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Juggling conversations across LinkedIn’s messaging, email, and other platforms can be a major headache. The Conversation Hub in Prezence AI solves this by bringing all your lead communications into a single, powerful, and organized interface.

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Welcome to Your Unified Inbox

The Conversation Hub is designed to feel familiar, like an email client, but it’s supercharged with features specifically for lead management. The Conversation Hub

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Key Components

  1. Conversation List: On the left, you’ll see a list of all your ongoing conversations, sorted by the most recent activity. Unread messages are highlighted, so you can quickly see what needs your attention.
  2. Message Pane: The central area displays the full history of your conversation with a selected lead. You can scroll through all past messages to get complete context.
  3. Composer: At the bottom, you’ll find the message composer. This is where you can write and send replies directly to your leads on LinkedIn without ever leaving Prezence AI.
  4. Lead Context Panel: On the right, you get a full view of the lead you’re talking to. This panel shows their profile information, pipeline stage, ICP score, and any notes you’ve added. This means you have all the context you need to write a personalized and relevant message.

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Powerful Features

The Conversation Hub is more than just an inbox. It’s packed with tools to make you more efficient.
  • Message Templates: Create and save reusable message templates for common scenarios like follow-ups or answering frequently asked questions. Access them with a single click from the composer.
  • AI-Assisted Replies: (Coming Soon) Get suggestions from our AI to help you craft the perfect response.
  • Snooze Conversations: Temporarily hide a conversation from your inbox and have it reappear at a later time. Perfect for following up.
By centralizing your communications, the Conversation Hub ensures that no conversation falls through the cracks and that you always have the full picture before you hit “send”.

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Video Tutorial: Custom Views and AI Agents

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Creating Custom Views

  1. Filtering Your Conversations:
    • Start in your Inbox or New Leads section
    • Use filters to segment your conversations by:
      • Pipeline stages
      • Lead tier (1st, 2nd, 3rd+ connections)
      • Waiting status (waiting for your reply vs. waiting for their reply)
      • Labels (e.g., CEOs, specific industries)
      • Date ranges
      • Lead scores (high to low or low to high)
  2. Saving Custom Views:
    • Once you’ve set up your filters, save them as a custom view
    • These views will be accessible in the AI agent area

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Setting Up Custom AI Agents

  1. Creating an AI Agent:
    • Navigate to the AI Agents section
    • Select your LLM provider (can use cost-effective options)
    • Configure system prompts using dynamic variables:
      • Lead first name, last name
      • Work experience
      • Conversation history
      • Recent posts
  2. Improving Agent Responses:
    • Include examples of ideal messages in your prompts
    • Provide complete conversation examples for better context
    • Configure the agent to output multiple message options (typically three)
    • Test and refine your prompts for better results
  3. Assigning Agents to Views:
    • Select which view(s) each agent should be applied to
    • Save your configuration
    • When you access that view, the AI agent will automatically generate suggested responses
This powerful combination of custom views and AI agents allows you to efficiently manage different segments of your network while receiving tailored message suggestions for each conversation context.

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Video Tutorial: Navigating the Conversation Hub

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Efficient Conversation Navigation

  1. Lead Preview and Selection:
    • Hover over leads in the list to see a quick preview
    • Click on a lead to open their full conversation history
    • Use the expand button for a focused conversation view
  2. Profile Information:
    • View LinkedIn profile information directly in the sidebar
    • Click “Retrieve Profile Data” to pull in additional information
    • Access their full LinkedIn profile via the direct link button
    • Fetch their recent posts (when available)
  3. Managing Labels and Notes:
    • Click “Manage” to add or remove labels for a lead
    • Add notes to keep track of important information about the lead
    • Notes are timestamped and can be referenced later
  4. Pipeline Management:
    • Change a lead’s pipeline stage directly from the conversation view
    • See which lead magnets a lead has requested (if applicable)
  5. Keyboard Shortcuts:
    • Use “J” to move to the next lead in your list
    • Use “K” to move to the previous lead
    • These shortcuts allow for rapid lead processing
  6. Organization Options:
    • Archive conversations you no longer need immediate access to
    • Star important conversations for quick reference
    • Archived conversations can be unarchived when needed

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Troubleshooting Tips

  • If you’re unable to delete a label, it may be referenced by an AI agent
  • To delete a referenced label: first remove it from any AI agents, then delete the label
Next, learn how to keep an eye on your leads’ public activities with the LinkedIn Activity guide.