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Getting Familiar with SalesMind AI Inbox

The Inbox helps you manage all conversations with prospects, track statuses, and reply efficiently with AI assistance.

Updated 2 months ago

The Inbox is your central hub for managing LinkedIn conversations inside SalesMind AI. Every prospect interaction lives here — messages, statuses, AI drafts, and lead details — all in one workspace.

The interface splits into three panels:

  • Left Panel — Senders list, filters, search, and tags.
  • Middle Panel — Conversation history and AI drafting tools.
  • Right Panel — Prospect profile, persona fit, and qualification analysis.

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Conversation Management

  • View all ongoing conversations across every sender in one place.
  • Filter, sort, and search by name to find the right thread fast.

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  • Unread messages and "Your Turn" replies are highlighted so nothing slips through.

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  • Open any thread to see the full conversation history alongside AI-generated draft replies ready to validate.

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Lead Status Tracking

Each conversation carries a status that updates automatically as prospects engage or go quiet:

  • Connected, Engaged, Follow-Up Scheduled, Unresponsive, Sleeping, Terminated.

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At a glance, you know exactly where every lead sits in the funnel.


Persona & Qualification

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Each lead is matched to a persona defined in your Agent. The AI qualifies them — Neutral, Interested, Bad Timing — and shows a fit ratio with reasoning in the right panel.

💡 Tip: Use the persona fit score to prioritize which conversations to reply to first.


Bulk Actions

Select multiple conversations to act on them at once:

  • Mark as read/unread
  • Edit tags
  • Regenerate AI-suggested messages
  • Send replies in bulk with one click
  • Sync contacts to your CRM
  • Retrieve email or phone numbers (requires enrichment integration)
  • Terminate conversations when no further action is needed

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AI Assistance

SalesMind AI gives you four ways to handle replies:

  • Co-Pilot — Drafts a reply for you to review and approve before it sends.
  • AutoPilot — Sends replies automatically within minutes, no approval needed.
  • Enhance — Improves the tone and clarity of a message you've already written.
  • Schedule Send — Choose to send now or at a specific time.

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👉 Note: AutoPilot is best for high-volume follow-ups. Use Co-Pilot when a conversation needs a personal touch.


Prospect Profile Panel

The right panel shows everything you need to personalize your outreach:

  • Demographics, education, work history, and recent activity
  • MBTI communication style for tailored messaging
  • Company profile and mutual connections
  • Fit ratio with reasons for qualification

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What's Next

  • Learn how to use AutoPilot and CRM features in SalesMind AI — see the "Start Using the New AutoPilot & CRM Features" article in the help center.