Interceptly

How to mark a prospect as a lead or customer via the Inbox

Inbox: Adding Lead or Customer Status

How to create and add a deal or opportunity to a lead in the inbox

Inbox: Adding a Deal

A detailed article on creating & managing saved replies

How to Create & Edit Saved Replies

An article about resuming a campaign for a prospect in Interceptly

How to Resume a Campaign from the Inbox

A detailed article on archiving messages in Interceptly

How to Archive an Inbox Message in Interceptly

How & when to sync the inbox in Interceptly

Inbox Sync: How It Works & When to Refresh

Follow these steps to create & add labels

How to Create and Add Labels

How to activate AI labels using Sentiment detection

Activating AI Inbox Labels

Take a deep dive into the AI labels and the example replies that will trigger them

What AI Inbox Labels Are Used?

How the Inbox "Email Only" filter works in Interceptly and why some sent emails may not appear when this filter is selected

Understanding the Inbox "Email Only" Filter in Interceptly

Scheduling a reply helps you respond at the right time without needing to be online

Inbox: How to Schedule a Reply

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Everything you need to know about the Outreachly Inbox

Unified Inbox

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Privacy Policy

Terms

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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