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Communication: connect, message and book

A tour of the Communications page

The funnel at the top, the status line, the switches, How Allen sends, and the seven tabs: Train Allen, Needs your OK, Scheduled, Not a fit, Activity, Replies and Meetings.

2 min read

Communications is under Leads in the sidebar. Top to bottom:

The funnel

Four tiles: Invited, Accepted, Talking and Meeting booked. This week's number large, all time small, and a line underneath with the share of people who accepted and the share of conversations that booked. It starts filling in with your first connection request.

The status line

"Running in the cloud" in green when all is well. In amber, the reason it is not: LinkedIn not connected yet, LinkedIn signed Allen out, or Paused with the reason in plain words. Next to it, the day's meters (requests and messages sent against today's limit), when the next send is due, and the Pause button.

What Allen does for you

The five switches. See "The five switches".

Warming up

While a new account is ramping, a card shows today's limit and the dates it goes up.

How Allen sends

Collapsed by default. Mode (Auto or Review first), Invites a day, Messages a day, the send window, the days, "Only reach out to people Allen commented on", Dry run, and "Find new people now".

The tabs

  • Train Allen. Your goal, when you take calls, your rules, a practice chat, and More options. The page opens here until your goal is set.
  • Needs your OK. Everything waiting for your approval in Review first mode. Empty in Auto mode.
  • Scheduled. Everything lined up, soonest first, with the time it is due.
  • Not a fit. Connection requests Allen decided not to send after reading the profile, each with its reason and a Send anyway button.
  • Activity. Every action, any status, newest first. Filter by status (Needs your OK, Scheduled, Sent, Failed, Skipped, Blocked by LinkedIn, Canceled) and by where the person came from.
  • Replies. Everyone who wrote back, with where the setter is with them and a Conversation button to read the whole thread. Without a calendar, or with Auto reply off, each card carries Allen's suggested answer to copy.
  • Meetings. What Allen booked, upcoming first, with Join and Calendar links.

The conversation drawer

Press any name and the whole history with that person opens on the right: the comment that started it, every request and message with its status, every reply, and what Allen plans next.

On the Comments plan

The page shows what Communication does, the price, and how to sign up for the waitlist. Nothing here runs until the plan is on.

Still stuck?

A person will answer.

Allen is built by a small team and we read every message. Business-day replies usually come within a few hours.