Filter, Bookmark, and Export AI Email Conversations

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The AI Email (AIE) Conversations page lists the conversations between your AI email agents and leads. You can search for a name or email address to locate an individual lead’s conversations, or use the filters to locate a subset (called a “AIE segment”) of conversations.

Conversation filters include:

  • Contact first name: lead’s first name

  • Contact last name: lead’s last name

  • Contact email: lead’s email address

  • Assigned sales rep: assigned sales reps

  • Account: lead’s company account name

  • AI: AI email agent associated with the lead or their company account

  • Bounce reason: reasons why emails bounced

  • Campaign: campaigns associated with the lead or their company account

  • Conversation start date: time period during which the conversations started

  • Conversation status: latest response or reply scenario returned by the lead

  • Conversation success metric: conversations that were successfully completed (that is, the emails were opened or responded to)

  • Email sent date: time period during which the emails were sent

  • Has AI replies: conversations that include or exclude AI replies

  • Has sales rep follow-up: conversations with a follow up from a sales rep

  • Is disputed: conversations with or without a raised dispute

  • Is unsolicited: conversations with or without campaigns

Create an AIE segment

You can save your applied filters as a AIE conversation segment. To save a segment, apply your set of filters and select Save segment.

Enter a name and select Save.

After you’ve saved a segment, you can find it under Load segment.

To delete a saved segment, select the trash bin icon next to the segment name in the Load segment drop-down menu.

Export conversations

You can export a segment of conversations (and their information such as lead name, handover rep etc.) in a CSV file. The file won’t include the email conversation thread.

After applying any desired filters, check the boxes next to the conversations you’d like to export and select Actions > Export.

You may also choose to Export all.

Manage leads

You can find all the leads in your AIE database in the Contacts tab of the People page.

This includes:

  • Imported leads (via CSV, Salesforce integration or through the API)

  • New leads captured and created by your AI email agent

  • Single leads created from within the platform

In the Contacts tab, you can search a name or email address to locate an individual lead, or use the filters to locate a segment of leads.

Available lead filters include:

  • First name: lead’s first name

  • Last name: lead’s second name

  • Email: lead’s email address

  • Contact owner: email address of the person who owns the lead

  • Account: Name of the lead’s account

  • Account Billing City: The billing city associated with the lead or their company account

  • Account Billing Country: The billing country associated with the lead or their company account

  • Account Billing State/Province: The state or province associated with the lead or their company account

  • Account Description: Keywords that describe the lead’s company account

  • Account Industry: Industry associated with the lead’s company account

  • Account Name: Name of the company account associated with the lead

  • Account Owner Email: Email address of the owner of the company account associated with the lead

  • Account Source: A custom attribute

  • AI: AI Inbox associated with the lead’s account

  • Assigned sales rep: Sales rep assigned to the lead’s account

  • Campaign: Campaigns associated with the lead’s account

  • Conversation start date: Time period during which the lead’s conversations started

  • Conversation status: Latest response or reply scenario returned by the lead

  • Conversation success metric: conversations that were successfully completed with the lead (that is, the emails they opened or responded to)

  • Disputed status: Conversations with or without a dispute raised by the lead

  • Follow up date: Follow-up date identified by your AI email agent

  • Has conversation: Leads with or without a conversation with your AI email agent

  • Import batch: The import source of your leads, such as CSV or referral (captured lead)

  • Import date: A date range or time period during which your leads were imported

  • Import source: A custom attribute

  • Job Level: Job levels that have been associated with your leads

  • Last interacted date: A date range or time period during which your leads last had activity in their email conversation with your AI email agent, such as an email was sent or received

  • Marked as do not contact: filter by the do not contact (DNC) status of your leads

  • Number of Employees: The number of employees at the company account associated with the lead

  • Sales rep follow up status: Leads that had conversations with a follow up from a sales rep

  • Target Persona: The target persona associated with the lead

  • Title: The title associated with the lead

Create a lead segment

You can save your applied filters as a Lead segment. To save a segment, apply your set of filters and select Save segment.

Enter a name for your segment and select Save.

Once you’ve saved a segment, you can find it under Load segment. To delete a saved segment, select the trash bin icon next to the segment name in the Load segment drop-down menu.

Export leads

You can export a segment of leads (and their information) in a CSV file. After applying any desired filters, check the boxes next to the conversations you’d like to export and select Actions > Export selected contacts.

You may also choose to Export all contacts.