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Using Inbox Filters, Views, and Collaboration in Vetta

Filter conversations by channel, section, and status; find any thread with search; and collaborate through shared threads and comments.

Updated August 6, 2026 · 3 min read

The Vetta Unified Inbox serves as a daily workspace for sales teams, providing tools to filter conversations, organize threads, collaborate with teammates, and search across all communications.

Channel tabs

The top-level way to slice the inbox is by channel:

  • All: every conversation across channels in one stream
  • Email, WhatsApp, LinkedIn: one channel at a time

Within each channel tab you select which of your connected sender accounts you're viewing, so multi-account users (e.g., two mailboxes) can work one identity at a time.

Sections

The inbox organises threads into sections that answer "what kind of conversation is this?":

SectionContains
AllEverything
FavouritesThreads you pinned
Synced (Not in People)Conversations with contacts not yet in your CRM
Added to PeopleConversations with tracked CRM contacts
GroupsGroup conversations
UnreadThreads with messages you haven't read
Shared ThreadsThreads teammates shared with you

The Email tab shows the first five sections: email has no Synced (Not in People) or Shared Threads section.

The split between Synced (Not in People) and Added to People doubles as a triage queue: work through the first section deciding who belongs in your CRM (see Linking conversations).

Quick filters

Per account, you can narrow the thread list to:

  • Pinned: your favourites
  • Archived: threads you archived
  • Read and UnRead: by read state
  • Drafted: threads with an unsent draft (including AI-drafted replies waiting for review)

The inbox search finds conversations across your threads and messages. For CRM records (people, companies, opportunities), use Vetta's global search. The inbox is also accessible to Ask Vetta, so you can ask questions like "show me threads with no reply this week" in natural language.

Team collaboration

Shared threads: Share any conversation with colleagues; it appears in their Shared Threads section. Use this for handoffs, second opinions, or looping in a manager on a deal-critical exchange.

Comments: Add internal comments to a conversation to discuss it without the contact seeing anything. Comments keep the debate attached to the thread instead of scattered in Slack.

Bulk actions: Select multiple threads and favourite, archive, mark them read, or un-sync them in one operation. Share threads one at a time from the conversation header.

Putting it together

A typical daily flow:

  1. Open All → Unread and clear responses (with AI reply drafting where useful)
  2. Check Drafted and send the reviewed drafts
  3. Sweep Synced (Not in People) and add real prospects to People
  4. Check Shared Threads for anything teammates need from you

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