Actioning a reply task

When a lead replies, the conversation lands in the Inbox tab of the Tasks page. Open it to see the lead's message and the conversation history. The lead's header sits on top: click Contact details for their full record, sequence position and activity.

Keyboard shortcuts

No reply needed? Click Mark as done to complete the task. Archive, Do not contact and Mark as unread are in the ⋯ menu.

Sending

Click Send, or press ⌘ Enter, to send your reply.

Working with AI drafts

Topo writes a reply draft based on the conversation history. It's in the composer as soon as you open the reply. Use Tweak to make it shorter, longer, more casual or more direct, or to try a different angle. The draft matches the language of the previous message automatically.

• Edit the draft directly before sending

• Use the chips below the draft to change tone or length for that task

• Click the wheel icon to regenerate a new draft

Reply categorization

Topo automatically categorises the lead's reply (e.g. interested, not interested, out of office). If the classification looks off, you can override it manually using the category selector above the composer.

CC and BCC

The reply composer supports CC and BCC: click Cc next to the To field and both appear.

Attachments

You can attach images directly to your reply from the composer.