How to set up Unibox for teams

Unibox is our built-in multichannel inbox where you can manage prospect communications across email and LinkedIn campaigns.

Team members can monitor replies and respond from a single shared workspace, keeping everyone up to date on ongoing conversations.

Add LinkedIn accounts to Unibox

To add your LinkedIn chats to Unibox, go to LinkedIn accounts and connect your profile to Snov.io.

In the Unibox settings, set who can view conversations and configure sync options.

Visibility in Team

Choose whether your conversations will be visible to other team members. You can update this setting at any time.

• Shared: The account and its conversations are visible to team members with the appropriate permission

• Private: Only you, the account owner, can view the account and its conversations in Unibox. It’s hidden from all other team members, including the team leader

Choose conversations to sync

You can choose whether to sync all conversations or only those related to your Snov.io campaigns.

To sync the full history of your emails and LinkedIn chats, enable syncing for all conversations, including those not started through Snov.io.

You can do this in the Unibox settings for both Email and LinkedIn accounts:

• Enabled: All conversations are synced

• Disabled: Only conversations started through Snov.io campaigns are synced

Sync history

In Sync history, you can also manage how much of your existing conversation history is synced. Choose how far back to sync: 3 days, 1 month, 3 months, or 6 months.

Go to the Unibox settings in your Email and/or LinkedIn accounts to change this.

After setting up the sync parameters, click Start syncing to begin the process.

Step 2. Manage team settings

To complete the Unibox setup, check your permissions in the Team settings.

By default, new team members can only see their own records. This is the "View own records" access level.

View team records – The member can see all accounts that other team members have marked as Shared.

Only own records – The member can see only the accounts they’ve connected themselves.

The team leader automatically has "View team records" permission. However, even team leaders cannot view other members’ accounts with a Private status.

If you're the Team leader, update permissions for specific members to allow them to view shared accounts.

If you're a Team member, contact your team leader and ask to change your access level. You can find your team leader's email at the top of the My Team page.

Member permissions are managed by the team leader. Only team members with the proper permission access can view shared accounts, prospect lists, and campaigns.

Step 3. View shared conversations

Go to the Unibox page to view all connected accounts. Unibox syncs your entire conversation history — not just Snov.io campaigns. This includes messages from email threads and LinkedIn chats.

Team members with permission can view conversations in shared email and LinkedIn accounts. However, only the account owner can:

• Add and manage their own accounts, pause or resume sync, and clear synced conversations
• Reply to their leads
• Manage their conversations
• Send new messages from their accounts

LinkedIn messages appear alongside email threads. Filters can be used to switch channels.

Good to know:

Read/unread status only syncs once during the initial setup. After that, changes won't sync between Unibox and Gmail or LinkedIn profiles. For example, if you read an email in Unibox, it will still appear unread in Gmail. When viewing a team member’s conversations, mark them as unread in Unibox so they don’t miss anything.

What team leaders can do in Unibox:

• Set the permission level for other team members

• Add and manage their own accounts, pause or resume sync, and clear synced conversations

• View other members’ Email and LinkedIn conversations if their account is set to shared

• Send new messages and reply to their own leads (with whom they have a conversation in their inbox)

What team members can do:

• Add and manage their own accounts, pause or resume sync and clear synced conversations

• View other members’ Email and LinkedIn conversations if the account is set to shared and the permission level is "View team records".

• Send new messages and reply to their own leads (with whom they have a conversation in their inbox)

When we detect a conversation with a prospect from your Snov.io list, we organize it into a single conversation thread and label it with the prospect’s name. To view only email threads with Snov.io prospects, select the Leads only option at the top.

If multiple team members have communicated with the same prospect, each member will only see their own emails or messages. To view messages sent by other members, check their accounts. You can use the "Search messages" option at the top to find a conversation by prospect name.

To filter threads in Unibox by a team member, select their name from the dropdown menu at the top left. This will show their messages from all synced accounts and all their Snov.io campaigns. Use the filters at the top to choose a specific account or campaign from which to see messages.

Note: All team members, including the team leader, can only reply to their own prospects. If a prospect belongs to another member, you can view the communication, but cannot reply.

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