Getting Started
For detailed instructions on using Unibox, we recommend starting with Instantly's official guide:
Below, we'll share some practical tips to help you reply to emails efficiently.
Replying to Emails
Replying in Unibox is straightforward - just like using any other email application.
To reply to an email:
Click on any email in your inbox to open it
Use the email composer at the bottom to write your response
Click "Send" when you're ready
That's it! Your reply will be sent directly from your connected email account.
Filtering Your Inbox
One of Unibox's most powerful features is the ability to filter emails by status and campaign. This helps you focus on the leads that matter most.
Filter by lead status:
Click on any status in the left sidebar (Interested, Lead, Meeting booked, etc.)
Click "More" to see additional statuses like Out of office, Wrong person, Not interested, or Lost
This shows you only emails matching that specific status
Filter for unread emails:
Expand the "More" section in the left sidebar
Click "Unread only" to see only emails you haven't opened yet
Filter by campaign:
Click "All Campaigns" in the left sidebar
Select a specific campaign to see only emails from that campaign
Using the AI Reply Assistant
Instantly includes an AI bot that can help draft replies for you. However, we recommend using it with caution - the quality can be inconsistent, and personalized responses typically get better results.
If you do use it, always review and edit the AI-generated response before sending.
Helpful Features
Set Reminders
Never forget to follow up with a lead:
When composing a reply, look for the reminder option below the composer
Check the box and set conditions like "If no reply in 1 week, then remind me to follow-up"
You'll get a notification if they don't respond
Use Formatting
Make your emails more readable with the formatting toolbar:
Bold, italic, and underline text
Add links and images
Adjust font size
Insert lists and other formatting elements
Save Reply Macros
Create templates for common responses to save time:
Write a response you use frequently
Save it as a Reply Macro
Insert the template whenever you need it with just a few clicks
This is especially useful for qualifying questions, meeting confirmations, or other repetitive replies.
