Email Conversations

Manage and view email conversations with enhanced threading visualization and workflow matching insights.

Viewing Conversations

Email Conversations Page

Navigate to Email Conversations page to view all email conversations:

• Search: Search by sender email, subject, or contact information
• Status Filter: Filter by conversation status (Active, Ended, Qualified)
• Thread Indicators: Thread icon shows conversations that are part of an email thread
• Real-Time Updates: Conversations update automatically

Conversation Details

Click any conversation to view detailed information:

• Full Email Thread: All messages in the conversation
• Contact Information: Extracted contact data (name, email, phone, company)
• Workflow Match Details: Which workflow processed the email and why
• Thread Navigation: Navigate between related emails in the thread
• Qualification Status: Whether the lead is qualified

Email Threading

Threading Overview

Emails are automatically threaded by subject line and sender:

• Replies to the same email are grouped into one conversation
• Subject prefixes (Re:, Fwd:) are normalized for matching
• Conversations are reactivated if new email arrives within 30 days
• Thread position and count are displayed in conversation details

Thread Visualization

In Conversation Details:

• Thread Badge: Shows current position in thread (e.g., "Thread 2 of 5")
• Thread Timeline: Visual timeline showing all emails in the thread
• Thread Navigation:
  • Click any email in the timeline to view it
  • "Previous in thread" / "Next in thread" buttons for quick navigation
  • Current conversation is highlighted
• Thread Info: Shows total messages in thread and original subject

In Conversation List:

• Thread Icon: Email icon with "Thread" label indicates threaded conversations
• Subject Display: Original subject shown with truncation for long subjects
• Thread Grouping: Related emails are visually connected

Thread Navigation

From Conversation Details:

• Click any email in the thread timeline to jump to that conversation
• Use "Previous in thread" / "Next in thread" buttons
• Thread position badge shows your current location

Thread Features:

• All emails in a thread share the same normalized subject
• Thread conversations are ordered chronologically
• Message count shown for each conversation in thread
• Thread depth and structure are clearly displayed

Workflow Matching Visualization

Workflow Match Details

When viewing an email conversation, you can see detailed workflow matching information:

Matched Workflow:

• Shows which workflow processed the email
• Displays workflow name, priority, and goal
• Color-coded badge indicates match status
• Link to view/edit the workflow

Match Explanation:

• Keywords Found: Shows which keywords triggered the match (displayed as badges)
• Goal Match: Indicates if workflow goal matched
• Priority Rank: Shows where this workflow ranked in priority order
• Match Type: Keyword match, goal match, or fallback

Competing Workflows:

• Lists other workflows that were considered
• Shows which workflows would have matched if priority was higher
• Displays why each competing workflow didn't match
• Collapsible section to reduce clutter

Test Match Feature

From Conversation Details:

1. Click Test Match button in the Workflow Match section
2. Enter sample email subject and/or body
3. Click Test Match to see results
4. Review:
   • Which workflow would match
   • Why it matched (keywords, goal, priority)
   • All workflows checked with matching status
   • Reasons why competing workflows didn't match

Use Cases:

• Debug why a workflow didn't match an email
• Test workflow priority and keyword matching
• Understand workflow matching logic
• Optimize workflow configuration

Conversation Status

Status Indicators

• Active: Conversation is ongoing (green clock icon)
• Ended: Conversation has ended (gray X icon)
• Qualified: Lead meets qualification criteria (green checkmark)

Qualification

• Automatic Qualification: Leads are qualified based on workflow and AI evaluation
• Manual Qualification: Can be manually qualified/unqualified in conversation details
• Qualification Criteria: Based on budget, timeline, project scope, and other factors

Search and Filter

Search Functionality

• Search Fields: Sender email, subject, contact name, company
• Real-Time Search: Results update as you type
• Thread Awareness: Search results show thread indicators

Filters

• Status: Active, Ended, Qualified
• Date Range: Filter by conversation date
• Channel: Email conversations only

Best Practices

1. Use Thread Navigation: Navigate between related emails to see full conversation context
2. Review Workflow Matches: Check workflow matching details to optimize workflows
3. Test Workflow Matching: Use Test Match feature to debug and optimize workflows
4. Monitor Threading: Verify emails are properly threaded by subject
5. Check Qualification: Review qualified leads for follow-up

Next Steps

• Inbox Management - Learn about thread states, ownership, and snooze
• Outcomes - Track conversation outcomes and link to business results
• Workflows Guide - Configure email processing workflows
• Configuration Guide - Set up email domains and SMTP
• Troubleshooting - Resolve email issues