In the Inbox tab, you can do more than just message your prospects: you can view essential details, schedule tasks, and access a variety of features. This guide will walk you through all the options available in the Inbox.
Menu Options
At the top of the conversation screen, you'll find a menu with various options:
LinkedIn: View your messages with the prospect synced directly from LinkedIn.
Emails: Send emails through OttoMatey and schedule meetings.
Dialer: Send SMS messages, call prospects, and leave ringless voicemails. For more details, check out our articles on Dialer/SMS and Voicemail Drops.
Tasks: View and manage pending tasks for the prospect, including options to hold, skip, or complete them.
Activity: Review the full history of interactions with the prospect.
Notes: Add internal notes visible only to you. These notes can be edited or deleted by clicking Edit.
Posts: View AI-generated comments left on the prospect's posts. Learn more about AI-generated comments here.
For additional actions, click the three-dot icon in the upper-right corner:
Refresh dialog: Refresh the current conversation.
Forward to email: Forward the conversation to a specific email address.
Not interested: Remove the Lead or Customer designation from the prospect.
Push to Pipedrive: Add the prospect to your Pipedrive.
Push to HubSpot: Add the prospect to your HubSpot.
Push to contacts: Add the prospect to your contacts.
Exclude from Campaigns: Add the prospect to the Blacklist.
Change Campaign: Move the prospect to a different campaign.
Remove from Campaign: Remove the prospect from the campaign.
Messaging Options
Below the menu, you'll see tools to enhance your messaging experience:
Magic Wand Icon: Use OttoMatey’s AI Content Assistant to make your messages more creative and effective.
Message Button: Access saved messaging templates to quickly reuse or edit existing templates or create new ones.
Emoji Panel: Quickly access emojis using the smile button.
Calendar Button: Send a meeting link using the native Calendly integration.
Clock Button: Schedule your message for a specific date and time.
Prospect Info Card
To the right of the chat box, you'll find the Prospect Info Card with key details about the prospect:
Basic Information: Name, position, location, and company details.
Labels: Assign custom labels to organize and categorize your prospects. Learn more about labels here.
Lead or Customer Marking: Mark the prospect as a Lead or Customer for easier sorting.
Additional Prospect Details
Contacts: View and copy the prospect's relevant contact details.
AI Employees: Assign an AI Employee to manage the conversation by clicking Select.
If an AI Employee is already assigned, you’ll see their name and performance stats. You can deactivate or replace them.
Campaign Info: Track the prospect’s current campaign, completed steps, and overall status. Click Open to access the campaign.
Meetings: Review scheduled or past meetings arranged via Calendly. Learn more about Calendly integration here.
CRM Deals: Add the prospect to an existing deal or create a new one.
Work Experience: View the prospect’s detailed professional background.
Custom Fields: Add custom fields to capture additional prospect information. Learn more about custom fields here.
If you have further questions or encounter issues, please contact our Customer Support team for assistance.