Reply.io Platform Help
Help the user with Reply.io platform questions — from multichannel sequence setup and Jason AI SDR through B2B database, email warmup, deliverability, unified inbox, analytics, integrations, and agency features.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
-
What area of Reply.io do you need help with?
- A) Sequences — creating, managing, or optimizing multichannel sequences
- B) Jason AI SDR — configuring the autonomous AI agent for prospecting and reply handling
- C) Deliverability — email warmup, domain health, SPF/DKIM/DMARC, branded links
- D) Integrations — Salesforce, HubSpot, Pipedrive, Zapier, Make, n8n
- E) Analytics — sequence performance, channel efficiency, team reporting
- F) Agency — managing multiple clients, agency-specific features
- G) B2B Database — finding contacts, email finder, Chrome extension, data credits
- H) Unified Inbox — managing conversations across channels
- I) Templates — creating, sharing, and tracking message templates
- J) API — automation, programmatic access, webhooks
- K) Something else — describe it -
What's your role?
- A) Sales rep / AE / BDR
- B) Sales manager / team lead
- C) RevOps / Sales Ops
- D) Admin / IT
- E) Agency owner / operator
- F) Founder / solo seller
- G) Other -
What are you trying to accomplish? (describe your specific goal or question)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.
Step 2 — Route or answer directly
If the request maps to a specialized skill, route:
- Cadence strategy / sequence design → /sales-cadence
- Cross-platform email deliverability → /sales-deliverability
- Email tracking strategy → /sales-email-tracking
- List building / prospecting strategy → /sales-prospect-list
- Connecting tools / integration architecture → /sales-integration
- Agency outbound strategy → /sales-agency-outbound
Otherwise, answer directly from platform knowledge using the reference below.
Step 3 — Reply.io platform reference
Read references/platform-guide.md for detailed module documentation, pricing, integrations, and data model.
You no longer need the platform guide details — focus on the user's specific situation.
Step 4 — Actionable guidance
Based on the user's specific question:
- Step-by-step instructions — numbered steps to accomplish their goal in Reply.io
- Configuration recommendations — specific settings to change, with navigation paths in the Reply.io UI
- Recommended setup order: Connect mailbox -> Enable warmup -> Wait 2-3 weeks -> Build sequence -> Add contacts -> Launch
- Verification steps — how to confirm the change worked (check domain health tab, test send, verify sync logs)
- For API questions — always include a pointer: "For the full endpoint catalog, authentication details, and error handling, see
references/reply-api-reference.md."
Gotchas
> Best-effort from research — verify against current Reply.io documentation for the latest behavior.
- Don't skip warmup. Reply.io has built-in peer-to-peer warmup, but you must enable it and wait 2-3 weeks before sending cold sequences at full volume. Skipping warmup is the #1 cause of deliverability issues on new accounts.
- LinkedIn automation is a paid add-on ($69/account). It's not included in the Multichannel plan base price. If you build a sequence with LinkedIn steps but haven't purchased the add-on, those steps will fail silently or be skipped.
- Calls/SMS is also a paid add-on ($29/account). Plan your multichannel sequence budget accordingly — a "full multichannel" setup with LinkedIn + Calls/SMS costs $89 + $69 + $29 = $187/user/mo.
- Jason AI SDR is a separate plan tier ($139/user/mo), not a feature add-on. You cannot add Jason AI to the Email Volume or Multichannel plans. It's its own plan with different capabilities.
-
V3 API is in beta. Most integrations and documentation still reference V1/V2 endpoints. Check which API version your integration targets before building — V3 endpoints may change without notice.
-
Self-improving: If you discover something not covered here, append it to
references/learnings.mdwith today's date.
Step 5 — Related skills
/sales-cadence— Design outbound cadence strategy (platform-agnostic, works with Reply.io sequences)/sales-deliverability— Cross-platform email deliverability — SPF/DKIM/DMARC, warmup, inbox placement/sales-email-tracking— Email tracking strategy and best practices/sales-prospect-list— Build prospect lists to import into Reply.io/sales-integration— Connect Reply.io to other tools via webhooks, Zapier, Make, or API/sales-agency-outbound— Agency outbound strategy for managing multiple clients/sales-enrich— Enrich contacts with emails/phones before importing/sales-apollo— Apollo.io platform help (if using Apollo instead of Reply.io)/sales-salesloft— Salesloft platform help (if using Salesloft instead of Reply.io)/sales-mailshake— Mailshake platform help (if using Mailshake instead of Reply.io)/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Basic sequence setup
User says: "How do I set up a multichannel sequence in Reply.io with email and LinkedIn steps?"
Skill does:
1. Walks through creating a new sequence in the sequence builder
2. Explains how to add email steps (subject, body, delay between steps) and LinkedIn steps (connection request, InMail, profile view)
3. Notes that LinkedIn automation requires the $69/account add-on
4. Explains conditional branching — e.g., if prospect opens email, send LinkedIn connection request; if not, send follow-up email
5. Covers A/B testing within steps and auto-pause triggers
Result: User has a multichannel sequence configured with email and LinkedIn steps, understands add-on costs, and knows how to use branching logic
Example 2: Jason AI configuration
User says: "How do I set up Jason AI to handle my outbound prospecting?"
Skill does:
1. Confirms the user is on the AI SDR plan ($139/user/mo) — Jason AI is not available on cheaper plans
2. Walks through training Jason AI on business context, product, and target audience
3. Explains how Jason AI finds leads from the 1B+ database, launches campaigns, and handles replies
4. Covers reply handling capabilities: qualification, objection handling, meeting booking
5. Sets expectations: Jason AI works 24/7 but benefits from periodic review and feedback
Result: User has Jason AI configured and understands how to train it, monitor its performance, and when to intervene
Example 3: Salesforce integration setup
User says: "How do I connect Reply.io to Salesforce for 2-way sync?"
Skill does:
1. Walks through the native Salesforce integration setup in Reply.io settings
2. Explains default sync scenarios: contacts/leads, emails, statuses, tasks, calls
3. Covers custom workflow configuration for non-default sync rules
4. Warns about field mapping — map Reply.io contact statuses to Salesforce stages before enabling sync
5. Recommends testing with a small batch before enabling full sync
Result: User has Salesforce connected with appropriate sync rules and field mappings configured
Troubleshooting
Emails landing in spam
Symptom: Low inbox placement, recipients reporting emails in spam folder
Cause: Warmup not completed, missing domain authentication, or poor sender reputation
Solution: Check the domain health tab in Reply.io. Verify SPF/DKIM/DMARC are configured correctly. Enable built-in warmup and wait 2-3 weeks before full-volume sending. Check Google Postmaster integration for spam rate (keep below 0.1%). Set up branded links (custom tracking domain) to avoid generic tracking domain flags. See /sales-deliverability for a full diagnosis framework.
Low reply rates
Symptom: Sequence reply rates below 2-3%
Cause: Poor targeting, weak messaging, wrong channel mix, or sending to unverified contacts
Solution: Review sequence analytics per step — identify where prospects drop off. A/B test subject lines and message body. Check if LinkedIn steps are executing (requires $69 add-on). Verify contact data quality — bounces above 3% indicate bad data. Consider adding conditional branches to route non-responsive prospects to different channels. Use /sales-cadence for cadence strategy optimization.
Salesforce sync not working
Symptom: Contacts or activities not syncing between Reply.io and Salesforce
Cause: Integration misconfigured, field mapping errors, or sync paused
Solution: Check integration settings in Reply.io — verify the Salesforce connection is active. Review sync logs for error messages. Confirm field mappings are correct (Reply.io contact fields must map to valid Salesforce fields). Check that sync scenarios are enabled for the data types you expect (contacts, emails, tasks, calls). Test with a single contact before troubleshooting bulk sync issues.
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