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.
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
Inbox · Channels
Vetta Sales OS
Notifications4
Duplicates99+
Pulse
Inbox99+
Calendar10
Lead generation
Agents
Leads
CRM entities
People
Companies
Opportunities
Tasks
Support Tickets
Analytics
Automation
Workflows
Sequences
Pipelines
Cold outbound
Resources
Settings
Inbox×Search for anything /12,480 creditsTop upAsk Vetta
All49Email5WhatsApp25inLinkedIn19Sales Navigator
All accounts Search
Select all
Hide in-progress outbounds
SM
Sofia MarchettiThursday at 3 works for me, send the invite
10:42
LL
LumenPay · OnboardingMaya: the import finished, all 214 contacts are in
10:21
DOin
Daniel OkoroThanks Alex. Can you share pricing for a team of 12?Info requestedFintech CFOs: EMEA
09:58
HW
Hannah WeissGreat, I'll loop in our controller on this
09:31
PN
Priya NairHappy to chat next week, what do you have in mind?
09:12
LMin
Lucas MoreauNot the right moment for us, maybe in Q1Not nowFintech CFOs: EMEA
09:05
TB
Tom BeckerWho handles finance ops on your side?
08:40
JBin
Jonas BergCongrats on the launch! See you in Oslo
08:12
ER
Elena RuizThanks for the deck, sharing it with the team
Yesterday
1All shows every channel
2Pick a channel tab
3Open a conversation
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.
The inbox organises threads into sections that answer "what kind of conversation is this?":
Section
Contains
All
Everything
Favourites
Threads you pinned
Synced (Not in People)
Conversations with contacts not yet in your CRM
Added to People
Conversations with tracked CRM contacts
Groups
Group conversations
Unread
Threads with messages you haven't read
Shared Threads
Threads teammates shared with you
Inbox · Sections
Vetta Sales OS
Notifications4
Duplicates99+
Pulse
Inbox99+
Calendar10
Lead generation
Agents
Leads
CRM entities
People
Companies
Opportunities
Tasks
Support Tickets
Analytics
Automation
Workflows
Sequences
Pipelines
Cold outbound
Resources
Settings
Inbox×Search for anything /12,480 creditsTop upAsk Vetta
49525in19
All accounts
Select all
Hide in-progress outbounds
SMinAR
Sofia MarchettiThursday at 3 works for me, send the inviteInterestedFintech CFOs: EMEA
10:421
DOinAR
Daniel OkoroThanks Alex. Can you share pricing for a team of 12?Info requestedFintech CFOs: EMEA
09:581
PNinAR
Priya NairHappy to chat next week, what do you have in mind?
09:312
LMinMC
Lucas MoreauNot the right moment for us, maybe in Q1Not nowFintech CFOs: EMEA
09:05
HWinAR
Hannah WeissGreat, I'll loop in our controller on this
08:47
TBinSO
Tom BeckerWho handles finance ops on your side?Wrong personFintech CFOs: EMEA
Yesterday
JBinAR
Jonas BergCongrats on the launch! See you in Oslo
Yesterday
ERinMC
Elena RuizThanks for the deck, sharing it with the team
Yesterday
CVinAR
Clara VenturaCan we move our call to Friday?
Oct 9
Start chat in
Select a conversationChoose a conversation from the list to start messaging
1Hover a section to see its name
2Synced (Not in People)
3Added to People
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).
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.
Inbox · Search
Vetta Sales OS
Notifications4
Duplicates99+
Pulse
Inbox99+
Calendar10
Lead generation
Agents
Leads
CRM entities
People
Companies
Opportunities
Tasks
Support Tickets
Analytics
Automation
Workflows
Sequences
Pipelines
Cold outbound
Resources
Settings
Inbox×Search for anything /12,480 creditsTop upAsk Vetta
49525in19
All accounts
Select all
Hide in-progress outbounds
SMinAR
Sofia MarchettiThursday at 3 works for me, send the inviteInterestedFintech CFOs: EMEA
10:421
DOinAR
Daniel OkoroThanks Alex. Can you share pricing for a team of 12?Info requestedFintech CFOs: EMEA
09:581
PNinAR
Priya NairHappy to chat next week, what do you have in mind?
09:312
LMinMC
Lucas MoreauNot the right moment for us, maybe in Q1Not nowFintech CFOs: EMEA
09:05
HWinAR
Hannah WeissGreat, I'll loop in our controller on this
08:47
TBinSO
Tom BeckerWho handles finance ops on your side?Wrong personFintech CFOs: EMEA
Yesterday
JBinAR
Jonas BergCongrats on the launch! See you in Oslo
Yesterday
ERinMC
Elena RuizThanks for the deck, sharing it with the team
Yesterday
CVinAR
Clara VenturaCan we move our call to Friday?
Oct 9
Start chat in
Select a conversationChoose a conversation from the list to start messaging
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.
Inbox · Share
Vetta Sales OS
Notifications4
Duplicates99+
Pulse
Inbox99+
Calendar10
Lead generation
Agents
Leads
CRM entities
People
Companies
Opportunities
Tasks
Support Tickets
Analytics
Automation
Workflows
Sequences
Pipelines
Cold outbound
Resources
Settings
Inbox×Search for anything /12,480 creditsTop upAsk Vetta
49525in19
All accounts
Select all
Hide in-progress outbounds
SMinAR
Sofia MarchettiThursday at 3 works for me, send the inviteInterestedFintech CFOs: EMEA
10:421
DOinAR
Daniel OkoroThanks Alex. Can you share pricing for a team of 12?Info requestedFintech CFOs: EMEA
09:581
PNinAR
Priya NairHappy to chat next week, what do you have in mind?
09:312
LMinMC
Lucas MoreauNot the right moment for us, maybe in Q1Not nowFintech CFOs: EMEA
09:05
HWinAR
Hannah WeissGreat, I'll loop in our controller on this
08:47
TBinSO
Tom BeckerWho handles finance ops on your side?Wrong personFintech CFOs: EMEA
Yesterday
JBinAR
Jonas BergCongrats on the launch! See you in Oslo
Yesterday
ERinMC
Elena RuizThanks for the deck, sharing it with the team
Yesterday
CVinAR
Clara VenturaCan we move our call to Friday?
Oct 9
Start chat in
Oct 9, 2026
Hi Daniel, congrats on the new London office!
We help finance teams at fintechs close the books in days, not weeks. BrightLedger looks like a great fit.
Open to a quick call next week?
4:12 PM
AR
Today
DO
Thanks Alex. Can you share pricing for a team of 12?
9:58 AM
DO
Daniel OkoroBBrightLedgerFintech CFOs: EMEA
CFO ScoutInfo Requested
Type a message…
ARAlex Riveraalex-riveraSend
DO
1Click Share
2Pick a teammate
3Invite
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.
Inbox · Comments
Vetta Sales OS
Notifications4
Duplicates99+
Pulse
Inbox99+
Calendar10
Lead generation
Agents
Leads
CRM entities
People
Companies
Opportunities
Tasks
Support Tickets
Analytics
Automation
Workflows
Sequences
Pipelines
Cold outbound
Resources
Settings
Inbox×Search for anything /12,480 creditsTop upAsk Vetta
49525in19
All accounts
Select all
Hide in-progress outbounds
SMinAR
Sofia MarchettiThursday at 3 works for me, send the inviteInterestedFintech CFOs: EMEA
10:421
DOinAR
Daniel OkoroThanks Alex. Can you share pricing for a team of 12?Info requestedFintech CFOs: EMEA
09:581
PNinAR
Priya NairHappy to chat next week, what do you have in mind?
09:312
LMinMC
Lucas MoreauNot the right moment for us, maybe in Q1Not nowFintech CFOs: EMEA
09:05
HWinAR
Hannah WeissGreat, I'll loop in our controller on this
08:47
TBinSO
Tom BeckerWho handles finance ops on your side?Wrong personFintech CFOs: EMEA
Yesterday
JBinAR
Jonas BergCongrats on the launch! See you in Oslo
Yesterday
ERinMC
Elena RuizThanks for the deck, sharing it with the team
Yesterday
CVinAR
Clara VenturaCan we move our call to Friday?
Oct 9
Start chat in
Oct 9, 2026
Hi Daniel, congrats on the new London office!
We help finance teams at fintechs close the books in days, not weeks. BrightLedger looks like a great fit.
Open to a quick call next week?
4:12 PM
AR
Today
DO
Thanks Alex. Can you share pricing for a team of 12?
9:58 AM
Sure Daniel, I will send the pricing over this morning.
10:02 AM
AR
DO
Daniel OkoroBBrightLedgerFintech CFOs: EMEA
CFO ScoutInfo Requested
Type a message…
ARAlex Riveraalex-riveraSend
DO
1Hover the message
2Click Comment
3Write and save
4Teammates see it on the message
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.
Inbox · Bulk actions
Vetta Sales OS
Notifications4
Duplicates99+
Pulse
Inbox99+
Calendar10
Lead generation
Agents
Leads
CRM entities
People
Companies
Opportunities
Tasks
Support Tickets
Analytics
Automation
Workflows
Sequences
Pipelines
Cold outbound
Resources
Settings
Inbox×Search for anything /12,480 creditsTop upAsk Vetta
49525in19
All accounts
Select all
Hide in-progress outbounds
SMinAR
Sofia MarchettiThursday at 3 works for me, send the inviteInterestedFintech CFOs: EMEA
10:421
DOinAR
Daniel OkoroThanks Alex. Can you share pricing for a team of 12?Info requestedFintech CFOs: EMEA
09:581
PNinAR
Priya NairHappy to chat next week, what do you have in mind?
09:312
LMinMC
Lucas MoreauNot the right moment for us, maybe in Q1Not nowFintech CFOs: EMEA
09:05
HWinAR
Hannah WeissGreat, I'll loop in our controller on this
08:47
TBinSO
Tom BeckerWho handles finance ops on your side?Wrong personFintech CFOs: EMEA
Yesterday
JBinAR
Jonas BergCongrats on the launch! See you in Oslo
Yesterday
ERinMC
Elena RuizThanks for the deck, sharing it with the team
Yesterday
CVinAR
Clara VenturaCan we move our call to Friday?
Oct 9
Start chat in
Select a conversationChoose a conversation from the list to start messaging