Interactions lists every prospect your campaigns have contacted, with where each conversation stands. It's where you work replies, tag and bookmark leads, and push leads to your CRM.
The table
Open Interactions from the left-hand menu. The newest activity is at the top. Click any row to open the lead's profile and conversation.
| Column | What it shows |
|---|---|
| Activity | When the lead was last touched. Also holds the bookmark and the notes icon (with a count of your notes). |
| Prospect | Name, title and Outreach Score. |
| Company | Company name and industry. |
| What's happening | A one-line summary or a snippet of their latest reply, the lead's status, and a short note on what comes next. |
| Tags | Tags your team has applied. Hover the cell and click + to add one. |
| Campaign | The campaign the lead came from, and whether it came from Wyra's database or your own list. Click it to review the campaign's audience, persona, offering and messaging on the same page. |
| Channels | Email, LinkedIn and phone. A lit icon means that channel is active for this lead. |
| Actions | Quick actions for the lead (see below). |
Every prospect here scored 50 or more on the Outreach Score. That's the bar for being contacted.
What's happening: the statuses
| Status | What it means |
|---|---|
| Nurturing | Wyra is still working the lead. More messages are planned while Wyra waits for a reply. |
| Connected | The prospect accepted the LinkedIn invite. Wyra carries on the conversation there. |
| Reached | Every planned message has gone out. Wyra keeps checking for a reply. |
| Replied | The prospect replied on LinkedIn. Read the thread and step in. |
| Interested | The reply shows interest. Wyra follows up, and sends a calendar link if they want to talk. |
| Action required | The reply needs a person. Wyra waits for you. |
| Referral | The prospect pointed you to someone else. The intro is yours to make. |
| Follow-up | The prospect asked to be contacted later, sometimes with a date. |
| Out of office | Wyra ends email to them for good, whatever the return date. LinkedIn carries on as planned. |
| Not interested | The prospect declined. Wyra closed politely and stopped. |
| Unsubscribed | The prospect opted out. They're removed from all campaigns. |
| Email bounced | The email came back from that address. LinkedIn carries on if that channel is active. |
| Idle | Outreach is scheduled for this lead. The row shows the start date. |
| Stopped | The campaign was stopped before the lead replied, and outreach to them has ended. |
Read next: Replies, Action required and auto-replies
Search and filters
The search box at the top (⌘K, or Ctrl+K) searches prospects, companies and email addresses. The filter icon next to it opens Filters. Combine any of these, then click Apply filters:
| Filter | Options |
|---|---|
| Campaigns | One campaign, or all. Searchable. |
| AI SDR | Leads worked by one AI SDR. |
| Channel | Email, LinkedIn or Calling. |
| Connections | Connected, or Connection requested, on LinkedIn. |
| Status: Active | Nurturing, Reached, Interested, Action required, Bookmarked. |
| Status: On hold | Out of office, Not interested, Unsubscribed, Stopped. |
| Tags | Include shows leads with any selected tag. Exclude hides them. Archived tags are still listed. |
| Outreach score | A minimum and maximum between 50 and 100. |
| Sort | By activity date (latest or oldest first) or by Outreach Score (highest or lowest first). |
| Activity date | A from and to date. |
Row actions
| Action | What it does |
|---|---|
| Reply | Opens the conversation with a reply ready to write. |
| Push to CRM | Sends this lead to the CRM you've connected (Salesforce, HubSpot, Zoho or Monday.com). The icon lights up once it's pushed. See Connecting your CRM. |
| Do not disturb | Permanently stops all future automated emails and LinkedIn messages to this lead, straight away. You can still reply yourself. It can't be undone. |
| Create AWS opportunity | Shown when you're sharing opportunities with AWS Partner Central. Opens the lead's person record in the CRM, with the request to Wyra already typed. Send it to have Wyra build the opportunity. It goes to AWS only when you click Push to AWS. See Sharing opportunities with AWS Partner Central. |
Bookmarks and tags
Bookmark a lead with the bookmark icon to come back to it. Find your bookmarks with the Bookmarked chip in Filters.
Tags are shared labels, such as "Bad timing — revisit" or "Champion". Anyone who works leads can apply them, from the Tags column or with + Tag in a lead's profile. A lead can carry as many tags as you like.
Org Admins and Campaign Managers manage the tag list under Settings → Tags. See Tags.
Exporting to CSV
Click the export icon next to Filters. Choose Export filtered results or Export all interactions. The export runs in the background. You'll get a notification when it's ready, and the file stays under Settings → Exports to download again.
A daily routine
- Clear Action required. Filter on it and reply or resolve each one. These are often your warmest conversations.
- Check Interested. A personal note from you the same day is what turns interest into a meeting.
- Look at Referral and Follow-up. Make the intro, or note when to come back.
- Tag and push. Tag what you learned and push qualified leads to your CRM.