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The lead journey

Updated 21 October 2026
  1. Open any chat in the Unibox.

  2. Press Journey in the chat header.

    Step 2: Journey is in the chat header

  3. The person’s timeline opens on the right.

    The journey panel opens next to the chat

It collects, in order:

  • when they first wrote, and on which channel,
  • how they arrived, for example Came from a Meta ad or Commented on a Meta ad,
  • the keyword automation that messaged them,
  • bookings and changes to their stage,
  • hand-offs to a person.

It is the quickest way to see why someone is in your inbox and what has already been done for them.

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