When you need a 1:1 message (outside any campaign) or to test a template, use the new-conversation modal.

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Flow

1

Click + New conversation

Inbox header → +. Modal opens.
2

Pick a recipient

Combobox: type a name / email / linkedin URL → autocomplete from your CRM. If the customer doesn’t exist yet → choose “Create new customer” to add them inline.
3

Pick a channel + credential

  • Channel — email / linkedin / telegram.
  • Credential — picker filters by channel + status=active.
4

Compose the message

Subject (email only) + body. Plain text / markdown depending on channel.
5

Send

On send → the conversation appears in the inbox under that channel.

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When NOT to use this

Sending to many people

Use a Campaign instead — audience scoping, retry, analytics.

Need automated follow-up

Use the campaign builder — Wait + Send chain.
Multi-recipient, schedule send, per-send tracking options, variable / template picker, pre-send recipient validation — coming soon.