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Every meaningful prospect action shows up in your Inbox. Here’s how to work through it fast.

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The daily rhythm

1

Open Inbox (morning)

Sidebar → Inbox. Filter to Open · Assigned to me.Guhan sorted tasks by urgency — most-recent replies at the top, meeting requests flagged.
2

Process meeting requests first (2-3 clicks each)

Anything with mode = Schedule — click Send scheduling link on each. Done.
3

Approve AI-drafted replies next

Anything with mode = Approve — read the draft, edit if needed, click Approve. Sends immediately.
4

Take over the interesting conversations

Anything with mode = Take over — click Reply and write freely. Message goes out via the same sender that started the thread.
5

Snooze the ones you don't need to touch now

Notifications you want to check later → Snooze until tomorrow.

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Task types explained

Guhan is letting you know something happened but no action is required. Example: “Prospect accepted your LinkedIn invite.”Read → mark done → close.
Guhan drafted a reply. You approve or edit-then-approve. On approval, Guhan sends immediately.Best practice: edit for tone if the draft is 80% right; discard + write your own if it’s off.
Guhan is unsure how to handle. Usually 2-3 options presented (“Reply with X” / “Reply with Y” / “Hand off to me”).Pick one → Guhan runs with your choice.
Guhan is stepping out of the conversation entirely. You write the response freely, from the same sender.Common triggers: high-stakes reply, unclear intent, prospect asked a technical question.
Prospect asked to book time. Primary action: Send scheduling link.Guhan generates a fresh booking link tied to your calendar. One click → link sent.

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The task detail view

Click any task and you see:
  • Prospect card — name, title, company, avatar
  • Full conversation thread — chronological, all messages both ways
  • Reply classification — Guhan’s read (“meeting_request” / “interested” / “not_now” / “unsubscribe” / etc.)
  • AI draft (if any) — preview + edit
  • Primary action button — Approve / Send link / Reply / Mark done
  • Reassign — send to a teammate
  • Snooze — hide until later
  • Add note — for the prospect record

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Bulk actions

Multiple tasks selected → bulk actions in the toolbar:
  • Bulk close — mark done without acting
  • Bulk snooze — snooze all until same time
  • Bulk reassign — send batch to a teammate
Useful for cleanup at end of week.

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Reassigning to a teammate

Two ways:
1

Per-task

Task detail → Assign button → pick teammate.
2

Automatic (per-sender)

Every task auto-assigns to whoever owns the sender that sent the last message in that thread. Change ownership in Settings → Sender accounts → [account] → Owner.

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Snooze

Snooze options:
  • Later today (3pm)
  • Tomorrow morning
  • Next week
  • Custom date/time
Snoozed tasks disappear from Open, reappear at the snooze time.

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Deadlines

Some tasks have implicit deadlines:
ModeDeadlineOn timeout
Approve4 hoursFallback per sequence config (send / discard)
Decide2 hoursFallback per sequence config
Schedule24 hoursAuto-send a fallback booking link
Take overNoneSits in Inbox indefinitely
NotifyNoneSits in Inbox indefinitely
If you’re going to be away, snooze tasks past their deadlines OR reassign to a teammate.

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Notifications

You get an email digest of new Inbox tasks:
  • Real-time — new task landed (during your active hours)
  • Daily digest — 8am summary of pending tasks
Configure in Settings → Notifications.

AI reply drafts

How Guhan drafts replies.

Inbox tasks concept

Task types + assignment logic.