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8 min read·Beginner·6 steps·4 screenshotsGetting started

Unibox: a 15-minute daily routine for replies

A reply that waits three days is a lost deal. This routine takes 15 minutes in the morning and guarantees you answer every interested reply on the day it arrives.

Unibox collects replies from all mailboxes and campaigns in one place and the AI sorts them by intent. Without a routine it still fills up: hundreds of replies a week, out of which you need the ten that show interest.

The routine has five steps in a fixed order. The order matters: business first, then questions, then tidying up.

1

The Interested filter first

Open Unibox and switch on the "Interested" filter. These are the only replies that deserve your attention first. Handle each one right away: reply, book a slot or call. The goal is zero unanswered interested replies by 10:00.

Tip: An interested reply answered within an hour has twice the chance of a meeting compared with one that waits until tomorrow.
colldly.com/dashboard › Unibox
Unibox in Colldly with the intent filter and interested replies
Unibox in Colldly with the intent filter and interested replies
2

Reply from the app, in the same thread

You write the reply directly in Unibox; it leaves from the same mailbox in the same thread. The reader sees the full history and cannot tell there is a system behind it. The sequence for this company is stopped automatically.

3

Questions and "later"

"Question" filter: answer briefly, factually, with a next step. "Later" filter: set a reminder for the date they mentioned and archive the thread. Do not write "just checking in" a week later.

4

Forward what is not yours

A thread a colleague or client should handle is forwarded from Unibox with one click. No forwarding through webmail and no copying of history.

colldly.com/dashboard › Team
Team and roles in Colldly: who a reply can be forwarded to
Team and roles in Colldly: who a reply can be forwarded to
5

Refusals and unsubscribes

Archive refusals in bulk. "Please stop emailing me" requests are handled by the AI, which puts the address on the blocklist; just check nothing slipped through. Out-of-office replies are filtered by rules.

colldly.com/dashboard › Blocklist
Blocklist in Colldly with automatically added unsubscribes
Blocklist in Colldly with automatically added unsubscribes
6

Look at the day's numbers

Finish on the Dashboard: how many replies came in, what share was interest, which campaign delivers. If interest drops two weeks in a row, it is time for a new lead list or a different angle.

colldly.com/dashboard › Overview
Colldly dashboard with an overview of replies and campaign performance
Colldly dashboard with an overview of replies and campaign performance
What to avoid
Reading replies in the order they arrived. Interest waits behind refusals.
Replying from webmail. The thread breaks and the sequence may not know the company answered.
Leaving "later" without a reminder. Three months on, nobody remembers who it was.
Checklist
  • The Interested filter is empty by 10:00
  • You reply from the app, not from webmail
  • Questions have a next step, "later" has a date
  • Other people's threads are forwarded
  • Refusals archived, unsubscribes on the blocklist
  • A look at the dashboard once a day
Questions about this guide
How fast does a reply appear in Unibox?
Mailboxes sync over IMAP every few minutes. A reply to an email sent from Colldly is paired with the campaign and step automatically.
What if the AI sorts a reply wrongly?
You can change the intent with one click. It happens mostly with irony and with replies in an unexpected language.
Does the client see replies in their workspace?
A client role sees the replies of their campaigns read-only. A manager or owner can answer.
Continue with
Next guide in order: Autopilot step by step: from a lead list to a campaign that feeds itself
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