3 min read

Getting started with Unibox

Learn how the unified inbox works.

Unibox collects replies from connected campaign accounts so your team can work from one queue.

1

What this helps you do

Unibox collects replies from connected campaign accounts so your team can work from one queue.

2

Recommended workflow in Outlio

Open Unibox from the sidebar.

Review unread and recent conversations.

Open a thread to see lead and campaign context.

Apply a status label.

Reply from the thread when appropriate.

3

Quality checks

  • Check Unibox daily during active campaigns.
  • Use filters to separate interested replies from noise.
  • Keep reply handling fast while context is fresh.
4

Common mistakes to avoid

  • Replying from personal inboxes and losing pipeline context.
  • Leaving interested replies unlabeled.

Done well, this should leave you with

A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.

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