Inbox Help Guide

The Inbox is where you manage conversations with leads. This guide focuses on Linkedin Automation replies. You can also use Inbox for SMS, WhatsApp, and inbound calls.

Linkedin Vs Linkedin Signals

Inbox has two Linkedin-related sources. They are different:

• Linkedin — Linkedin Automation DMs and connection activity from your Linkedin campaigns

• Linkedin Signals — leads from Linkedin Signals (phone / SMS / WhatsApp style outreach, not Linkedin DMs)

How Linkedin Conversations Appear

Linkedin conversations in Inbox come from your Linkedin Automation campaigns (new connections and existing connections).

Typical flow:

1. Your campaign sends a connection request and / or messages

2. The lead accepts and / or replies

3. The conversation appears in Inbox under Source: Linkedin

4. You can open it and reply

You may also see pills such as:

• Connection Accepted

• Replied

Finding Linkedin Conversations

Use the filters at the top of Inbox:

• Source — choose Linkedin

• Linkedin Campaign — filter to one campaign (or All Linkedin Campaigns)

• Owner — filter by assigned owner

• Status — filter by your custom statuses

• Sentiment — Positive / Negative / Neutral

• Search — name, company, phone, email

• Date range

• Replied — show leads who replied (or accepted / replied on Linkedin)

• Unread — unread only

• Archived — show archived leads

• Sort — Created, or Sort By Last Activity

Reset Filters clears your current filter set.

Reading And Replying On Linkedin

1. Find the lead in the table

2. Click Reply

3. Review the Linkedin conversation thread

4. Type your message in Type your Linkedin reply...

5. Send

A successful send shows Linkedin reply sent.

Useful links in the conversation:

• Open Linkedin profile

• Open Linkedin Conversation (opens the Linkedin messaging thread when available)

Important:

• You can only reply once Topa has a Linkedin conversation for that lead (usually after a connection / first campaign message)

• If you see No Linkedin conversation id on this lead yet, the conversation is not ready to reply from Inbox yet — wait for connection / message activity, then try again

Opening Reply also marks that Linkedin conversation as read.

Unread Messages

Unread Linkedin replies show on the conversation and in the sidebar badge.

To clear Linkedin unread:

• Open Reply on that conversation, or

• Use Mark read on the row

Note: Mark all as read currently clears SMS / WhatsApp unread. It does not clear Linkedin unread.

Lead Details And Enrichment

For Linkedin leads you can usually see:

• Name, headline, company

• Email (if available)

• Linkedin profile link

• Website (if available)

Get Cellphone:

• Click Get Cellphone to enrich the lead

• If a number is found, you can Show Number, Copy, then continue with Send Voicemail or Send WhatsApp from Inbox

Owner, Status, Notes, Sentiment

Use Topa as a Mini CRM.

• Owner — assign to yourself or a team user (or Unassigned)

• Status — set a custom status (manage these on the Statuses page), e.g. Follow Up, Demo Booked, Sale

• Notes — add notes and click Save

• Sentiment — Positive / Negative / Neutral / Clear

Archive And Blacklist

Archive:

• Archive hides the lead from the default Inbox view

• Turn on Archived to find and Unarchive leads later

Blacklist:

• Blacklist adds the lead's Linkedin URL to your Linkedin URL blacklist

• Matching leads will stop receiving further Linkedin automation messages

• A Linkedin URL is required to blacklist

Use blacklist when someone asks not to be contacted, or when you want to permanently stop automation for that profile.

Tips For Linkedin Inbox

• Filter Source to Linkedin first so SMS / WhatsApp noise does not get in the way

• Use Linkedin Campaign + Replied to review warm replies from one campaign

• Use Sort By Last Activity when you want the newest replies at the top

• After a positive Linkedin reply, use Get Cellphone then Send Voicemail / Send WhatsApp to multi-channel follow up

• Keep Statuses simple so your team can triage quickly

Related Guides

• Monthly Plan For Linkedin Automation

• Blacklist (DNC)

• Statuses (in-app)

Need Help?

Email support@topa.io