread | Click + New, choose channel and account, pick recipient, write message, and click Send. |
| Attach Files | Click the paperclip icon in the composer (up to 25 MB total per message). |
| Mark Read / Unread | Hover over any conversation item, click •••, and select Mark as Read or Mark as Unread. |