Help CenterPlatform · Outbound

Inbox

Review selected-client mailbox conversations, delivery failures, triage, follow-up dates, embedded images, filters, and drafts or replies, with recipient-level outreach safety checks.

Updated Sep 1, 2026 9 steps 11 questions answeredOpen this page in the platform
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Overview

Inbox brings the selected client's inbound and sent mailbox activity into one workspace. Use the folder tabs, mailbox and message filters, search, contact status, and inbox category to find the right conversation. Open a message to review its thread, attachments, and original formatted body. Embedded images referenced inside Gmail messages load in the message preview through the current authenticated client context, so older synced emails can display their original logos and graphics without changing the delivered message. SalesHive stores delivery-failure notices as Undeliverable records and uses them to update the affected recipient without treating the notice as a human reply or sending it through AI triage. Only mail carrying SalesHive's private warming marker is kept out of Inbox, so ordinary prospect mail is not hidden because of words in its subject or body. Depending on your role and mailbox access, you can reply, forward, draft a new message, run AI triage, update workflow fields, or move the conversation into a follow-up view. The Contact Follow-Up column keeps Asked for Info dates on the exact selected calendar day across display and editing, while other timed workflows retain their normal timezone behavior. Reply and compose senders are resolved inside the selected client, so a stale mailbox or message from another client is rejected instead of being sent.

How to use this page

  1. Choose an inbox view

    Use Inbox, Needs Follow-up, Maybe Later, Starred, Sent, or Drafts to focus the message list. Unread, follow-up, and draft counts appear in the tab labels when available.

  2. Narrow the message list

    Filter by email account, email category, contact status, and Primary or SDR mailbox type. Search by email or contact text. Hide Junk removes common automated categories, including Undeliverable, from the general inbox. Turn off Hide Junk or select the Undeliverable email category when you need to review delivery failures. Sent can hide campaign email activity so direct mailbox work is easier to review.

  3. Open and read a conversation

    Select a row to open its detail panel. Review sender, recipients, date, mailbox, thread history, downloadable attachments, and the formatted message body. Gmail images embedded by Content-ID appear inside the body when the source image is available, including messages synced before inline-image details were stored.

  4. Review triage and workflow context

    Use the inbox category, contact status, AI Triage result, and History to understand how the message was classified. Delivery failures are stored and classified as Undeliverable without AI, so they can update the exact failed recipient without being mistaken for a prospect reply. Re-run Triage when an eligible message's available classification should be reassessed. Changes are recorded in the message history when supported.

  5. Review or edit the contact follow-up date

    For a linked contact, use the Contact Follow-Up column when your role allows editing. If the contact is Asked for Info, the selected calendar day remains unchanged across Inbox, Contact Detail, Follow-ups, SDR Hub, and exports. The date editor also opens on the intended day for older Asked for Info records.

  6. Reply or forward

    Select Reply or Forward, confirm the sending mailbox and recipients, choose a template when useful, write the message, review the signature, and attach files as needed. Sending uses a short Undo countdown so you can cancel an accidental send before dispatch.

  7. Compose a new message

    Select Compose to open a separate draft window. Choose the sender, add recipients, write the subject and body, and use an approved template or attachment when needed. Saved drafts remain available from the Drafts tab.

  8. Move through the inbox efficiently

    Use the row checkboxes for available bulk actions. After opening a message, the Up and Down arrow keys move between rows, and Delete or Backspace moves the selected message to trash when your role permits it.

  9. Resolve an outreach safety block

    A new standalone message checks every To, Cc, and Bcc recipient before sending. SalesHive blocks an unsubscribed or undeliverable address, a blocked contact or domain, or new outreach to a company that already has a booked meeting. An existing-conversation reply and follow-up to the exact booked contact remain available when otherwise eligible. Follow the visible reason, correct the recipient or use the established thread, and try again.

What the buttons do

Inbox / Needs Follow-up / Maybe Later / Starred / Sent / Drafts
Switches between message workflow views, sent mail, and saved compose drafts.
Compose
Opens a new message draft using an available selected-client sender mailbox.
Reply
Opens a reply composer for the selected conversation and sends only through an available mailbox assigned to the selected client.
Forward
Opens the selected message in a forward composer with editable recipients.
AI Reply
Drafts a response from the selected message and available client context when the action is available.
Re-run Triage
Runs inbox classification again for an eligible selected message. Deterministic delivery failures do not require AI triage.
Star
Adds or removes the conversation from the Starred view.
Mark as read
Controls whether opening messages automatically clears their unread state.
Hide Junk / Hide Campaign Emails
Hides common automated inbox categories, including delivery failures, or campaign activity in Sent, without deleting messages.
Close
Closes the message detail panel and returns to the full list.
Contact Follow-Up
Shows and, when permitted, edits the linked contact next step. Asked for Info dates keep the exact selected calendar day.

Common questions

Asked for Info uses a date-only next step. Inbox displays and edits the intended calendar day without converting it through a prospect or viewer timezone.
The preview resolves Gmail Content-ID images against the original mailbox message through an authenticated, selected-client endpoint. This also repairs display for older synced messages that did not store inline-image details.
No. Inbox reads the image from the original mailbox message for the preview. It does not edit or resend the delivered email.
The source image may no longer be available from the connected Gmail message, or the email may use a different external image method. Attachments remain available separately when the mailbox still has them.
Hide Junk, search, mailbox, category, status, or mailbox-type filters can narrow the current list. Clear the filters or turn off Hide Junk to review the broader view.
Turn off Hide Junk or choose Undeliverable in the Email Category filter. SalesHive stores these notices so the exact failed recipient can be updated, but does not treat them as human replies or run AI triage on them.
No. SalesHive keeps a message out of Inbox as warming traffic only when it carries the private warming marker added by the platform. Words in a normal subject or body are not enough.
A saved reply is marked DRAFT on its conversation. New standalone compose drafts are available from the Drafts tab.
Mailbox access and user role determine which senders, triage controls, status changes, and delete actions are available for the selected client.
The selected message or sender mailbox is not available inside the current client context, often because the client changed in another tab or the mailbox was reassigned. Reopen Inbox for the correct client and select one of its available sender accounts.
The recipient may be unsubscribed, undeliverable, on a contact or domain blocklist, or at a company that already has a booked meeting. The compose message names the applicable safety reason. Existing-conversation replies and eligible follow-ups to the exact booked contact are preserved.
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Inbox | SalesHive Help Center