Understand
Overview Reviewed · not yet fact-checked
In short
What modules does Reply include?
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.
Map
┌─ DATA ──────────────────────────────────────────────────┐
│ Reply Data (Realtime B2B Data search) · Enrichment · │
│ Email verification · Contacts · Lists · Accounts · │
│ Custom fields · Stages │
├─ OUTREACH ──────────────────────────────────────────────┤
│ Sequences · Steps (email / LinkedIn / call / SMS / │
│ WhatsApp / Zapier / task / condition) · A/B variants · │
│ Templates and variables · Schedules │
├─ EXECUTION ─────────────────────────────────────────────┤
│ Email accounts (Gmail · Outlook/Office 365 · Exchange · │
│ IMAP/SMTP) · Sending limits · MailToaster warm-up │
├─ CONVERSATION ──────────────────────────────────────────┤
│ Inbox (AI categories · AI drafts) · SMS Inbox · │
│ Cloud Calls · Tasks · Meetings and calendars │
├─ AI (JASON) ────────────────────────────────────────────┤
│ ICP · Real-time contact sourcing · Sequence generation · │
│ Personalization · Autopilot · Reply handling · │
│ AI Learnings │
├─ INTELLIGENCE ──────────────────────────────────────────┤
│ Sequence Stats · Reports: Emails · LinkedIn · Calls · │
│ Tasks · Team Performance · Channel Efficiency · Agency · │
│ Trends │
├─ PLATFORM ──────────────────────────────────────────────┤
│ Organization (workspaces · users · roles & permissions) │
│ Integrations (Salesforce · HubSpot · Pipedrive · Copper │
│ · Zapier) · REST API · MCP server · Findy extension │
└──────────────────────────────────────────────────────────┘Module index
| Module | What it does | Documented at |
|---|---|---|
| Reply Data (Realtime B2B Data) | Live contact information from LinkedIn by your filters — Sales Navigator URL import, keywords, exclusions, optional phone-number finding — saved to lists and sequences on Reply credits | Prospect search · Prospect data |
| Contacts and lists | Individual records with custom fields, import/export, advanced filters, and list segmentation; deduplicated on the import identifier | Contacts · Lists · Contact management |
| Accounts | Group contacts by company (one contact belongs to one account) with stages such as New, Qualified, Meeting Booked, Closed-Won | Companies |
| Enrichment and verification | Fill missing contact data and verify email addresses before sending | Data enrichment |
| Sequences | Multichannel step chains — Email, Call, SMS, WhatsApp, LinkedIn, Zapier, Task, Condition — with A/B variants, Action and Merge controls, and per-step delays | Sequences · Sequence steps · Sequence execution |
| Templates and variables | Personalization placeholders (contact, team, custom, and advanced conditional variables) in email, LinkedIn, SMS, WhatsApp, and call steps | Sequence design |
| Schedules | Sending windows that control when steps execute | Schedules · Sending schedules |
| Email accounts and warm-up | Gmail, Outlook/Office 365, Exchange, and IMAP/SMTP connections on corporate domains; MailToaster warm-up with a seat per connected mailbox | Email accounts · Email warm-up · Deliverability |
| Inbox | Consolidated threads from all sequences and team members, AI-assigned interest categories plus custom categories, AI draft replies | Inbox · Conversations · Reply management |
| Cloud Calls | In-platform calling from rented numbers with recording, notes, and call resolutions | Multichannel outreach |
| SMS | Automatic and manual SMS steps with a dedicated SMS Inbox (160 characters per single message) | Multichannel outreach |
| Tasks | To Do, Call, LinkedIn, Manual Email, Manual SMS, WhatsApp, and Meeting tasks with filters and bulk actions, executed via the Chrome extension | Multichannel outreach |
| Meetings | Booking links with availability windows, buffers, and scheduling horizons; Google Calendar, Calendly, and Zoom connections | Book meetings from inbound signals |
| Reports | Sequence Stats plus the Emails, LinkedIn, Calls, Tasks, Team Performance, Channel Efficiency, Agency, and Trends dashboards | Campaign analytics · Calculations |
| Jason AI SDR | ICP definition, real-time contact sourcing, sequence generation, personalization, Autopilot, reply handling, and AI Learnings — configured through offers, playbooks, and knowledge bases | AI SDR · Offers · Playbooks · Knowledge bases |
| Integrations | Native Salesforce, HubSpot, Pipedrive, and Copper; Zapier for hundreds of apps; REST API; MCP server for AI models | Sync Reply with a CRM · docs.reply.io · agents.reply.io |
| Findy Chrome extension | Finds contacts on LinkedIn, reveals details, moves them to Reply lists and sequences, manages tasks, places calls, and syncs from Salesforce and HubSpot | LinkedIn outreach |
| Organization | Workspaces (client groups), users, and roles at organization, team-wide, and workspace level | Permissions |
Related
- How Reply works — the same system as a flow
- Entity relationships — object-level detail
- Limits — the exact numeric boundaries per module
Build with Reply
- REST API: docs.reply.io · Machine spec: bundled.yaml