{ "name": "How Reply Works", "description": "Canonical product documentation explaining what Reply can do, how Reply behaves, and what you can build with it — for humans and AI agents.", "url": "https://how.reply.io", "generated_by": "sites/how/tools/render.mjs", "sections": [ { "id": "start", "label": "Start", "url": "https://how.reply.io/", "pages": [ { "title": "Introduction", "description": "Understand Reply's capabilities, workflows, product specifications, and rules — and build prospecting, outbound, inbox, and AI SDR systems on top of it.", "url": "https://how.reply.io/", "md": "https://how.reply.io/index.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "tokens": 798 }, { "title": "Start here", "description": "The orientation section — what Reply is, what you can build with it, when to use it, how it works, and the compact index built for AI agents.", "url": "https://how.reply.io/start", "md": "https://how.reply.io/start.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "tokens": 326 }, { "title": "What is Reply?", "description": "Reply is a sales engagement platform — prospect data, contact management, multichannel outreach execution, reply handling, deliverability, analytics, and an AI SDR.", "url": "https://how.reply.io/start/what-is-reply", "md": "https://how.reply.io/start/what-is-reply.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "question": "What is Reply.io?", "answer": "Reply is a sales engagement platform: Reply Data prospect search, contact and account management in the People section, multichannel sequences with email, LinkedIn, call, SMS, WhatsApp, task, Zapier, and condition steps, MailToaster warm-up, a consolidated inbox with AI-assigned categories, eight Reports dashboards, meeting booking, CRM integrations, the Findy Chrome extension, and Jason AI SDR.", "answers": [ "what is Reply.io", "what does the Reply sales engagement platform do", "what is Jason AI in Reply", "what modules does Reply provide" ], "tokens": 1690 }, { "title": "What can you build?", "description": "Systems Reply can power — an AI SDR, a prospecting agent, an outbound campaign generator, a sales inbox assistant, CRM outreach extensions, and internal outbound tools.", "url": "https://how.reply.io/start/what-can-you-build", "md": "https://how.reply.io/start/what-can-you-build.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "question": "What can you build with Reply?", "answer": "Reply exposes its whole loop — find, enrich, write, send, detect, respond, report — as a platform, so you can build an AI SDR, a prospecting agent, an outbound campaign generator, a sales inbox assistant, a CRM outreach extension, a campaign optimization agent, or an internal outbound system behind your own UI.", "answers": [ "what can you build with Reply", "can I build an AI SDR on Reply", "what systems does the Reply platform power", "can agents build outbound tools on Reply" ], "tokens": 890 }, { "title": "When to use Reply", "description": "The honest fit test — use Reply when you need prospect data plus outreach execution with state management; look elsewhere for transactional email or CRM-grade pipeline.", "url": "https://how.reply.io/start/when-to-use-reply", "md": "https://how.reply.io/start/when-to-use-reply.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "question": "When should I use Reply?", "answer": "Use Reply when you need prospect search and outreach execution in one platform, coordinated email and LinkedIn sequences, contact and inbox state management, or an AI SDR operated over API and MCP. Know the boundaries first: corporate sending domains only, 400 emails per day per mailbox, 100 LinkedIn actions per day, and 15,000 API requests per month.", "answers": [ "when should I use Reply.io", "is Reply a good fit for outbound sales", "what is Reply not suitable for", "can Reply replace a CRM" ], "tokens": 1157 }, { "title": "How Reply works", "description": "The system-level flow — prospect data becomes contacts and lists, sequences execute through accounts on schedules, replies land in the inbox, analytics closes the loop.", "url": "https://how.reply.io/start/how-reply-works", "md": "https://how.reply.io/start/how-reply-works.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "question": "How does Reply work?", "answer": "Prospect data from Reply Data search, CSV imports, Findy, or CRM integrations becomes deduplicated contacts and lists; sequences combine email, LinkedIn, call, SMS, WhatsApp, task, Zapier, and condition steps; execution runs through connected mailboxes inside schedules and limits; replies land in the consolidated inbox with AI-assigned categories; Stats and Reports close the loop. Jason AI drives the same machine.", "answers": [ "how does Reply.io work", "what is the Reply system flow", "how do sequences and the inbox connect in Reply", "where does Jason AI sit in Reply" ], "tokens": 1038 }, { "title": "Product map", "description": "Every Reply module in one view — data, outreach, execution, conversation, AI, intelligence, and platform layers, each linked to where it is documented on this site.", "url": "https://how.reply.io/start/product-map", "md": "https://how.reply.io/start/product-map.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "question": "What modules does Reply include?", "answer": "Reply has about fifteen user-facing modules: Reply Data search, Contacts and Lists, Accounts, Sequences, Email accounts with MailToaster warm-up, Inbox, SMS Inbox, Cloud Calls, Tasks, Meetings, Reports, Jason AI SDR, Integrations with API and MCP, the Findy Chrome extension, and Organization workspaces with roles and permissions — each mapped here to its documentation.", "answers": [ "what modules does Reply have", "what is the Reply product map", "what objects exist in Reply", "which layer does each Reply module belong to" ], "tokens": 1767 }, { "title": "Core concepts", "description": "How outbound actually works — deliverability, sender reputation, sequencing, and AI SDRs explained as mechanisms, independent of any product.", "url": "https://how.reply.io/learn", "md": "https://how.reply.io/learn.md", "content_type": "learn", "product_area": "getting-started", "status": "reviewed", "question": "How do the mechanisms behind outbound outreach actually work?", "answer": "This section explains the machinery underneath outbound — how mailbox providers score senders, why warm-up exists, what SPF, DKIM, and DMARC actually verify, how sequence cadence affects results, and what an AI SDR really automates. Every page is written to be true even without Reply, then links to how Reply implements it.", "answers": [ "how does email deliverability actually work", "how does an AI SDR work", "how does sender reputation work", "how does email warm-up work" ], "tokens": 575 }, { "title": "Email deliverability", "description": "The mechanism that decides whether an email lands in the inbox, the spam folder, or nowhere — filtering signals, placement, and what senders control.", "url": "https://how.reply.io/learn/email-deliverability", "md": "https://how.reply.io/learn/email-deliverability.md", "content_type": "learn", "product_area": "deliverability", "status": "reviewed", "question": "How does email deliverability actually work?", "answer": "Mailbox providers score every incoming message on sender reputation, authentication, content, and recipient engagement, then route it to the inbox, the spam folder, or rejection. Delivery and inbox placement are different things — a message can be accepted and still never be seen. Senders control authentication, volume, list quality, and engagement.", "answers": [ "how does email deliverability work", "why do cold emails go to spam", "what decides inbox placement", "how do spam filters score senders" ], "tokens": 2870 }, { "title": "Sender reputation", "description": "The running score mailbox providers keep on every sending domain, mailbox, and IP — what feeds it, how fast it moves, and how it is repaired.", "url": "https://how.reply.io/learn/sender-reputation", "md": "https://how.reply.io/learn/sender-reputation.md", "content_type": "learn", "product_area": "deliverability", "status": "reviewed", "question": "How does sender reputation work?", "answer": "Every mailbox provider keeps a private, continuously updated score for each sending domain, mailbox, and IP address. Engagement raises it; spam reports, bounces, and volume spikes lower it. The score decides inbox placement before content is even read. Reputation builds slowly, collapses quickly, and recovers only through weeks of consistent good behavior.", "answers": [ "how does sender reputation work", "what damages email sender reputation", "how long does sender reputation take to recover", "does domain reputation transfer to a new mailbox" ], "tokens": 1107 }, { "title": "Email warm-up", "description": "The gradual ramp that teaches mailbox providers to trust a new sender — ramp curves, engagement simulation, and the maintenance floor that follows.", "url": "https://how.reply.io/learn/email-warm-up", "md": "https://how.reply.io/learn/email-warm-up.md", "content_type": "learn", "product_area": "deliverability", "status": "reviewed", "question": "How does email warm-up work?", "answer": "Warm-up gradually increases sending volume on a new mailbox or domain so providers learn to trust it. Typical ramps start at 5-10 emails per day and grow 10-20% daily over 3-8 weeks. Warm-up tools also simulate engagement between peer inboxes. A maintenance floor keeps the reputation alive after ramp-up.", "answers": [ "how does email warm-up work", "how long does email warm-up take", "can you skip warm-up on a new domain", "why do new mailboxes need warm-up" ], "tokens": 1122 }, { "title": "SPF, DKIM, DMARC", "description": "What each email authentication record verifies, how DMARC alignment ties them to the From domain, and the failure modes that break them.", "url": "https://how.reply.io/learn/spf-dkim-dmarc", "md": "https://how.reply.io/learn/spf-dkim-dmarc.md", "content_type": "learn", "product_area": "deliverability", "status": "reviewed", "question": "What do SPF, DKIM, and DMARC actually verify?", "answer": "SPF lists the servers allowed to send for a domain, DKIM cryptographically signs each message's headers and body, and DMARC checks that one of them aligns with the visible From domain, then tells receivers what to do on failure. All three are required by Gmail and Yahoo's bulk-sender rules.", "answers": [ "what does spf verify", "how does dkim signing work", "why is dmarc alignment required", "does forwarding break spf or dkim" ], "tokens": 1064 }, { "title": "Sequence design", "description": "Cadence mechanics for outbound — touch counts, spacing, diminishing returns, and why a sequence that reacts to replies beats a fixed drip campaign.", "url": "https://how.reply.io/learn/sequence-design", "md": "https://how.reply.io/learn/sequence-design.md", "content_type": "learn", "product_area": "sequences", "status": "reviewed", "question": "How should an outbound sequence be designed?", "answer": "Effective sequences use multiple touches — most replies typically arrive after steps two to four — spaced two to four business days apart. Returns diminish after around five to eight touches. Each step trades personalization against volume, A/B variants isolate what works, and every reply stops the sequence immediately.", "answers": [ "how many touches should a sequence have", "how far apart should sequence steps be", "why do multiple touches get more replies", "what makes a sequence stop" ], "tokens": 1234 }, { "title": "Multichannel strategy", "description": "Why layered channels outperform any single one — attention recapture, identity signals, and the orchestration rules that keep touches from colliding.", "url": "https://how.reply.io/learn/multichannel-strategy", "md": "https://how.reply.io/learn/multichannel-strategy.md", "content_type": "learn", "product_area": "linkedin-automation", "status": "reviewed", "question": "Why does multichannel outreach work better than email alone?", "answer": "Channels compound because each covers a different weakness — email scales, LinkedIn adds a face and shared context, calls add urgency. Switching channels recaptures attention a prospect stopped giving the previous one. Orchestration rules prevent overlap — the same ask never lands on two channels in one day.", "answers": [ "why does multichannel outreach work", "how do email and linkedin touches combine", "what order should outreach channels follow", "does channel switching improve reply rates" ], "tokens": 1146 }, { "title": "The AI SDR model", "description": "What an AI SDR automates and what it cannot — autonomy levels from drafts-for-approval to supervised autonomy, and the limits that keep humans in the loop.", "url": "https://how.reply.io/learn/ai-sdr-model", "md": "https://how.reply.io/learn/ai-sdr-model.md", "content_type": "learn", "product_area": "ai-sdr", "status": "reviewed", "question": "What does an AI SDR actually automate?", "answer": "An AI SDR automates the mechanical span of outbound — list building, research, drafting, sending, reply triage, and meeting booking — while strategy, offer, and edge-case judgment stay human. Autonomy is graduated — drafts for approval first, then supervised sending, then autonomous operation that escalates anything uncertain.", "answers": [ "what does an ai sdr automate", "how much autonomy should an ai sdr have", "can an ai sdr run without human approval", "why do ai sdrs need approval gates" ], "tokens": 1273 }, { "title": "Reply classification", "description": "How incoming replies get sorted into intents, why natural language resists clean sorting, and what one misclassification costs an outreach system.", "url": "https://how.reply.io/learn/reply-classification", "md": "https://how.reply.io/learn/reply-classification.md", "content_type": "learn", "product_area": "inbox", "status": "reviewed", "question": "How does reply classification work?", "answer": "Incoming replies are sorted into intents — interested, not interested, ask later, referral, out-of-office, unsubscribe, and bounce-as-reply — so automation can act on each differently. Classification is hard because language is ambiguous — sarcasm, multi-intent replies, and forwarded threads all mislead. Misreads are costly, so systems trade precision against recall deliberately.", "answers": [ "how are email replies classified", "what intents does reply classification detect", "why is reply classification hard", "does an out-of-office reply stop a sequence" ], "tokens": 1274 }, { "title": "Agent index", "description": "The compact map of Reply for AI agents — what the platform is, core capabilities and workflows, key rules, interface entry points, and every machine-readable file.", "url": "https://how.reply.io/start/agent-index", "md": "https://how.reply.io/start/agent-index.md", "content_type": "start", "product_area": "getting-started", "status": "reviewed", "question": "How does an AI agent use Reply?", "answer": "This index maps Reply for agents: a capability table answering can-Reply-do-it, core workflows and objects, behavior rules that surprise the unread, interfaces — REST API on docs.reply.io and the MCP server at mcp.reply.io — plus machine entry points: llms.txt, llms-full.txt, index.json, capabilities.json, search-index.json, sitemap.xml, and a markdown twin for every page.", "answers": [ "how can an AI agent operate Reply", "what machine-readable entry points does how.reply.io provide", "which Reply interfaces are live for agents", "what should an agent read first about Reply" ], "tokens": 1591 } ] }, { "id": "capabilities", "label": "Capabilities", "url": "https://how.reply.io/capabilities", "pages": [ { "title": "Capabilities", "description": "Can Reply do the task you need? Each capability page states what Reply can and cannot do, required inputs, outputs, limits, and when to choose something else.", "url": "https://how.reply.io/capabilities", "md": "https://how.reply.io/capabilities.md", "content_type": "capability", "product_area": "getting-started", "status": "reviewed", "tokens": 645 }, { "title": "Prospect search", "description": "Reply's Live Data search finds LinkedIn-sourced contacts by ICP filters or a pasted Sales Navigator URL, reveals emails and phone numbers for credits, and saves results to lists or sequences.", "url": "https://how.reply.io/capabilities/prospect-search", "md": "https://how.reply.io/capabilities/prospect-search.md", "content_type": "capability", "product_area": "reply-data", "status": "reviewed", "question": "Can Reply find prospects that match an ICP?", "answer": "Yes. Reply's Live Data search finds contacts from LinkedIn using filters for title, department, industry, location, keywords, and company lists, or by pasting a Sales Navigator search URL. Saving contacts uses Reply credits, skips people already in your account, and lands results in a list, a sequence, or both while the search runs.", "answers": [ "can Reply find prospects by ICP", "how does Reply search for leads in Live Data", "does Reply reveal prospect emails and phone numbers", "can Reply import contacts from a Sales Navigator search", "how many credits does Reply Data use per contact" ], "tokens": 2101 }, { "title": "Contact management", "description": "Reply stores contacts and company accounts with custom fields, stages, lists, smart filters, blacklists, and CSV import and export — one shared base that every sequence works from.", "url": "https://how.reply.io/capabilities/contact-management", "md": "https://how.reply.io/capabilities/contact-management.md", "content_type": "capability", "product_area": "people", "status": "reviewed", "question": "Can Reply act as the contact database for outreach?", "answer": "Yes. Reply keeps one contact base with company accounts, editable stages, up to 50 custom fields including AI-generated ones, and lists a contact can join several of. Smart filters segment by engagement, data gaps, or custom fields; blacklisting stops all sending to a contact or domain; CSV export covers basic or all fields.", "answers": [ "can Reply manage contacts and companies", "does Reply support custom fields", "how do lists work in Reply", "can Reply blacklist contacts and domains", "how do I filter contacts in Reply" ], "tokens": 2232 }, { "title": "Data enrichment", "description": "Reply finds missing LinkedIn URLs, emails, and phone numbers for existing contacts, refreshes profile fields, fills AI custom fields from prompts, and validates addresses before sending.", "url": "https://how.reply.io/capabilities/data-enrichment", "md": "https://how.reply.io/capabilities/data-enrichment.md", "content_type": "capability", "product_area": "reply-data", "status": "reviewed", "question": "Can Reply enrich contacts with missing emails and phone numbers?", "answer": "Yes. Reply finds missing LinkedIn URLs (1 credit), emails (2 credits), and phone numbers (3 credits) for existing contacts, refreshes profile and company fields from LinkedIn, and fills AI custom fields from prompts. Email validation classifies addresses as Valid, Risky, or Invalid before sending — Invalid contacts never receive sequence emails.", "answers": [ "can Reply find missing emails for contacts", "how does Reply validate email addresses", "does Reply enrich contacts automatically", "what are Valid Risky and Invalid email statuses", "how do AI custom fields get enriched" ], "tokens": 2163 }, { "title": "Email outreach", "description": "Reply sends multi-step email sequences with A/B variants, variables and spintax, optional tracking, threaded follow-ups, three unsubscribe mechanisms, and throttled daily contact starts.", "url": "https://how.reply.io/capabilities/email-outreach", "md": "https://how.reply.io/capabilities/email-outreach.md", "content_type": "capability", "product_area": "sequences", "status": "reviewed", "question": "Can Reply send automated email outreach at scale?", "answer": "Yes. Reply executes multi-step email sequences from connected mailboxes with A/B variants per step, personalization variables, spintax, optional open and click tracking, and threaded follow-ups. Sending respects schedules, per-account daily caps (400 on paid plans), delays between sends, and reply handling that stops or continues follow-ups per your setting.", "answers": [ "does Reply support email automation", "how does Reply send cold email sequences", "can Reply stop sending when someone replies", "does Reply support A/B testing emails", "how does Reply personalize emails" ], "tokens": 2195 }, { "title": "LinkedIn outreach", "description": "Reply automates nine LinkedIn action types — connections, messages, InMail, voice and AI voice messages, views, likes, endorsements, follows — under per-account safety limits.", "url": "https://how.reply.io/capabilities/linkedin-outreach", "md": "https://how.reply.io/capabilities/linkedin-outreach.md", "content_type": "capability", "product_area": "linkedin-automation", "status": "reviewed", "question": "Can Reply automate LinkedIn outreach?", "answer": "Yes. Reply runs LinkedIn as a sequence channel with nine automatic action types — connection requests, messages, InMail, voice and AI voice messages, profile views, post likes, endorsements, and follows. Per-account safety limits default to 25–35 actions per day (35–50 for messages), capped at 100, and acceptance is detected across all connected accounts.", "answers": [ "can Reply automate LinkedIn connection requests", "how does Reply send LinkedIn messages", "does Reply support InMail automation", "what LinkedIn safety limits does Reply enforce", "can Reply send LinkedIn voice messages" ], "tokens": 3302 }, { "title": "Multichannel outreach", "description": "Reply mixes email, LinkedIn, call, SMS, WhatsApp, task, and Zapier steps in one sequence, branches on conditions, and compares channel performance in one dashboard.", "url": "https://how.reply.io/capabilities/multichannel-outreach", "md": "https://how.reply.io/capabilities/multichannel-outreach.md", "content_type": "capability", "product_area": "sequences", "status": "reviewed", "question": "Can Reply run outreach across email, LinkedIn, calls, SMS, and WhatsApp in one sequence?", "answer": "Yes. One Reply sequence can hold email, LinkedIn, call, SMS, WhatsApp, task, and Zapier steps with Yes/No condition branches. Calls run through built-in Cloud Calls with recording and resolutions; SMS sends automatically or as tasks; WhatsApp is semi-automated. The Channel Efficiency dashboard compares touches, replies, and meetings per channel.", "answers": [ "can Reply mix email and LinkedIn in one sequence", "how does Reply coordinate multichannel outreach", "does Reply support calls SMS and WhatsApp steps", "can Reply branch sequences on conditions", "what channels does Reply support" ], "tokens": 2248 }, { "title": "Calls and SMS", "description": "Reply places Cloud Calls through rented local numbers with recording, resolutions, and inbound transfer, and sends sequence SMS with pre-send phone validation and a dedicated SMS Inbox.", "url": "https://how.reply.io/capabilities/calls-and-sms", "md": "https://how.reply.io/capabilities/calls-and-sms.md", "content_type": "capability", "product_area": "calls", "status": "reviewed", "question": "How do calls and SMS work in Reply?", "answer": "Reply makes and receives calls through rented Cloud Calls numbers and sends SMS as automated or manual sequence steps. It records calls with consent handling, logs call resolutions, transfers inbound calls to your real phone, triggers calls on email opens, validates phone numbers before automated SMS, and collects SMS replies in a dedicated inbox.", "answers": [ "how do calls work in Reply", "can Reply send SMS in a sequence", "how do I rent a phone number in Reply", "does Reply record calls", "how does Reply validate phone numbers before SMS" ], "tokens": 3065 }, { "title": "Reply management", "description": "Reply collects replies into one team Inbox, classifies each thread by AI into intent categories, pauses out-of-office contacts, and drafts or sends responses with Jason AI.", "url": "https://how.reply.io/capabilities/reply-management", "md": "https://how.reply.io/capabilities/reply-management.md", "content_type": "capability", "product_area": "inbox", "status": "reviewed", "question": "Can Reply detect and handle replies automatically?", "answer": "Yes. Reply gathers replies into one Inbox shared across the team, where AI assigns one category per thread — Interested, Not interested, Do not contact, Not now, Forwarded, plus a Meeting intent subcategory. Out-of-office contacts pause and resume automatically, triggers act on categories, and Jason AI drafts or sends grounded responses.", "answers": [ "how does Reply classify replies", "can Reply stop outreach when someone answers", "what are the inbox categories in Reply", "can Reply auto-respond to replies", "does Reply handle out-of-office replies" ], "tokens": 2284 }, { "title": "Campaign analytics", "description": "Reply reports per-sequence, per-step, and per-variant metrics plus dashboards for emails, LinkedIn, calls, channel efficiency, team performance, and agencies, with CSV export and period comparison.", "url": "https://how.reply.io/capabilities/campaign-analytics", "md": "https://how.reply.io/capabilities/campaign-analytics.md", "content_type": "capability", "product_area": "analytics", "status": "reviewed", "question": "Can Reply report campaign performance per sequence, step, and channel?", "answer": "Yes. Reply reports delivery, open, reply, interested, meeting, opt-out, and bounce metrics per sequence with per-step and per-variant breakdowns, plus dashboards for emails, LinkedIn, calls, channel efficiency, team performance, and agencies. Trends compares periods, and stats export as contact-based or sequence-based CSV — also via the REST API.", "answers": [ "how does Reply track campaign performance", "what metrics does Reply report", "can Reply compare A/B variants", "does Reply report per channel statistics", "can Reply export statistics" ], "tokens": 2275 }, { "title": "Deliverability", "description": "Reply layers MailToaster warm-up, default-on ramp-up, a weekly domain Health Checker, Postmaster spam monitoring, custom tracking domains, and AI template scoring around every send.", "url": "https://how.reply.io/capabilities/deliverability", "md": "https://how.reply.io/capabilities/deliverability.md", "content_type": "capability", "product_area": "deliverability", "status": "reviewed", "question": "How does Reply protect email deliverability and sender reputation?", "answer": "Reply protects sending in layers: MailToaster warm-up with configurable profiles, ramp-up mode on by default for new email accounts (10 per day rising by 3 to 100), a weekly domain Health Checker for SPF, DKIM, DMARC, MX, and rDNS, Google Postmaster spam-rate monitoring, custom tracking domains, AI template scoring, and bounce thresholds that stop a step.", "answers": [ "how does Reply improve email deliverability", "does Reply warm up mailboxes", "can Reply check SPF DKIM DMARC", "how does ramp-up mode work in Reply", "does Reply monitor spam rates" ], "tokens": 2696 }, { "title": "AI SDR", "description": "Jason AI generates offers and sequences from your website, sources contacts daily from ICP filters and intent signals, personalizes per prospect, handles replies, and books meetings.", "url": "https://how.reply.io/capabilities/ai-sdr", "md": "https://how.reply.io/capabilities/ai-sdr.md", "content_type": "capability", "product_area": "ai-sdr", "status": "reviewed", "question": "What can Jason AI do as an AI SDR?", "answer": "Given your website, Jason AI generates offers, a multichannel sequence, and per-contact personalized messages, sources contacts continuously — up to 500 per day per sequence, 3 per company, filtered by ICP fit — handles replies from a knowledge base, re-engages silent leads, and books meetings, in approval mode or full autopilot.", "answers": [ "what is Jason AI", "can Reply generate outreach sequences with AI", "does Reply have an AI SDR", "how does Jason AI find prospects automatically", "how does approval mode work in Reply" ], "tokens": 2681 }, { "title": "AI writing assistant", "description": "Jason AI as an in-editor writing assistant — generating a sequence from one prompt, writing and rewriting email steps from summaries or bullets, adjusting tone, length, and language on selected text, and drafting replies to prospects.", "url": "https://how.reply.io/capabilities/ai-writing-assistant", "md": "https://how.reply.io/capabilities/ai-writing-assistant.md", "content_type": "capability", "product_area": "ai-sdr", "status": "reviewed", "question": "How does Jason AI help write and refine outreach copy in Reply?", "answer": "Jason AI writes and refines outreach copy inside Reply's editors: generate a whole sequence from one prompt with From magic, generate or improve any email step from a summary or bullets, adjust formality, tone, length, grammar, and language on selected text, and draft replies to prospects in the Inbox.", "answers": [ "how do I generate email copy with Jason AI", "how do I write prompts for Jason AI", "can Reply generate a whole sequence from a prompt", "how do I change the tone of an AI-generated email", "how do AI drafted replies work in Reply" ], "tokens": 5040 }, { "title": "AI chat assistant", "description": "A natural-language agent inside Reply's new interface and Slack that executes account actions on request, confirms destructive and bulk changes, answers product questions from the help center, searches the web, and hands off to a human.", "url": "https://how.reply.io/capabilities/ai-assistant", "md": "https://how.reply.io/capabilities/ai-assistant.md", "content_type": "capability", "product_area": "ai-assistant", "status": "reviewed", "question": "What can Reply's AI chat assistant do?", "answer": "Reply's AI chat assistant turns plain-English requests into real actions in your account — creating contacts, starting or pausing sequences, replying from the inbox, changing settings. It runs in Reply's new interface and in Slack, confirms destructive and bulk actions before running them, logs every change to the Activity Log, and can escalate to support.", "answers": [ "what is Reply's AI chat assistant", "can I control Reply with plain English", "does Reply have an AI assistant in Slack", "how does the Reply chat assistant confirm destructive actions", "what is the daily message limit for Reply's AI chat" ], "tokens": 5704 }, { "title": "Meetings", "description": "Reply books meetings through a personalized Google Calendar booking link with Google Meet or Zoom, or through a connected Calendly account, setting contacts to Meeting Booked and reporting bookings per channel.", "url": "https://how.reply.io/capabilities/meetings", "md": "https://how.reply.io/capabilities/meetings.md", "content_type": "capability", "product_area": "calendar-management", "status": "reviewed", "question": "How does meeting booking work in Reply?", "answer": "Reply books meetings through a personalized public calendar link backed by Google Calendar, with Google Meet or Zoom as the location, or through a connected Calendly account. Booking sets the contact to Meeting Booked and finishes the sequence, Jason AI can book from reply conversations, and reports track meetings per channel.", "answers": [ "how does meeting booking work in Reply", "can Reply book meetings with Calendly", "does Reply support Zoom meetings", "what happens when a prospect books a meeting in Reply" ], "tokens": 2502 }, { "title": "CRM and integrations", "description": "Reply syncs two-way with Salesforce, HubSpot, Pipedrive, and Copper, reaches thousands of apps through Zapier, Make, and n8n, serves AI agents over MCP, and emits real-time webhooks.", "url": "https://how.reply.io/capabilities/integrations", "md": "https://how.reply.io/capabilities/integrations.md", "content_type": "capability", "product_area": "integrations", "status": "reviewed", "question": "What can Reply integrate with and how does CRM sync work?", "answer": "Reply syncs contacts, statuses, and activities two-way with Salesforce, HubSpot, Pipedrive, and Copper on a 2–3 hour cycle with field mappings and filters, connects to thousands of apps through Zapier, Make, and n8n, exposes an MCP server so AI agents can operate the account, and emits real-time webhooks for outreach events.", "answers": [ "what CRMs does Reply integrate with", "how does the Salesforce integration work in Reply", "how often does Reply sync with a CRM", "can AI agents connect to Reply via MCP", "does Reply support webhooks" ], "tokens": 5067 }, { "title": "Chrome extension", "description": "The Reply Chrome extension finds emails on LinkedIn, LinkedIn Recruiter, Gmail, and CRM pages, pushes contacts into Reply lists and sequences, and executes call, SMS, WhatsApp, LinkedIn, and manual email tasks from the browser.", "url": "https://how.reply.io/capabilities/chrome-extension", "md": "https://how.reply.io/capabilities/chrome-extension.md", "content_type": "capability", "product_area": "chrome-extension", "status": "reviewed", "question": "What can the Reply Chrome extension do?", "answer": "Reply's Chrome extension works on LinkedIn, LinkedIn Recruiter, Gmail, and Salesforce, HubSpot, or Copper pages. It reveals contact emails, flags valid and invalid ones, saves people into Reply lists and sequences, and executes sequence tasks — manual email, LinkedIn, call, SMS, WhatsApp — from the browser, syncing every action back to your account.", "answers": [ "what does the Reply Chrome extension do", "how do I find emails on LinkedIn with Reply", "can I execute Reply tasks from the browser", "how do I add a LinkedIn contact to a Reply sequence", "can I call and text contacts from the Reply Chrome extension", "does Reply work inside Gmail" ], "tokens": 5457 } ] }, { "id": "workflows", "label": "Workflows", "url": "https://how.reply.io/workflows", "pages": [ { "title": "Workflows", "description": "Complete outcomes built on Reply — from finding prospects to booking meetings. Each workflow states what Reply provides, what you build, and every rule on the path.", "url": "https://how.reply.io/workflows", "md": "https://how.reply.io/workflows.md", "content_type": "workflow", "product_area": "getting-started", "status": "reviewed", "tokens": 581 }, { "title": "Build an AI SDR", "description": "The five-step Jason AI SDR wizard — business information, contact sources, personalization, generated steps, and launch settings — plus approval mode, reply handling, and meeting scheduling.", "url": "https://how.reply.io/workflows/build-an-ai-sdr", "md": "https://how.reply.io/workflows/build-an-ai-sdr.md", "content_type": "workflow", "product_area": "ai-sdr", "status": "reviewed", "question": "How do I build an AI SDR with Reply?", "answer": "Create a Jason AI SDR sequence in five wizard steps: add business information so Jason generates your offer, define contact sources such as Autopilot filters and intent signals, choose personalization options, review the generated outreach steps, then pick approval or automatic mode, reply handling, and meeting scheduling before launch.", "answers": [ "how can I build an AI SDR with Reply", "how do I create a Jason AI SDR sequence", "how does approval mode work in an AI SDR sequence", "where does an AI SDR source its contacts", "can Jason AI handle replies and book meetings" ], "tokens": 3259 }, { "title": "Find prospects from an ICP", "description": "Turn ICP criteria into Realtime B2B Data filters, preview matches, launch a Live Search to a list or sequence, and track credits — plus Sales Navigator import and email validation.", "url": "https://how.reply.io/workflows/find-prospects-from-an-icp", "md": "https://how.reply.io/workflows/find-prospects-from-an-icp.md", "content_type": "workflow", "product_area": "reply-data", "status": "reviewed", "question": "How do I find prospects matching my ICP in Reply?", "answer": "Turn your ICP into Realtime B2B Data filters, preview 5-7 matching contacts, then launch a Live Search that saves results to a list, a sequence, or both. Saving costs Reply credits per contact, already-saved contacts are not duplicated, and the Search History tab tracks status, credits used, and contacts found.", "answers": [ "how can I search for prospects by ICP in Reply", "how does Realtime B2B Data search work", "how many credits does a found contact use", "can Reply import contacts from a Sales Navigator search", "how do I validate prospect emails before outreach" ], "tokens": 1982 }, { "title": "Build a prospect list", "description": "Assemble a clean outreach list from CSV imports, search results, and manual adds — identifier-based dedup, import statuses, email validation, blacklisting, and list segmentation.", "url": "https://how.reply.io/workflows/build-a-prospect-list", "md": "https://how.reply.io/workflows/build-a-prospect-list.md", "content_type": "workflow", "product_area": "people", "status": "reviewed", "question": "How do I build a prospect list in Reply?", "answer": "Assemble one clean list from CSV imports, search results, and manual adds. Choose a contact identifier at import so duplicates update or skip instead of doubling, validate emails before launch, and blacklist unwanted contacts or domains. A contact can belong to several lists, and lists can split into 2, 3, or 4 for testing.", "answers": [ "how can I combine CSV imports and search results into one list in Reply", "how does Reply deduplicate contacts at import", "can Reply validate emails before outreach", "how do I blacklist contacts and domains in Reply" ], "tokens": 1967 }, { "title": "Launch an outbound campaign", "description": "From connected mailbox to live sending — create the sequence, assign accounts and a schedule, set daily limits and delays, test with a real email, preview per recipient, and launch.", "url": "https://how.reply.io/workflows/launch-an-outbound-campaign", "md": "https://how.reply.io/workflows/launch-an-outbound-campaign.md", "content_type": "workflow", "product_area": "sequences", "status": "reviewed", "question": "How do I launch an outbound campaign in Reply?", "answer": "Connect a corporate mailbox, import contacts, create a sequence from template, scratch, Magic, or Jason AI SDR, then finish the settings: sending accounts, schedule, daily limits, replies handling, and tracking. Send a test email, check Preview per recipient, and launch; the first mailbox you add becomes the default sender.", "answers": [ "how can I launch an email campaign in Reply", "how do I start a sequence sending in Reply", "how do I set daily sending limits for a sequence", "how can I send a test email before launch" ], "tokens": 2449 }, { "title": "Run multichannel outreach", "description": "Coordinate email, LinkedIn, call, SMS, and WhatsApp steps in one sequence — manual vs automatic per action, LinkedIn safety limits, Cloud Calls, and condition-based branching.", "url": "https://how.reply.io/workflows/run-multichannel-outreach", "md": "https://how.reply.io/workflows/run-multichannel-outreach.md", "content_type": "workflow", "product_area": "sequences", "status": "reviewed", "question": "How do I run multichannel outreach in Reply?", "answer": "Add email, LinkedIn, call, SMS, and WhatsApp steps to one sequence, choosing manual or automatic per LinkedIn action and per SMS. LinkedIn automation runs under per-account daily safety limits, call steps create tasks or dial through Cloud Calls, and condition steps branch contacts by data such as connection status or ICP score.", "answers": [ "how can I combine email and LinkedIn in one sequence in Reply", "what are the LinkedIn safety limits in Reply", "how do call steps work in a sequence", "can a sequence branch on whether a contact accepted a connection request" ], "tokens": 2456 }, { "title": "Warm up new mailboxes and domains", "description": "The path from a fresh domain to full sending volume — DNS authentication first, MailToaster warm-up profiles and seats, then default-on ramp-up from 10 emails per day toward 100.", "url": "https://how.reply.io/workflows/warm-up-new-mailboxes", "md": "https://how.reply.io/workflows/warm-up-new-mailboxes.md", "content_type": "workflow", "product_area": "deliverability", "status": "reviewed", "question": "How do I warm up new mailboxes and domains in Reply before cold outreach?", "answer": "Authenticate the domain first, then warm each mailbox in MailToaster for two to three weeks (one to two for a new mailbox on an established domain) using a warm-up profile, then start cold volume with ramp-up mode — 10 emails per day rising by 3 to 100 by default — and keep warm-up running throughout.", "answers": [ "how do I warm up a new domain in Reply", "how long should I warm up a mailbox before cold email", "how does MailToaster warm-up work", "what is ramp-up mode in Reply" ], "tokens": 2380 }, { "title": "Process positive replies", "description": "From detected reply to booked meeting — inbox categories and triggers, AI reply handlers with Auto, Draft, and Stop and notify modes, canned responses, and per-channel meeting stats.", "url": "https://how.reply.io/workflows/process-positive-replies", "md": "https://how.reply.io/workflows/process-positive-replies.md", "content_type": "workflow", "product_area": "inbox", "status": "reviewed", "question": "How do I process positive replies in Reply?", "answer": "Replies land in the Inbox where AI assigns one category per thread, such as Interested or Not interested, plus a Meeting intent sub-category. Route Interested threads with triggers, answer common questions with reply handlers in Auto, Draft, or Stop and notify mode, use canned responses, and track booked meetings per channel in reports.", "answers": [ "how can I route interested replies to sales in Reply", "how do inbox categories work in Reply", "can Reply answer prospect questions automatically", "how do I track booked meetings by channel" ], "tokens": 2221 }, { "title": "Sync Reply with a CRM", "description": "Connect Salesforce, HubSpot, or Pipedrive — Default vs Custom profiles, sync steps with field, filter, and ownership mappings, pushing contacts to sequences, and the 2-hour sync cadence.", "url": "https://how.reply.io/workflows/sync-reply-with-a-crm", "md": "https://how.reply.io/workflows/sync-reply-with-a-crm.md", "content_type": "workflow", "product_area": "integrations", "status": "reviewed", "question": "How do I sync Reply with my CRM?", "answer": "Connect Salesforce, HubSpot, or Pipedrive natively, pick the Default profile or build Custom sync steps with field mappings, filtering rules, and ownership mappings, and optionally push synced contacts into sequences. Contact sync runs about every 2 hours with a manual Sync now option; Pipedrive triggers fire through webhooks in real time.", "answers": [ "how can I connect Reply to HubSpot or Salesforce", "how often does Reply sync with a CRM", "can Reply push outreach activity to a CRM", "how do ownership mappings work in the Salesforce integration" ], "tokens": 3491 }, { "title": "Analyze campaign performance", "description": "Read the sequence Stats tab and the Reports dashboards — key prospect metrics, per-step detail, channel efficiency, Trends period comparison, smart filters, and CSV exports.", "url": "https://how.reply.io/workflows/analyze-campaign-performance", "md": "https://how.reply.io/workflows/analyze-campaign-performance.md", "content_type": "workflow", "product_area": "analytics", "status": "reviewed", "question": "How do I analyze campaign performance in Reply?", "answer": "Read the sequence Stats tab for key prospect metrics and per-step detail, then the Reports Emails dashboard for team, sequence, template, account, and provider breakdowns. Compare channels on the Channel Efficiency dashboard, compare periods with Trends, narrow with smart filters, and export contact-based or sequence-based CSV reports.", "answers": [ "how can I analyze sequence performance in Reply", "how do I find which step loses prospects", "how do I compare channels in Reply reports", "can I compare performance across periods in Reply", "how do I export campaign statistics" ], "tokens": 1966 }, { "title": "Playbooks", "description": "Situation-anchored outreach recipes — each page maps one specific sales situation to targeting, sequence structure, message templates, expected results, and the steps that build it in Reply.", "url": "https://how.reply.io/playbooks", "md": "https://how.reply.io/playbooks.md", "content_type": "playbook", "product_area": "getting-started", "status": "reviewed", "question": "What is a playbook page and how do I use one?", "answer": "Each playbook page anchors to a specific sales situation — reviving closed-lost deals, founder-led outbound, a cold database, a lean team adopting an AI SDR, or inbound signals going cold — and walks from targeting through sequence structure, templates, and expected results to the exact steps that build it in Reply.", "answers": [ "what is an outreach playbook", "how do playbook pages work", "what outreach recipes does reply document", "how to pick a play for my situation" ], "tokens": 957 }, { "title": "Reactivate closed-lost pipeline", "description": "A play for deals lost 6–18 months ago to timing, budget, or a competitor — validate the aged list, segment by loss reason, reopen with what-changed messaging on Reply's default step delays, and close with a permission-style breakup.", "url": "https://how.reply.io/playbooks/reactivate-closed-lost-pipeline", "md": "https://how.reply.io/playbooks/reactivate-closed-lost-pipeline.md", "content_type": "playbook", "product_area": "sequences", "status": "reviewed", "question": "How do I re-engage closed-lost deals with outreach?", "answer": "Segment closed-lost deals by loss reason, validate every address before sending, and run a short what-changed sequence on Reply's default step delays. Every follow-up needs a real reason to reach out; after a couple of follow-ups, send a permission-style breakup email and route interested replies straight to the owning AE.", "answers": [ "how to reactivate closed-lost deals", "how to re-engage lost opportunities", "what to say to a closed-lost prospect", "can reply route replies to the deal owner" ], "tokens": 2317 }, { "title": "Outbound for seed-stage founders", "description": "A play for founder-led outbound — a separate business sending domain warmed for 2–3 weeks, ramp-up from roughly 10–15 emails a day, a tight 50–100 account list, and founder-voice messages of about five sentences.", "url": "https://how.reply.io/playbooks/outbound-for-seed-stage-founders", "md": "https://how.reply.io/playbooks/outbound-for-seed-stage-founders.md", "content_type": "playbook", "product_area": "sequences", "status": "reviewed", "question": "How can a seed-stage founder run outbound without an SDR?", "answer": "Run founder-led outbound on infrastructure that protects your main domain — a separate business domain, since Reply does not accept generic domains like gmail.com for sending, warmed up for two to three weeks before any cold email. Ramp volume gradually with Daily Ramp-up, keep messages short and specific in your own voice, and let a sequence handle follow-up discipline.", "answers": [ "how to do founder-led outbound", "what outbound setup protects the main domain", "how many cold emails per day for a new domain", "can a founder run outbound without an sdr" ], "tokens": 2294 }, { "title": "Re-engage a cold contact database", "description": "A play for a CRM full of contacts untouched for a year or more — validate every address into Valid, Risky, or Invalid, keep Risky under 20% of the send, reopen with a permission-style message, and prune whoever stays silent.", "url": "https://how.reply.io/playbooks/re-engage-cold-database", "md": "https://how.reply.io/playbooks/re-engage-cold-database.md", "content_type": "playbook", "product_area": "sequences", "status": "reviewed", "question": "How do I safely email a database that has gone cold?", "answer": "Clean before you send. Validate every address so Valid, Risky, and Invalid statuses are known, keep Risky under 20 percent of the send, and let Reply exclude Invalid addresses automatically. Reopen with a permission-style message that acknowledges the silence, then prune whoever stays silent after a couple of follow-ups instead of pushing harder.", "answers": [ "how to re-engage cold contacts", "how to clean an old email list", "what to send a database that went quiet", "can reply handle bounces automatically" ], "tokens": 2175 }, { "title": "AI SDR for lean teams", "description": "A play for one-to-three person GTM teams that want outbound running without an SDR hire — Jason AI in Approval mode, one Offer, one Playbook object, a knowledge base with Re-engagement follow-ups, and Autopilot held to its defaults.", "url": "https://how.reply.io/playbooks/ai-sdr-for-lean-teams", "md": "https://how.reply.io/playbooks/ai-sdr-for-lean-teams.md", "content_type": "playbook", "product_area": "ai-sdr", "status": "reviewed", "question": "How can a small team run outbound with an AI SDR instead of hiring?", "answer": "Start Jason AI in Approval mode, where every generated message waits on the Pending approvals page until you approve, edit, or regenerate it. One Offer, one Playbook object, and a knowledge base ground what it writes. Keep Autopilot sourcing at its default ten contacts a day, and switch to Automatic mode only after approvals stop needing edits.", "answers": [ "how to set up an ai sdr", "can a small team run outbound with ai", "what does jason ai need before launch", "how much oversight does an ai sdr need" ], "tokens": 2129 }, { "title": "Book meetings from inbound signals", "description": "A play for inbound signals going cold — Website Visitors tracking and the RB2B integration feed identified visitors straight into a sequence, the first line names what the person did, and a connected calendar puts the booking link in the email.", "url": "https://how.reply.io/playbooks/book-meetings-from-inbound-signals", "md": "https://how.reply.io/playbooks/book-meetings-from-inbound-signals.md", "content_type": "playbook", "product_area": "inbox", "status": "reviewed", "question": "How do I turn inbound signals into booked meetings?", "answer": "Follow up while the signal is warm — the quicker a situational email goes out, the more relevant it lands. Website Visitors tracking and the RB2B integration can add identified visitors to a sequence automatically, a connected calendar puts a booking link in your emails, and the sequence stops the moment someone replies.", "answers": [ "how to follow up on inbound leads", "how fast to contact trial signups", "what to send after a content download", "how to add website visitors to a sequence automatically" ], "tokens": 2407 } ] }, { "id": "how-to", "label": "How to", "url": "https://how.reply.io/how-to", "pages": [ { "title": "How-to guides", "description": "Product-interface instructions — connect accounts, import contacts, build and launch sequences, process replies. Steps describe actions, not button positions.", "url": "https://how.reply.io/how-to", "md": "https://how.reply.io/how-to.md", "content_type": "how-to", "product_area": "getting-started", "status": "reviewed", "tokens": 463 }, { "title": "Connect a mailbox", "description": "Add a sending email account in Settings — single-click Gmail, Outlook, and Exchange connections, Autodiscover for on-premises Exchange, manual IMAP and SMTP setup, aliases, and the corporate-domain rule.", "url": "https://how.reply.io/how-to/connect-a-mailbox", "md": "https://how.reply.io/how-to/connect-a-mailbox.md", "content_type": "how-to", "product_area": "email-accounts", "status": "reviewed", "question": "How do I connect a mailbox in Reply?", "answer": "Open Settings, go to the Email Accounts tab, and click New email account. Choose your provider: Gmail, Outlook, or Exchange single-click, Exchange (on-premises) via Autodiscover, or Other Provider with manual IMAP and SMTP settings. Sign in or test the connection; a green dot next to the address confirms the mailbox is connected. Generic domains like gmail.com are not accepted.", "answers": [ "how can I add a sending email account to Reply", "how do I connect Gmail or Outlook to Reply", "how do I connect an Exchange account to Reply", "how do I connect an email alias in Reply" ], "tokens": 1568 }, { "title": "Configure sending limits", "description": "Set the limit stack — the account's daily total and send delay, the sequence's Max number of emails per day and Max new daily contacts with its addition modes, and the same-domain cap.", "url": "https://how.reply.io/how-to/configure-sending-limits", "md": "https://how.reply.io/how-to/configure-sending-limits.md", "content_type": "how-to", "product_area": "settings", "status": "reviewed", "question": "How do I configure sending limits in Reply?", "answer": "Set the account limit first in Settings under Email Accounts, then open the sequence Settings tab and configure Max number of emails per day, Max new daily contacts, Delay between each email sent, and Max same-domain contacts per day. The account daily cap is 400 emails on paid plans, and Max new daily contacts overrides the emails limit.", "answers": [ "how can I set daily email limits in Reply", "how do sequence and account limits interact in Reply", "how do I throttle new contacts per day in Reply", "how do I cap emails to the same domain in Reply" ], "tokens": 1232 }, { "title": "Import contacts", "description": "Bring a CSV into Reply — file requirements, field mapping, the contact identifier, matched-records and no-email options, and the Imported, Updated, Skipped, and Import Errors results.", "url": "https://how.reply.io/how-to/import-contacts", "md": "https://how.reply.io/how-to/import-contacts.md", "content_type": "how-to", "product_area": "people", "status": "reviewed", "question": "How do I import contacts into Reply?", "answer": "Upload a CSV UTF-8 file of up to 10,000 rows in the People tab of a sequence or on the People page, map columns to Reply fields, choose the contact identifier that prevents duplicates, and set matched-records and no-email options. Reply then reports Imported, Updated, Skipped, and Import Errors counts, with a downloadable result file.", "answers": [ "how can I import a CSV of contacts into Reply", "how do I map CSV columns to contact fields", "what do the Imported and Skipped import results mean", "how do I move all CSV contacts into a sequence" ], "tokens": 1280 }, { "title": "Connect a LinkedIn account", "description": "Connect LinkedIn to Reply by session cookie via the Findy extension, by credentials with an optional 2FA shared secret, or by an invite link for profiles you cannot log into.", "url": "https://how.reply.io/how-to/connect-linkedin", "md": "https://how.reply.io/how-to/connect-linkedin.md", "content_type": "how-to", "product_area": "linkedin-automation", "status": "reviewed", "question": "How do I connect a LinkedIn account to Reply?", "answer": "Add the account under Settings → LinkedIn Accounts using one of three methods, a session cookie captured by the Findy Chrome extension, your LinkedIn credentials with an optional 2FA shared secret that also enables automatic reconnection, or an invite link the profile owner authorizes. A LinkedIn seat on the subscription is required; the toggle turns green when connected.", "answers": [ "how do I connect LinkedIn to Reply", "how do I reconnect a disconnected LinkedIn account", "why did my LinkedIn account disconnect from Reply", "can I connect a client LinkedIn account without their password" ], "tokens": 1644 }, { "title": "Set up DNS for sending", "description": "Configure MX, SPF, DKIM, and DMARC at your DNS host for any mail provider and registrar combination, then confirm the records with Reply's domain Health Checker.", "url": "https://how.reply.io/how-to/set-up-dns", "md": "https://how.reply.io/how-to/set-up-dns.md", "content_type": "how-to", "product_area": "deliverability", "status": "reviewed", "question": "How do I set up DNS records for sending email with Reply?", "answer": "Test the domain first, then add the records at your DNS host, MX values from your mail provider, one SPF TXT record within 10 DNS lookups listing every sending server, the DKIM key your mail provider issues, and a DMARC policy starting at p=none. Reply's Health Checker then verifies SPF, DKIM, DMARC, domain age, MX, A records, and rDNS.", "answers": [ "how do I set up SPF DKIM and DMARC for Reply", "how do I configure MX records for sending", "how does Reply check my domain DNS", "what DMARC policy should I use for cold email" ], "tokens": 2026 }, { "title": "Configure account settings", "description": "Where each account preference lives in Settings — the Account tab's personal details and Dark mode toggle, the three email notification reports, per-mailbox signatures, the Beta program, and where compliance and uptime information sits.", "url": "https://how.reply.io/how-to/configure-account-settings", "md": "https://how.reply.io/how-to/configure-account-settings.md", "content_type": "how-to", "product_area": "settings", "status": "reviewed", "question": "How do I configure my account settings in Reply?", "answer": "Open Settings from the profile menu. The Account tab holds personal details, login email, timezone, password, and the Dark mode toggle; the Emails tab holds Email notifications; Email Accounts holds each mailbox signature; and the Beta tab opts you into early features. Compliance and uptime information lives outside the app.", "answers": [ "how do I change my account details in Reply", "how do I turn on dark mode in Reply", "how do I set up email notifications in Reply", "how do I add an email signature in Reply", "how do I enable beta features in Reply" ], "tokens": 2881 }, { "title": "Create a sequence", "description": "Build a sequence in the Reply app — creation options, step types, delays, variables, A/B variants, and the Settings tab with accounts, schedule, and replies handling.", "url": "https://how.reply.io/how-to/create-a-sequence", "md": "https://how.reply.io/how-to/create-a-sequence.md", "content_type": "how-to", "product_area": "sequences", "status": "reviewed", "question": "How do I create a sequence in Reply?", "answer": "On the Sequences page choose From Template, From Scratch, From Magic, or Jason AI SDR. Add contacts, then build steps: email, call, SMS, WhatsApp, LinkedIn, Zapier, task, or condition, each with its own delay. Finish in the Settings tab with email accounts, general limits, a schedule, and replies handling, then save or launch.", "answers": [ "how can I create a new sequence in Reply", "how do I add steps and delays to a sequence", "how do I set up A/B variants in a sequence", "how do I save a sequence as a template" ], "tokens": 1373 }, { "title": "Launch a sequence", "description": "Go live — check messages in Preview, send a test email, start the sequence with its toggle, read the toggle colors, and watch progress and logs in the first window.", "url": "https://how.reply.io/how-to/launch-a-sequence", "md": "https://how.reply.io/how-to/launch-a-sequence.md", "content_type": "how-to", "product_area": "sequences", "status": "reviewed", "question": "How do I launch a sequence in Reply?", "answer": "Check every step in Preview, send a test email to yourself from the step editor, then start the sequence with its toggle. The toggle turns green while the sequence runs; red, orange, or yellow flag problems and limits. Watch contact progress in the People and Steps tabs and check the Logs tab for errors.", "answers": [ "how can I start a sequence in Reply", "how do I send a test email before launching", "what do the sequence toggle colors mean", "how do I track contact progress in a sequence", "where are the sequence error logs in Reply" ], "tokens": 1330 }, { "title": "Edit a running sequence", "description": "What you can safely change on a live sequence and what you cannot — appending and deleting steps, switching to conditional, per-contact email edits, CC and BCC, custom opt-out links, clearing a Bounced status, and bulk actions across sequences.", "url": "https://how.reply.io/how-to/edit-a-running-sequence", "md": "https://how.reply.io/how-to/edit-a-running-sequence.md", "content_type": "how-to", "product_area": "sequences", "status": "reviewed", "question": "How do I edit a sequence that is already running?", "answer": "Steps can only be appended to the end of a live sequence, and an edit never reaches contacts who already passed that step. Deleting a step is permanent. To add conditions, duplicate the sequence and move the Throttled contacts across. Per-contact wording is edited in the Preview tab, without touching the template.", "answers": [ "can I add a step to a running sequence", "what happens when I delete a sequence step", "how do I add CC or BCC to a sequence email", "how do I resend a bounced email in Reply", "how can I see my teammate's sequences" ], "tokens": 4743 }, { "title": "Filter contacts", "description": "Build smart filters on the People page — the property, condition, and value pattern, AND and OR logic, every filter dimension from time zone to LinkedIn connection status, and what you can do with the result.", "url": "https://how.reply.io/how-to/filter-contacts", "md": "https://how.reply.io/how-to/filter-contacts.md", "content_type": "how-to", "product_area": "people", "status": "reviewed", "question": "How do I filter contacts in Reply?", "answer": "Open the People page, click Create new filter, pick a Property, choose a condition such as Is, Is not, Contains, Is set, or Is not set, and enter a value. AND adds another property, OR adds another value for the same property. Click Apply to see results or Save to reuse the filter.", "answers": [ "how do I filter contacts in Reply", "how do I create a smart filter with several conditions", "how can I filter prospects by email validation status", "how do I filter contacts by LinkedIn connection status", "how do I move filtered contacts to a list" ], "tokens": 4177 }, { "title": "Manage duplicate contacts", "description": "Prevent and clean up duplicates — the contact identifier key at import, matched-records choices, account import modes including Duplicate, and the contact handling settings.", "url": "https://how.reply.io/how-to/manage-duplicates", "md": "https://how.reply.io/how-to/manage-duplicates.md", "content_type": "how-to", "product_area": "people", "status": "reviewed", "question": "How do I manage duplicate contacts in Reply?", "answer": "Duplicates are prevented at import: the contact identifier you choose, such as Email, Last Name, or Phone, becomes the key, and matched rows are updated or skipped instead of doubled. Review Imported, Updated, Skipped, and Import Errors counts after each import, and use the account import modes and contact handling settings to control overwrites.", "answers": [ "how can I prevent duplicate contacts in Reply", "how does Reply detect duplicates on import", "what does Skipped mean in Reply import results", "how do account import modes handle existing records" ], "tokens": 959 }, { "title": "Process replies", "description": "The inbox routine — filter and correct AI-assigned categories, handle AI drafts, answer with canned responses, forward threads, and reply on behalf of teammates from one consolidated inbox.", "url": "https://how.reply.io/how-to/process-replies", "md": "https://how.reply.io/how-to/process-replies.md", "content_type": "how-to", "product_area": "inbox", "status": "reviewed", "question": "How do I process replies in Reply?", "answer": "Open the Inbox from the main header, filter by Unread and by category, and work through threads: correct AI-assigned categories, review AI drafts, answer with canned responses or templates, and forward threads that belong to teammates. Replies always send from the email account that started the thread, and auto-replies stay hidden unless you display them.", "answers": [ "how can I triage the Reply inbox", "how do I manage inbox categories in Reply", "how do I use canned responses in the inbox", "how do I reply on behalf of teammates in Reply" ], "tokens": 1276 }, { "title": "Read sequence reports", "description": "Where each number lives — the sequence Stats tab and its Brief and Detailed views, the Reports Emails dashboard, smart filters, and the CSV export options.", "url": "https://how.reply.io/how-to/analyze-campaign-performance", "md": "https://how.reply.io/how-to/analyze-campaign-performance.md", "content_type": "how-to", "product_area": "analytics", "status": "reviewed", "question": "How do I read sequence reports in Reply?", "answer": "Open a sequence's Stats tab for key metrics, the performance chart, and the Brief or Detailed step view with A/B variants, then use the Reports Emails dashboard for team, sequence, template, email account, and provider breakdowns. Filter with smart filters and export contact-based or sequence-based CSV files from the Export button.", "answers": [ "how can I find sequence statistics in Reply", "where are step and variant breakdowns in Reply", "how do I export stats from the Reports page in Reply", "how do I filter email reports in Reply" ], "tokens": 1192 }, { "title": "Troubleshooting", "description": "Symptom-first diagnosis — why an email did not send, a contact was not enrolled, a campaign is not running, a reply was not detected, and more.", "url": "https://how.reply.io/troubleshooting", "md": "https://how.reply.io/troubleshooting.md", "content_type": "troubleshooting", "product_area": "getting-started", "status": "reviewed", "tokens": 488 }, { "title": "Why was an email not sent?", "description": "A due email did not go out — the four cause groups (account, limits, schedule, contact state), the Log tab as the error surface, and how to confirm the fix.", "url": "https://how.reply.io/troubleshooting/email-was-not-sent", "md": "https://how.reply.io/troubleshooting/email-was-not-sent.md", "content_type": "troubleshooting", "product_area": "sequences", "status": "reviewed", "question": "Why was an email not sent in Reply?", "answer": "Most non-sends trace to four cause groups: a disconnected email account, a reached limit (account daily, sequence daily, or the trial's 300 unique contacts), a closed schedule window, or a contact who is not Active. Check the sequence Logs tab first — it names the exact error — then the connection dot, today's limits, and the schedule.", "answers": [ "why was my email not sent in Reply", "Reply sequence not sending emails", "Reply email step due but nothing went out", "why did Reply skip sending an email to a contact" ], "tokens": 1801 }, { "title": "Why is a campaign not running?", "description": "The sequence toggle is the diagnosis — what gray, red, orange, yellow, and blue mean, the 24-hour auto-stop for blocked accounts, and the 8% bounce suspension.", "url": "https://how.reply.io/troubleshooting/campaign-is-not-running", "md": "https://how.reply.io/troubleshooting/campaign-is-not-running.md", "content_type": "troubleshooting", "product_area": "sequences", "status": "reviewed", "question": "Why is a campaign not running in Reply?", "answer": "Read the sequence toggle first: gray means never launched, paused, or archived; red means action required; orange means warnings; yellow means a limit was reached; blue means every contact finished. Then check for a provider block on a sending account — a 24-hour auto-stop — and for the 8% bounce-rate suspension.", "answers": [ "why is my campaign not running in Reply", "Reply sequence toggle is red", "Reply sequence stopped sending emails", "what do Reply sequence toggle colors mean", "Reply sequence paused by itself" ], "tokens": 1757 }, { "title": "Why was a mailbox disconnected?", "description": "An email account dropped its connection — expired connection tokens, revoked access, missing Gmail sending permission, and provider suspensions, with the reconnect path for each.", "url": "https://how.reply.io/troubleshooting/mailbox-was-disconnected", "md": "https://how.reply.io/troubleshooting/mailbox-was-disconnected.md", "content_type": "troubleshooting", "product_area": "email-accounts", "status": "reviewed", "question": "Why was a mailbox disconnected in Reply?", "answer": "A mailbox disconnects when its connection token expires — after security updates, account-setting changes, or a provider forcing re-authorization — when Reply's access is revoked at the provider, or when the provider blocks the account. Check the dot next to the account in Settings, then reconnect; manual SMTP/IMAP accounts must be removed and added back.", "answers": [ "why was my mailbox disconnected in Reply", "Reply email account shows a red dot", "how do I reconnect an email account in Reply", "Reply lost access to my email account" ], "tokens": 1679 }, { "title": "Why LinkedIn steps fail", "description": "Diagnosing stalled LinkedIn sequence steps — an expired session cookie, a lapsed Sales Navigator subscription, missing profile URLs, daily and weekly limits, unassigned contacts, and missing voice profiles.", "url": "https://how.reply.io/troubleshooting/linkedin-steps-fail", "md": "https://how.reply.io/troubleshooting/linkedin-steps-fail.md", "content_type": "troubleshooting", "product_area": "linkedin-automation", "status": "reviewed", "question": "Why do LinkedIn steps fail in Reply?", "answer": "LinkedIn steps usually stop for one of these reasons: an expired session cookie, a lapsed Sales Navigator subscription, contacts missing valid profile URLs, a daily or weekly action limit, contacts left unassigned after an account was removed, no LinkedIn account added to the sequence, or a missing voice profile. Hover over the sequence toggle to read the exact error.", "answers": [ "why did my LinkedIn sequence stop in Reply", "common LinkedIn sequence errors", "why are LinkedIn connection requests not being sent", "how to fix a disconnected LinkedIn account in Reply" ], "tokens": 2002 }, { "title": "Why was a contact not enrolled?", "description": "A contact never made it into the sequence — import skips and errors, the Opted Out block, keep-in-sequence options, and the states that leave an enrolled contact idle.", "url": "https://how.reply.io/troubleshooting/contact-was-not-enrolled", "md": "https://how.reply.io/troubleshooting/contact-was-not-enrolled.md", "content_type": "troubleshooting", "product_area": "people", "status": "reviewed", "question": "Why was a contact not enrolled in Reply?", "answer": "The import may have skipped the row (duplicate) or rejected it (missing First Name, bad numeric format), the contact may be Opted Out — the one status that blocks moving to another sequence — or they were left in their current sequences because no keep option was chosen. Check the import results notification first, then the contact's statuses.", "answers": [ "why was a contact not enrolled in Reply", "Reply import skipped my contacts", "contact missing from a Reply sequence", "why can't I move a contact to another sequence in Reply" ], "tokens": 1736 }, { "title": "Why was a reply not detected?", "description": "A prospect answered but the contact still shows Active — the 3-4 hour window, the main-folder rule, same-address matching, and the direct-email divergence.", "url": "https://how.reply.io/troubleshooting/reply-was-not-detected", "md": "https://how.reply.io/troubleshooting/reply-was-not-detected.md", "content_type": "troubleshooting", "product_area": "inbox", "status": "reviewed", "question": "Why was a reply not detected in Reply?", "answer": "Detection takes up to 3-4 hours and only works when the reply comes from the address you contacted, stays in the main inbox folder for at least 3 hours, the account is properly connected, and the contact is Active or Active plus Contacted — not Finished. Check the sender address and the contact's status first.", "answers": [ "why was a reply not detected in Reply", "Reply keeps sending after a prospect replied", "prospect replied but status did not change in Reply", "Reply did not stop the sequence after a reply" ], "tokens": 1622 }, { "title": "Why do statistics not match?", "description": "Two reports disagree — denominator splits, the 7-day default filter, prospect-level counting, tracking gaps, and deletions that move the numbers.", "url": "https://how.reply.io/troubleshooting/statistics-do-not-match", "md": "https://how.reply.io/troubleshooting/statistics-do-not-match.md", "content_type": "troubleshooting", "product_area": "analytics", "status": "reviewed", "question": "Why do statistics not match in Reply?", "answer": "Mismatches usually come from definitions, not lost data: delivery and bounce rates divide by Total people while open and reply rates divide by Contacted, the Stats tab defaults to the last 7 days, key metrics count each prospect once, and opens rely on a tracking pixel that is off by default. Compare time filters and denominators first.", "answers": [ "why do Reply statistics not match", "Reply open rate looks too low", "Reply Stats tab shows different numbers than Reports", "why did Total people decrease in Reply" ], "tokens": 1597 } ] }, { "id": "behavior", "label": "Behavior", "url": "https://how.reply.io/behavior", "pages": [ { "title": "Behavior", "description": "The deterministic logic Reply applies — what triggers each behavior, what changes as a result, and which exceptions exist. Each behavior is one page.", "url": "https://how.reply.io/behavior", "md": "https://how.reply.io/behavior.md", "content_type": "behavior", "product_area": "getting-started", "status": "reviewed", "tokens": 591 }, { "title": "How contacts enter a sequence", "description": "The enrollment rule — the three add paths and their keep-in-sequence options, start-date scheduling, import requirements, and the pause-on-reply team settings.", "url": "https://how.reply.io/behavior/contact-enrollment", "md": "https://how.reply.io/behavior/contact-enrollment.md", "content_type": "behavior", "product_area": "sequences", "status": "reviewed", "question": "How do contacts enter a sequence in Reply?", "answer": "Contacts enter a sequence by CSV import, adding from existing contacts, or moving between sequences — each path offers a keep-in-current-sequences choice, and a start date can defer processing. Contact handling settings can pause a replying contact in all sequences, or pause every contact from the same organization, on business domains only.", "answers": [ "how do contacts get added to a sequence in Reply", "can a contact be in two sequences at once", "how do I schedule contacts to start a sequence on a date", "what pauses a contact in all sequences on reply" ], "tokens": 1937 }, { "title": "How Reply detects duplicate contacts", "description": "The deduplication rule — the contact identifier chosen at import, update-vs-skip handling for matched records, and LinkedIn URL normalization across every source.", "url": "https://how.reply.io/behavior/contact-deduplication", "md": "https://how.reply.io/behavior/contact-deduplication.md", "content_type": "behavior", "product_area": "people", "status": "reviewed", "question": "How does Reply detect duplicate contacts?", "answer": "The contact identifier chosen at import — Email, Last Name, or Phone — becomes the distinguishing key that prevents duplicates; rows matching an existing record are updated or skipped, never doubled. LinkedIn URLs are normalized to a canonical form on every ingestion source, so URL variants of one profile do not create duplicates.", "answers": [ "how does Reply handle duplicate contacts", "what does Skipped mean in Reply import results", "how does LinkedIn URL normalization prevent duplicates", "what happens when I import a contact that already exists in Reply" ], "tokens": 2011 }, { "title": "How email validation works", "description": "How Reply classifies addresses as Valid, Risky, or Invalid — the disposable, catch-all, and honeypot signals, the syntax, DNS, and mailbox error taxonomy, and when validation runs.", "url": "https://how.reply.io/behavior/email-validation", "md": "https://how.reply.io/behavior/email-validation.md", "content_type": "behavior", "product_area": "people", "status": "reviewed", "question": "How does email validation work in Reply?", "answer": "Reply validates each address and assigns Valid, Risky, or Invalid. Risky covers disposable domains, catch-all servers, and honeypots; Invalid covers syntax, DNS, and mailbox errors. Contacts with Invalid addresses receive no sequence emails. Validation runs on demand from the People page or automatically when contacts enter a sequence, consuming email validation credits.", "answers": [ "how does email validation work in Reply", "what do Valid Risky and Invalid email statuses mean", "why are invalid contacts not receiving sequence emails", "when does Reply validate email addresses" ], "tokens": 2469 }, { "title": "How a sequence executes", "description": "The execution rule — daily contact throttling, the 10,000-email cap, step delays that count weekends, task handling modes, and the same-domain limit.", "url": "https://how.reply.io/behavior/sequence-execution", "md": "https://how.reply.io/behavior/sequence-execution.md", "content_type": "behavior", "product_area": "sequences", "status": "reviewed", "question": "How does a sequence execute in Reply?", "answer": "An active sequence advances each contact step by step. Max new daily contacts throttles how many start Step 1 daily and overrides Max emails per day (up to 10,000). Step delays count weekends, one day equals 24 hours, and Calls and Tasks steps advance manually or automatically after the step delay.", "answers": [ "how does Reply move contacts through sequence steps", "what does the Throttled status mean in Reply", "how do step delays work in Reply", "how are call and task steps handled in a sequence", "how do I limit sending to one domain per day" ], "tokens": 2189 }, { "title": "When Reply sends", "description": "The timing rule — schedule windows in UTC without DST, contact-timezone override, holiday calendars, daily contact capacity, and per-email delays.", "url": "https://how.reply.io/behavior/sending-schedules", "md": "https://how.reply.io/behavior/sending-schedules.md", "content_type": "behavior", "product_area": "settings", "status": "reviewed", "question": "When does Reply send emails?", "answer": "A message sends when its schedule window is open. Schedules run on UTC and do not adjust for Daylight Saving Time; a contact's own timezone applies when set and enabled. Max new daily contacts overrides Max emails per day and applies every day, including weekends; holiday calendars skip nationally recognized public holidays.", "answers": [ "when does Reply send sequence emails", "how do schedule windows work in Reply", "how do timezones affect Reply sending", "what delays an email send in Reply", "does Reply account for daylight saving time" ], "tokens": 1899 }, { "title": "How Reply selects a sending mailbox", "description": "The mailbox assignment rule — round-robin distribution across up to 100 accounts, follow-up thread continuity, provider matching, and reassignment on removal.", "url": "https://how.reply.io/behavior/mailbox-selection", "md": "https://how.reply.io/behavior/mailbox-selection.md", "content_type": "behavior", "product_area": "email-accounts", "status": "reviewed", "question": "How does Reply select a sending mailbox?", "answer": "Reply assigns each new contact to one of up to 100 sequence email accounts using round-robin logic, from any source. All follow-ups send from the same account as the first email unless that account is removed. Matching email providers, when enabled, pairs contacts with same-provider senders; the Reassign email accounts setting redistributes contacts automatically.", "answers": [ "how does Reply choose which email account sends", "how does mailbox rotation work in Reply", "why are contacts not assigned to a sending email in Reply", "how does provider matching work in Reply" ], "tokens": 2030 }, { "title": "How LinkedIn action limits work", "description": "The daily caps Reply applies to automatic LinkedIn steps — dynamic ranges vs a static maximum, the nine action types, the 100-per-action ceiling, and what happens when a cap is hit.", "url": "https://how.reply.io/behavior/linkedin-limits", "md": "https://how.reply.io/behavior/linkedin-limits.md", "content_type": "behavior", "product_area": "linkedin-automation", "status": "reviewed", "question": "How do LinkedIn action limits work in Reply?", "answer": "Reply caps each automatic LinkedIn action type per day, across nine action types. Dynamic limit ranges pick a random number each day (suggested 25-35 for most actions, 35-50 for messages); the static mode uses one fixed number, 30 by default. Any limit can be raised to 100. A hit limit pauses that action until the next day.", "answers": [ "how do LinkedIn action limits work in Reply", "what are safe LinkedIn automation limits", "why did my LinkedIn steps pause at a daily limit", "how many LinkedIn connection requests can Reply send per day" ], "tokens": 2721 }, { "title": "How Reply detects replies", "description": "The reply-detection rule — the IMAP-monitored mailbox, the 3-4 hour detection window, same-address matching, forwarded emails, and which statuses a reply sets.", "url": "https://how.reply.io/behavior/reply-detection", "md": "https://how.reply.io/behavior/reply-detection.md", "content_type": "behavior", "product_area": "inbox", "status": "reviewed", "question": "How does Reply detect replies?", "answer": "Reply checks the mailbox connected via IMAP and matches incoming messages to contacts with Active or Active plus Contacted statuses. Detection takes up to 3-4 hours; replies must stay in the main inbox folder at least 3 hours. A sequence-email reply sets Replied and Finished and stops the sequence unless Continue processing steps is enabled.", "answers": [ "how does Reply detect replies", "what happens when a contact replies in Reply", "how does Reply match replies to contacts", "how does Reply handle out-of-office replies", "when does a reply stop a sequence" ], "tokens": 2126 }, { "title": "What happens when an email bounces", "description": "The bounce rule — hard vs soft bounces, the 4% and 8% bounce-rate thresholds, the 200-email floor, and how a stopped step resumes the next day.", "url": "https://how.reply.io/behavior/bounce-handling", "md": "https://how.reply.io/behavior/bounce-handling.md", "content_type": "behavior", "product_area": "deliverability", "status": "reviewed", "question": "What happens when an email bounces in Reply?", "answer": "A bounce marks the contact Bounced and feeds the sequence bounce rate, recalculated once an hour. At a 4% rate the sequence toggle turns orange; at 8% Reply stops the sending step until the end of the day — but only once 200 or more emails have gone out. Follow-ups keep sending, and the step resumes next day.", "answers": [ "what happens when an email bounces in Reply", "how does Reply handle hard and soft bounces", "what is the bounce rate threshold in Reply", "why did my sequence stop because of bounces" ], "tokens": 1639 }, { "title": "When Reply stops a sequence", "description": "Every condition that stops automated outreach — the six sequence toggle states, replies handling, blocked-account auto-stop, and the 8% bounce suspension.", "url": "https://how.reply.io/behavior/sequence-stopping", "md": "https://how.reply.io/behavior/sequence-stopping.md", "content_type": "behavior", "product_area": "sequences", "status": "reviewed", "question": "When does Reply stop a sequence?", "answer": "A sequence's toggle shows six states — Green Active, Gray Inactive, Red Action required, Orange Issues, Yellow Limits reached, Blue Completed. Contacts stop on reply under Mark as finished, and sending pauses when an email account gets blocked or the 8% bounce rate is reached; first-step sending resumes automatically after 24 hours.", "answers": [ "what stops a sequence in Reply", "what do the sequence toggle colors mean", "why is my sequence suspended", "when does Reply stop emailing a contact", "why did a contact get the Finished status" ], "tokens": 2422 }, { "title": "How statuses change", "description": "The 14 contact statuses — when Reply assigns each one, which are user-settable, and the reconstructed transition rules including one-way and retained statuses.", "url": "https://how.reply.io/behavior/status-transitions", "md": "https://how.reply.io/behavior/status-transitions.md", "content_type": "behavior", "product_area": "sequences", "status": "reviewed", "question": "How do contact statuses change in Reply?", "answer": "Reply assigns 14 contact statuses automatically as outreach events occur — Active, Paused, Missing Data, Bounced, Out of office, Finished, Contacted, Opted Out, Replied, Opened, Clicked, Auto-replied, To call, and Called. Some are user-settable; Contacted, Opened, Clicked, and Auto-replied are not, and Opted Out is retained outside sequences.", "answers": [ "how do contact statuses change in Reply", "which Reply statuses can be set manually", "what does each contact status mean in Reply", "which statuses are permanent in Reply", "why does a bounced contact show opened" ], "tokens": 2593 }, { "title": "How statistics are calculated", "description": "Every email-metric formula — Total people, Contacted, and the denominator split that puts delivery and bounce rates over Total but open and reply rates over Contacted.", "url": "https://how.reply.io/behavior/statistics-calculation", "md": "https://how.reply.io/behavior/statistics-calculation.md", "content_type": "behavior", "product_area": "analytics", "status": "reviewed", "question": "How are statistics calculated in Reply?", "answer": "Every rate divides one counter by a defined denominator. Delivery rate and bounce rate divide by Total people — Contacted plus Out of Office, Bounced, and Auto Replied — while open, reply, interested, meetings, and opt-out rates divide by Contacted only. A LinkedIn connection request without a note does not count as contacted.", "answers": [ "how does Reply calculate sequence statistics", "what counts as contacted in Reply", "how is reply rate calculated in Reply", "what is the difference between Total people and Contacted", "how does deleting a contact change Reply statistics" ], "tokens": 1973 } ] }, { "id": "specifications", "label": "Specifications", "url": "https://how.reply.io/specifications", "pages": [ { "title": "Specifications", "description": "The authoritative definition of every Reply object — what it is, how it relates to other objects, its lifecycle, configuration, side effects, and edge cases.", "url": "https://how.reply.io/specifications", "md": "https://how.reply.io/specifications.md", "content_type": "specification", "product_area": "getting-started", "status": "reviewed", "tokens": 661 }, { "title": "Contacts", "description": "The specification of the Reply contact — one record per person with profile fields, custom fields, an email validation status, 14 sequence statuses, and a separate pipeline stage. Called People in the app.", "url": "https://how.reply.io/specifications/contacts", "md": "https://how.reply.io/specifications/contacts.md", "content_type": "specification", "product_area": "people", "status": "reviewed", "question": "What is a contact in Reply and how does it behave?", "answer": "A contact is Reply's record for one person — profile fields, custom fields, an email validation status, and a pipeline stage. The app labels the section People; the API noun is Contact. Inside each sequence the contact carries statuses drawn from 14 values, and Opted Out is the only status retained outside sequences.", "answers": [ "what is a contact in Reply", "what are contact statuses in Reply", "how do contact stages differ from statuses", "can a contact be in two sequences at once", "what happens when a contact opts out" ], "tokens": 3402 }, { "title": "Companies", "description": "The specification of the Reply company record — Accounts in the app. How accounts group contacts, the eight account stages, account lists, CSV import modes, and filters.", "url": "https://how.reply.io/specifications/companies", "md": "https://how.reply.io/specifications/companies.md", "content_type": "specification", "product_area": "accounts", "status": "reviewed", "question": "What is a company in Reply and how does it relate to contacts?", "answer": "A company is Reply's record for one organization — Accounts in the app, Company in the API. Each account groups contacts, and one contact belongs to at most one account at a time. Accounts carry an eight-value stage enum from New to Closed-won and Closed-lost, plus account lists, CSV import with four merge modes, and filters.", "answers": [ "what is a company in Reply", "how do accounts group contacts", "what are account stages", "how do I import accounts from a CSV", "can a contact belong to two accounts" ], "tokens": 2664 }, { "title": "Lists", "description": "The specification of Reply lists — named collections of contacts or accounts for segmentation and team sharing, and how lists differ from filters and the blacklist.", "url": "https://how.reply.io/specifications/lists", "md": "https://how.reply.io/specifications/lists.md", "content_type": "specification", "product_area": "people", "status": "reviewed", "question": "What is a list in Reply and what does it do?", "answer": "A list is a named collection of contacts — or, on the Accounts page, of companies — used to segment outreach. One contact can sit on any number of lists. Lists are created on the People page or during CSV import, shared with the team on Team Edition public mode, and are distinct from the blacklist, which suppresses sending.", "answers": [ "what is a list in Reply", "can a contact be on multiple lists", "how do I share a contact list with my team", "what is an account list in Reply", "how is the blacklist different from a list" ], "tokens": 1886 }, { "title": "Prospect data", "description": "The specification of Reply's data services — Realtime B2B Data search, contact enrichment, AI custom field enrichment, and email validation, with the Reply credit cost of each.", "url": "https://how.reply.io/specifications/prospect-data", "md": "https://how.reply.io/specifications/prospect-data.md", "content_type": "specification", "product_area": "reply-data", "status": "reviewed", "question": "What is Reply Data and how does Live Data search work?", "answer": "Reply Data spans Realtime B2B Data search over live LinkedIn data, contact and AI-field enrichment, and email validation with Valid, Risky, and Invalid statuses. Search and enrichment consume Reply credits — 1 per LinkedIn URL, 2 per email, 3 per phone number. Every user receives 50 basic credits; Email Volume and Multichannel plans include 50 per month.", "answers": [ "what is Reply Data", "how does Realtime B2B Data search work", "how does contact enrichment work in Reply", "what do Reply credits pay for", "what are email validation statuses" ], "tokens": 3154 }, { "title": "Sequences", "description": "The authoritative specification of the Reply sequence — ordered outreach steps, enrolled contacts, up to 100 sending accounts, the General and Replies settings, and the six toggle states. Formerly called a campaign.", "url": "https://how.reply.io/specifications/sequences", "md": "https://how.reply.io/specifications/sequences.md", "content_type": "specification", "product_area": "sequences", "status": "reviewed", "question": "What is a sequence in Reply and how does it behave?", "answer": "A sequence is Reply's unit of outreach execution: ordered steps, enrolled contacts, up to 100 assigned email accounts, a schedule, and settings such as Max new daily contacts and Max number of emails per day (up to 10,000). Its toggle shows six states, from green Active to blue Completed. Replies either finish the contact or sending continues.", "answers": [ "what is a sequence in Reply", "how does a sequence execute steps", "what do sequence toggle colors mean", "what settings control how many emails a sequence sends", "does duplicating a sequence copy contacts" ], "tokens": 3521 }, { "title": "Sequence steps", "description": "The specification of sequence steps — email, LinkedIn, call, SMS, WhatsApp, task, condition, and Zapier actions, with A/B variants, step delays, and manual or automatic task handling.", "url": "https://how.reply.io/specifications/sequence-steps", "md": "https://how.reply.io/specifications/sequence-steps.md", "content_type": "specification", "product_area": "sequences", "status": "reviewed", "question": "What is a sequence step in Reply and how do steps execute?", "answer": "A step is one action inside a sequence: email, LinkedIn, call, SMS, WhatsApp, task, Zapier, or a Yes/No condition. Automatic email steps send themselves; most other channels create tasks completed from the Chrome Extension. Each step defines a delay from the previous one (weekends included), and email steps support A/B variants distributed randomly.", "answers": [ "what step types does Reply support", "which sequence steps create tasks", "how do email step variants work", "how do step delays work in Reply", "what is a condition step in a sequence" ], "tokens": 2521 }, { "title": "Campaigns", "description": "Campaign is the former name of what Reply now calls a sequence. This page explains where the old name survives and routes to the sequence specification.", "url": "https://how.reply.io/specifications/campaigns", "md": "https://how.reply.io/specifications/campaigns.md", "content_type": "specification", "product_area": "sequences", "status": "reviewed", "question": "What is a campaign in Reply and how does it relate to a sequence?", "answer": "A campaign is a sequence: the former product name for the same object. The old name survives in the legacy v1 API, in older support content and URLs, and in everyday speech; Reply's own help articles still say campaign when they mean sequence. New builds should use the v3 sequences endpoints on docs.reply.io.", "answers": [ "what is a campaign in Reply", "how do campaigns relate to sequences", "where does the campaign name still appear", "should new integrations use the v1 campaigns endpoints" ], "tokens": 1121 }, { "title": "Email accounts", "description": "The specification of Reply email accounts (mailboxes) — plan-based allowances, connection methods from single-click to CSV bulk import, per-account delays, DNS health checks, opt-out settings, and MailToaster warm-up.", "url": "https://how.reply.io/specifications/email-accounts", "md": "https://how.reply.io/specifications/email-accounts.md", "content_type": "specification", "product_area": "email-accounts", "status": "reviewed", "question": "What is an email account in Reply and how does it behave?", "answer": "An email account is a connected sending identity Reply sends and receives through; mailbox is the everyday synonym. Trial includes 2 accounts, Multichannel 5 (monthly) or 10 (annual), Agency plans unlimited; extra mailboxes cost $29/month. Generic domains such as gmail.com are rejected. Each account carries a daily limit, delay, signature, opt-out settings, and MailToaster warm-up.", "answers": [ "what is an email account in Reply", "how many email accounts does my Reply plan include", "can I connect a gmail.com mailbox to Reply", "how do I reconnect a disconnected email account", "how does email warm-up work in Reply" ], "tokens": 4185 }, { "title": "Schedules", "description": "The specification of Reply schedules — weekly sending windows in UTC with no DST adjustment, contact-timezone sending, national holiday calendars, defaults, and changing the schedule of an active sequence.", "url": "https://how.reply.io/specifications/schedules", "md": "https://how.reply.io/specifications/schedules.md", "content_type": "specification", "product_area": "settings", "status": "reviewed", "question": "What is a schedule in Reply and how does it control sending?", "answer": "A schedule defines when sequences may send: weekdays, time ranges, and a sending timezone, evaluated in UTC with no Daylight Saving Time adjustment. Follow-ups can use a separate schedule, sending can follow the contact's time zone, and holiday calendars skip nationally recognized holidays. Reply recommends a delivery window of at least 2.5-4 hours.", "answers": [ "what is a schedule in Reply", "can I change the schedule for an active sequence", "does Reply adjust schedules for daylight saving time", "how do holiday calendars affect sending", "can sending follow the contact's time zone" ], "tokens": 2120 }, { "title": "Tasks", "description": "The specification of Reply tasks — task types and subtypes, sequence-generated vs manually created tasks, manual and automatic handling modes, Tasks page filters and bulk actions, Chrome Extension execution, and what the task object leaves undocumented.", "url": "https://how.reply.io/specifications/tasks", "md": "https://how.reply.io/specifications/tasks.md", "content_type": "specification", "product_area": "sequences", "status": "reviewed", "question": "What is a task in Reply and how are tasks created and completed?", "answer": "A task is a unit of manual work in Reply: a to-do, call, manual email, SMS, WhatsApp, LinkedIn action, or meeting. Sequences generate tasks from manual steps; users create them on the Tasks page or in the Chrome Extension. Tasks are completed in the extension, which advances the contact to the next step.", "answers": [ "what is a task in Reply", "how do tasks work in Reply sequences", "what task types does Reply support", "how do I complete tasks in Reply", "can Reply complete tasks automatically" ], "tokens": 3742 }, { "title": "Templates and variables", "description": "The specification of Reply message templates and personalization variables — the contact, team, custom, advanced, and AI variable types with their syntax, Spintax randomization, template folders and sharing, and the HTML-editor rules for images, fonts, and hyperlinked custom fields.", "url": "https://how.reply.io/specifications/templates-and-variables", "md": "https://how.reply.io/specifications/templates-and-variables.md", "content_type": "specification", "product_area": "sequences", "status": "reviewed", "question": "What variables and templates does Reply support and how do they work?", "answer": "Variables are placeholders in double curly braces that personalize email, LinkedIn, SMS, WhatsApp, and Call step content per contact. Reply supports basic contact, team, custom, advanced (fallback, conditional, date), and AI variables, plus Spintax randomization. Templates live in Personal, Team, and Library folders and can be shared; sequences can be saved as templates.", "answers": [ "what variables does Reply support", "how do I personalize emails in Reply", "what is Spintax in Reply", "how do fallback variables work in Reply", "how do I share email templates with my team" ], "tokens": 4168 }, { "title": "Conversations", "description": "The specification of Reply conversations — message threads with one contact across email and LinkedIn, their participants, CC handling, threading rules, and outside-email sync.", "url": "https://how.reply.io/specifications/conversations", "md": "https://how.reply.io/specifications/conversations.md", "content_type": "specification", "product_area": "inbox", "status": "reviewed", "question": "What is a conversation in Reply and how do messages attach to it?", "answer": "A conversation is the thread of messages between your workspace and one contact — automatic and manual emails plus LinkedIn messages, connection requests, and InMails. Follow-up emails with an empty subject line send in the same thread. Replies always go out from the email account the thread is connected to, and emails sent outside Reply can sync in.", "answers": [ "what is a conversation in Reply", "how do sequence emails send in the same thread", "do emails sent outside Reply appear in the thread", "who can reply to a thread in the Reply inbox", "how does Reply handle CC recipients when replying" ], "tokens": 3245 }, { "title": "Inbox", "description": "The specification of the Reply Inbox — the consolidated view over all threads, with main and inbox categories, filters, search, unread state, and auto-reply handling.", "url": "https://how.reply.io/specifications/inbox", "md": "https://how.reply.io/specifications/inbox.md", "content_type": "specification", "product_area": "inbox", "status": "reviewed", "question": "What is the Reply Inbox and how does it organize threads?", "answer": "The Inbox is Reply's consolidated view of all threads from all sequences and team members, covering automatic and manual emails and LinkedIn messages. Threads carry one inbox category — Interested, Not interested, Do not contact, Not now, Forwarded, with Meeting intent as a subcategory — assigned by AI or manually, and filters, search, and bulk actions organize triage.", "answers": [ "what is the Reply inbox", "what are the default inbox categories in Reply", "can a thread have more than one inbox category", "how do I hide auto-replies in the Reply inbox", "how do I export replies from the inbox to CSV" ], "tokens": 3405 }, { "title": "Knowledge bases", "description": "The specification of the Jason AI knowledge base — product information added as text, documents (100 MB per file), and links, plus Reply Handling with Auto, Draft, and Stop & notify modes and Re-engagement follow-ups.", "url": "https://how.reply.io/specifications/knowledge-bases", "md": "https://how.reply.io/specifications/knowledge-bases.md", "content_type": "specification", "product_area": "ai-sdr", "status": "reviewed", "question": "What is a knowledge base in Reply and what does Jason AI use it for?", "answer": "A knowledge base stores product information — text entries, uploaded documents, and links — that Jason AI draws on when handling replies. Its Reply Handling tab defines per-question handlers with Auto, Draft, or Stop & notify delivery modes; its Re-engagement section schedules follow-ups to silent leads. Linking it to an AI SDR sequence activates it.", "answers": [ "what is a knowledge base in Reply", "how do reply handlers work", "what are re-engagement follow-ups in Jason AI", "what delivery modes can a reply handler use", "how do I connect a knowledge base to a sequence" ], "tokens": 2602 }, { "title": "Offers", "description": "The specification of Jason AI offers — audience-specific positioning built from an ICP, pain points, value propositions, proof points, and case studies; five are generated per new sequence, with an Update original vs Keep separate edit flow.", "url": "https://how.reply.io/specifications/offers", "md": "https://how.reply.io/specifications/offers.md", "content_type": "specification", "product_area": "ai-sdr", "status": "reviewed", "question": "What is an offer in Reply and how does Jason AI use it?", "answer": "An offer presents your product to a specific audience segment: an ICP plus the pain points, value propositions, proof points, and case studies that matter to it. Jason AI generates five offers per new sequence as different selling angles, draws on offer data for every personalized message, and asks whether edits update the original or create a separate copy.", "answers": [ "what is an offer in Reply", "how does Jason AI generate offers", "does editing an offer affect existing sequences", "how many offers does Jason AI create per sequence", "how do offers segment an audience" ], "tokens": 2687 }, { "title": "Playbook (Jason AI object)", "description": "The specification of the Jason AI playbook — the message-generation prompt with Do and Don't instructions, step-specific sections, step attachments, and the AI-generated playbook Jason builds from your offer.", "url": "https://how.reply.io/specifications/playbooks", "md": "https://how.reply.io/specifications/playbooks.md", "content_type": "specification", "product_area": "ai-sdr", "status": "reviewed", "question": "What is a playbook in Reply and how does it control the messages Jason AI writes?", "answer": "A playbook is a prompt document of instructions — Do and Don't lists, subject-line rules, and step-specific sections — that controls how Jason AI writes sequence messages. It shapes tone, style, length, and structure but cannot build sequences, pick audiences, or manage replies. Jason can also generate a playbook from your offer, tagged AI Generated.", "answers": [ "what is a playbook in Reply", "how do playbooks control AI-generated messages", "can Jason AI generate a playbook automatically", "what can a playbook not do", "can files be attached to playbook steps" ], "tokens": 3371 }, { "title": "Workspaces and roles", "description": "The specification of Reply's organization structure — how an organization contains workspaces and users, the permanent organization-owner rules, the three role levels, Team Edition Public and Private modes, and the seat types that gate access to mailboxes, LinkedIn, and calls.", "url": "https://how.reply.io/specifications/workspaces-and-roles", "md": "https://how.reply.io/specifications/workspaces-and-roles.md", "content_type": "specification", "product_area": "team", "status": "reviewed", "question": "How do organizations, workspaces, roles, and Team Edition work in Reply?", "answer": "Every Reply account is an organization containing workspaces — isolated groups with their own users, data, and roles. The organization owner is permanent, belongs to every workspace, and cannot be removed. Roles exist at organization, team-wide, and workspace levels. Team Edition adds shared prospects and sequences in Public or Private mode.", "answers": [ "how do workspaces work in Reply", "who is the organization owner in Reply", "what roles exist in Reply", "what is Team Edition Public and Private mode", "how do seats work in Reply", "what is the difference between Public and Private mode in Reply", "how do I remove a team member in Reply" ], "tokens": 6990 }, { "title": "Triggers", "description": "The specification of Reply triggers — the built-in When/If/Then automations in Settings, the full catalog of trigger events with their available actions, the conditions that narrow them, and how they behave in Team Edition.", "url": "https://how.reply.io/specifications/triggers", "md": "https://how.reply.io/specifications/triggers.md", "content_type": "specification", "product_area": "automation", "status": "reviewed", "question": "What is a trigger in Reply and what events and actions are available?", "answer": "Triggers are built-in automations configured in Settings → Triggers as When an event fires, If optional conditions match, Then run actions. Seventeen events cover contact, email, call, and LinkedIn activity; actions add to lists, move or remove from sequences, update fields, set stages, pause contacts, or assign owners.", "answers": [ "what is a trigger in Reply", "what trigger events are available in Reply", "how do I automate contact stages in Reply", "how do triggers work in Team Edition", "can a trigger move a contact to another sequence" ], "tokens": 5029 } ] }, { "id": "reference", "label": "Reference", "url": "https://how.reply.io/reference", "pages": [ { "title": "Reference", "description": "Exact values and lookup tables — terminology, entity relationships, statuses, permissions, limits, and calculations. Compact pages built for retrieval, not reading order.", "url": "https://how.reply.io/reference", "md": "https://how.reply.io/reference.md", "content_type": "reference", "product_area": "getting-started", "status": "reviewed", "tokens": 489 }, { "title": "Terminology", "description": "The canonical name for every Reply object, the synonyms you will meet in the app and the API, and the one-line definition of each.", "url": "https://how.reply.io/reference/terminology", "md": "https://how.reply.io/reference/terminology.md", "content_type": "reference", "product_area": "getting-started", "status": "reviewed", "question": "What is the canonical name for each Reply object?", "answer": "Every Reply object has exactly one canonical name on this site. The most confused pair is Sequence and Campaign — one object, two names, and Sequence is the current one. This glossary is generated from the entity registry, so definitions here always match the rest of the site.", "answers": [ "what is a sequence in Reply", "what is the difference between a sequence and a campaign in Reply", "what does Reply call a mailbox", "Reply terminology glossary" ], "tokens": 1740 }, { "title": "A–Z index", "description": "Every page and every registered entity on this site, alphabetically — pages, objects, and the synonyms that point at them.", "url": "https://how.reply.io/reference/a-z", "md": "https://how.reply.io/reference/a-z.md", "content_type": "reference", "product_area": "getting-started", "status": "reviewed", "question": "Where is the alphabetical index of everything on this site?", "answer": "This page lists every page and every registered product entity on how.reply.io alphabetically, including synonyms that redirect to their canonical entry. It is generated on every build, works without JavaScript, and is the fallback when search is unavailable. Entries marked \"see\" are aliases pointing at the canonical name.", "answers": [ "Reply documentation index", "alphabetical list of Reply objects", "how to find a page on how.reply.io" ], "tokens": 2674 }, { "title": "Entity relationships", "description": "Which Reply object contains, uses, or references which — the organization containment chain, the outreach object graph, and the ownership rules that move data between them.", "url": "https://how.reply.io/reference/entity-relationships", "md": "https://how.reply.io/reference/entity-relationships.md", "content_type": "reference", "product_area": "getting-started", "status": "reviewed", "question": "What are the entity relationships in Reply?", "answer": "An organization contains workspaces, each with its own users, roles, and data; the owner belongs to every workspace. Contacts group under accounts — one account per contact — and into lists. A sequence contains steps, enrolls contacts, sends through assigned email accounts on a schedule, and replies land as conversations in the shared inbox.", "answers": [ "how do organizations workspaces and users relate in Reply", "what objects does a sequence connect to", "can a contact belong to more than one account", "what happens to data when a user is removed" ], "tokens": 1531 }, { "title": "Lifecycle diagrams", "description": "The contact status, sequence toggle, and email validation lifecycles as machine-readable text diagrams, each with a table of the events that trigger every transition.", "url": "https://how.reply.io/reference/lifecycle-diagrams", "md": "https://how.reply.io/reference/lifecycle-diagrams.md", "content_type": "reference", "product_area": "getting-started", "status": "reviewed", "question": "What are the lifecycle states in Reply?", "answer": "A contact in a sequence starts Active, gains Contacted after the first email, and moves through Opened, Clicked, Replied, Bounced, Out of office, or Opted Out toward Finished. Sequence toggles cycle from gray Inactive through green Active to blue Completed, with red, orange, and yellow flagging problems. Validation ends Valid, Risky, or Invalid.", "answers": [ "what is the contact status lifecycle in Reply", "how does a sequence toggle change color", "what are the email validation outcomes", "what events stop sending to a contact" ], "tokens": 1558 }, { "title": "Statuses", "description": "Every status family in Reply with exact values — the 14 contact statuses, contact and account stages, sequence toggle colors, email validation results, and inbox categories.", "url": "https://how.reply.io/reference/statuses", "md": "https://how.reply.io/reference/statuses.md", "content_type": "reference", "product_area": "getting-started", "status": "reviewed", "question": "What status values exist in Reply?", "answer": "Contact statuses are fourteen per-sequence labels Reply assigns automatically, from Active to Called. Stages are separate editable engagement labels you set yourself. Account stages run New through Closed-lost, sequence toggles show six colors from green Active to blue Completed, email validation returns Valid, Risky, or Invalid, and inbox threads carry one category each.", "answers": [ "what are the contact statuses in Reply", "how are contact stages different from statuses", "what do the sequence toggle colors mean", "what are the email validation statuses in Reply", "what inbox categories does Reply use" ], "tokens": 2786 }, { "title": "Permissions and roles", "description": "Reply's three-tier role model — organization, team-wide, and workspace roles — with the organization-level permission list, workspace permission categories, and the seat types behind resource access.", "url": "https://how.reply.io/reference/permissions", "md": "https://how.reply.io/reference/permissions.md", "content_type": "reference", "product_area": "team", "status": "reviewed", "question": "What permissions and roles exist in Reply?", "answer": "A Reply organization has one permanent owner plus three role levels: Organization roles govern billing, users, and workspaces; Team-wide roles apply one permission set across several workspaces; Workspace roles control sequences, contacts, reports, and other categories inside a single workspace. Approval permissions are clamped so Approve never exceeds View.", "answers": [ "what roles exist in a Reply organization", "what can the organization owner do in Reply", "what permission categories do workspace roles include", "how do team-wide roles work in Reply" ], "tokens": 2597 }, { "title": "Limits", "description": "Every documented Reply limit in one place — sending caps, contact storage, API rate limits, LinkedIn action limits, and the fair-usage mailbox scale.", "url": "https://how.reply.io/reference/limits", "md": "https://how.reply.io/reference/limits.md", "content_type": "reference", "product_area": "settings", "status": "reviewed", "question": "What limits apply in Reply?", "answer": "One email account sends at most 400 emails per day on paid plans, 200 on trial. Contact storage defaults to 100,000. The API allows 15,000 requests per month with 10 seconds between calls. LinkedIn actions cap at 100 per day per action type. Sequence-level daily caps, delays, and fair-usage mailbox counts stack on top.", "answers": [ "what sending limits does Reply enforce", "how many emails can I send per day in Reply", "what are the API rate limits in Reply", "how many LinkedIn actions per day does Reply allow", "what is the contact storage limit in Reply" ], "tokens": 1492 }, { "title": "Calculations", "description": "The exact formula behind every Reply email metric — Total people, Contacted, delivery, open, reply, bounce, and opt-out rates — plus tracking mechanics and both CSV export field dictionaries.", "url": "https://how.reply.io/reference/calculations", "md": "https://how.reply.io/reference/calculations.md", "content_type": "reference", "product_area": "analytics", "status": "reviewed", "question": "How are Reply's email metrics calculated?", "answer": "Total people equals Contacted plus Out of Office, Bounced, and Auto Replied contacts. Delivery rate and bounce rate divide by Total people; open, reply, interested, meetings, and opt-out rates divide by Contacted — distinct contacts reached by an email step, a LinkedIn connection request with a note, or a LinkedIn message or InMail.", "answers": [ "how does Reply calculate reply rate", "what counts as contacted in Reply", "which denominators do Reply metrics use", "what fields are in Reply CSV exports", "how does Reply track opens and clicks" ], "tokens": 2471 }, { "title": "API limits and webhooks", "description": "Reference for Reply's API rate limits — the 15,000-call monthly quota, per-team-member allocation, and 10-second call interval — plus the V2 vs V3 webhook generations, event types, subscription scopes, and payload options.", "url": "https://how.reply.io/reference/api-limits", "md": "https://how.reply.io/reference/api-limits.md", "content_type": "reference", "product_area": "integrations", "status": "reviewed", "question": "What are Reply's API rate limits and how do webhooks work?", "answer": "Reply's API allows 15,000 calls every 30 calendar days per team member — limits are not shared — with a 10-second minimum between calls. Zapier calls count; native integrations do not. Webhooks come in two generations: legacy V2, configured with an API key, and current V3, managed in Settings or via the web API.", "answers": [ "what are the API rate limits in Reply", "how many API calls does Reply allow per month", "do team members share the Reply API limit", "what webhooks does Reply support", "what changed between V2 and V3 webhooks" ], "tokens": 1650 } ] } ] }