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How to Reply to Leads from the MONDAi Inbox

Reply to leads across email, SMS, and social channels from the MONDAi conversations inbox using templates and scheduled messages.


Speed matters in lead response. A prospect who gets a reply within minutes is significantly more likely to convert than one who waits hours. The Conversations inbox lets you reply to any channel from one window, use templates for common responses, and schedule messages.

Steps

  1. Open the conversation

    Go to Conversations and click the lead's conversation.

  2. Choose your reply channel

    At the top of the reply box you will see the active channel. Switch if needed — if a lead emailed you but you want to follow up by SMS, change the channel before typing.

  3. Type or select a template

    Type your reply directly, or click the Templates icon to select a saved response. Templates populate the reply field and can be edited before sending. Create templates at Settings → Templates.

  4. Use personalisation tokens

    Insert {{contact.first_name}} and other merge fields to personalise without typing each name manually.

  5. Schedule the reply

    Click the clock icon next to Send to schedule for a specific date and time. Useful for follow-ups you want to send the next morning.

  6. Send and confirm delivery

    Click Send. For SMS, watch for a delivery confirmation tick. For email, the message shows as Sent. If delivery fails, a red indicator appears.

Common mistakes
  • Replying on the wrong channel without checking. If a lead DMed you on Instagram and you reply by email, they may not see it for days. Always confirm the active channel.
  • Not building templates for your most common responses. If you type the same answer five times a week, it belongs in a template.
  • Forgetting personalisation tokens. One first name token is personal. Three tokens in one sentence reads like a mail merge.

Still stuck?

Press ⌘K to search every article, or email support@mondai.io.

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