Filter and search Unibox

Before you start

Open the Unibox and replies area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open Unibox and replies

Go to the Unibox and replies area and confirm you are in the correct workspace before making changes.

Filter and search Unibox: Unibox and replies starting screen — Filter and search Unibox

Step 2

Complete the main action

Find conversations by channel, account, contact, status, or text.

Filter and search Unibox: Main workflow state — Filter and search Unibox

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Filter and search Unibox: Result or confirmation state — Filter and search Unibox

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use filter and search unibox?

Use this guide when you need to understand or complete this workflow inside Unibox and replies. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Need a fix?Troubleshoot the workflow step by step

Most issues come from permissions, missing setup, disconnected accounts, invalid data, or blocked jobs.

Open troubleshooting

See it in the productSee the Unified Inbox