How to set up Unibox for teams

Unibox is our built-in multichannel inbox where you manage communications with your prospects across Email and LinkedIn channels.

You can connect and sync multiple email accounts — whether used within Snov.io or external mailboxes — so your team can handle deals more efficiently. This lets team members read replies and respond to leads directly from the Snov.io dashboard, keeping everyone updated on ongoing conversations.

In the Unibox settings, select the mailbox status and the syncing period.

Visibility in Team

Visibility settings apply to both email and LinkedIn accounts connected to Unibox.

Choose whether your emails and LinkedIn messages 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 who have 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.

Sync history

Select how much email history you'd like to sync to Snov.io — from 3 days up to 6 months.

Connect LinkedIn accounts to Unibox

To sync your LinkedIn account to Unibox, go to LinkedIn account settings or access them directly from the Unibox menu.

If you have LinkedIn accounts connected to Snov.io, you’ll see them listed under the Unibox with the status Ready to sync.

Invalid accounts will be disabled with the option to go to the settings. If you want to add more accounts, click Add LinkedIn slots. 

Set syncing settings

In the Unibox setup window for LinkedIn, choose the following parameters:

Include all messages

• Off (default): Syncs only messages from Snov.io campaigns and direct messages
• On: Syncs all messages from your connected accounts

Sync history

Choose how far back to sync: 3 days, 1 month, 3 months, or 6 months

After setting up the sync parameters, click Start syncing to begin the process. Messages synced from LinkedIn will be added sequentially to the main Unibox page.

You can always manage sync history in settings through LinkedIn accounts.

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 mailboxes, 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 accounts. However, only the account owner can:

• Pause or resume sync for their accounts
• 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 mailboxes, pause or resume sync and clear synced emails

• View other members’ Email and LinkedIn conversations if their mailbox 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 mailboxes, pause or resume sync and clear synced emails

• View other members’ Email and LinkedIn conversations if the mailbox 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 email 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 in the thread. To view emails sent by other members, check their mailboxes. 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.

Related articles

How to add and manage your team

How to connect email accounts

How to use LinkedIn Automation in a Team