Working the unified inbox

Review LinkedIn and email replies, filter the work, reply from the correct account, and manage queued sends.

Inbox combines synced LinkedIn and email replies from Doreach campaign prospects across the current team’s outreach accounts. Use it to find threads that need work, read the conversation, send a reply, see who owns the contact, and update the prospect’s CRM stage.

Find the next thread

The four summary tiles count conversations across the current team:

TileWhat it counts
Needs replyReplied threads whose next action is Needs reply
WaitingReplied threads whose next action is Waiting
Positive repliesReplies tagged Interested or Wants a meeting, regardless of CRM stage
Going coldReplied threads whose next action has not changed for at least five days, excluding Needs reply and Closed

Select a tile to filter the full Inbox result set, not just the threads already loaded on the page. Select the active tile again to clear it. Needs reply and Waiting also update the Next action menu. Positive replies and Going cold leave that menu on All because Inbox applies one tile or next-action filter at a time.

Doreach refreshes Going cold overnight. Before its first calculation, the tile shows a dash and Not checked yet. Afterward, the tile shows when it was checked. A check older than 48 hours is marked as stale.

Use the controls above the thread list to:

  • search prospect names, campaign names, account names, headlines, and reply text
  • filter by next action
  • show all threads, threads whose contact you own, or threads whose contact has no owner
  • show only threads with a saved draft

The Inbox does not have separate account or campaign filter menus. Enter the account or campaign name in search instead.

Read the reply tag

Each reply carries a tag that says what the person meant, such as Interested, Has a question, or Not now. Point at the tag to see a one-line reason. Use the filter menu above the thread list to show only one kind of reply. The tag shows Reading reply… for a moment after the reply arrives, and Not tagged when Doreach could not tag it.

To change a tag, select it in the thread header and choose the right one. Reply tags lists every tag and what happens when you change one.

Use next action and CRM status for different jobs

Next action tells the team what the thread needs now:

Next actionMeaning
Needs replyA new inbound message needs a response
Draft readyA team member saved a reply draft
WaitingA reply was sent and the team is waiting
Follow-upThe CRM stage is Booked or Nurturing
Needs reviewDoreach cannot infer a more specific action
ClosedThe CRM stage is Disqualified

CRM status tracks the prospect through the pipeline. Doreach supports New, Contacted, Connected, Replied, Qualified, Booked, Nurturing, and Disqualified. Lead stages and pipeline explains when to use each stage.

Read the conversation and prospect details

Select a thread to load its saved conversation history. Use Load earlier messages for older stored messages. When Doreach has enough connection details, Load older from LinkedIn can request older provider history.

The thread header shows the campaign, the contact’s owner, the stage, and a status line with the outreach account and sequence progress. Open contact opens the full contact, with its details, notes, and activity.

Send or queue a reply

Doreach sends the reply through the LinkedIn account or mailbox assigned to that campaign prospect. Inbox disables sending when the account needs reconnection, is paused or disconnected, or the conversation has not finished syncing.

LinkedIn Inbox replies use a separate per-account pacer. A short burst can send at once. Later replies may enter the queue, where the thread shows the message, planned send time, and who requested it.

Select Cancel to stop a reply that still has the Queued state. Once Doreach starts sending it, cancellation may fail because the message may already be on its way.

When a prospect replies to a campaign, Doreach stops that prospect’s remaining sequence steps. Sending a manual Inbox reply changes the thread’s next action to Waiting.

See who owns the contact and save context

The header shows Owner next to the stage. The inbox does not assign people. The owner belongs to the contact: select Open contact and change Owner there, or change it from the Contacts page. The header updates when you close the contact. Ownership stays visible to the team but does not stop another member from replying.

Add private context as a note on the contact. Notes are not sent to the prospect. Contact owners and internal notes covers the exact steps.

Common questions

Does Doreach combine replies from multiple LinkedIn accounts?
Yes. Inbox combines synced LinkedIn and email replies from Doreach campaign prospects across the current team's outreach accounts. Search by prospect, campaign, account, or reply text. You can reply when the assigned account is healthy and the conversation has finished syncing.
How do I stop two people replying to the same prospect?
Check who owns the contact in the thread header, then check the message history, saved draft, and queued replies before sending. Ownership does not lock the thread, so another team member can still reply. Use a contact note to record handoff context.
Why did my Inbox reply enter a queue?
Doreach paces Inbox replies separately for each outreach account. A short burst can send at once, while later replies may wait briefly. The thread shows each queued reply, its planned send time, and a Cancel button while the reply is still queued.
What do the Inbox summary tiles count?
Needs reply and Waiting count next-action states. The Positive replies tile counts replies tagged Interested or Wants a meeting, not records in the Qualified CRM stage. Going cold counts replied threads whose next action has not changed for at least five days, excluding Needs reply and Closed.