Skip to main content

Step 3: Engaging with prospects

This is an article for people using Co-pilot or Outreach Autopilot. If you use Autopilot, this article does not apply.

Written by Jaclyn Curtis

Now that your agent is live, it’s time to start conversations and turn interest into real business opportunities. Alsona makes it easy to stay on top of replies and engage with leads effectively — all in one place.

Where Conversations Live: The Inbox

When a prospect replies to your agent, their response will appear in the Inbox tab.

Click on a conversation to:

  • View the full message thread

  • See profile details in the top right corner

  • Respond directly inside Alsona

💡 Note: If you reply to the conversation from LinkedIn directly, that message will still sync and show in Alsona’s Inbox.


Inbox Tools & Actions

Inside the Inbox, you’ll see three dots (⋯) next to the message timestamp. Clicking this opens several useful options:

  • Mark as Unread – Re-mark a message to come back to later

  • Archive – Clean up your inbox view by hiding old conversations

  • Force Continue Sequence – Useful when a reply shouldn't stop the workflow

  • Label As – Organize messages with pre-set or custom labels


When to Use “Continue Workflow”

By default, when a prospect replies, the workflow pauses. However, some responses don’t require a manual reply — for example:

  • Prospect accepts your connection and replies: “Thanks!” or “Hello!”

In this case, instead of replying manually, you might want the next message in your sequence to go out as planned. Use Continue Workflow to resume the workflow.


Labels = Organized Outreach

Alsona includes ten built-in labels: Lead, Interested, Meeting booked, Meeting completed, Deal closed, Out of office, Wrong person, Not interested, Follow up later, and Reached out. You can also create your own.

Labeling helps you:

  • Segment conversations

  • Quickly prioritize follow-ups

  • Understand pipeline status at a glance


Filter & Search Your Conversations

You can easily stay organized by using:

  • Search bar – to find specific messages

  • Filters — by agent, by label, or by read status. The filter control sits next to the search bar.


Taking over from an Agent

When an agent is handling a conversation, a banner appears above the reply box reading "The agent is handling this conversation", with a Take over button. Click it and the agent stops replying on that thread and hands it to you.

The gear icon next to the button jumps straight to the settings of the agent that owns the conversation, which is the fastest way to fix messaging that is not landing.


Bonus Resource: How to Turn Replies into Meetings


It’s packed with reply templates, follow-up ideas, and proven strategies to help you move conversations forward.


Enjoy the Conversations!

Every reply is a signal — of interest, timing, or opportunity. Use your inbox to keep things moving and build real relationships at scale.

Did this answer your question?