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Inbox and conversations
Unified inbox
Handling every reply from one list in the Inbox. Channel tabs narrow it to email, WhatsApp, LinkedIn or Sales Navigator, with sections for favourites, people not added yet, people already in your CRM, groups and unread. Each thread shows its sentiment, such as Interested or Info requested, and its sequence. Hover to pin, archive or add to People, use Search and the filter for pinned, unread or drafted, and change the stage in the header, like Meeting Set. Use it to learn the Inbox.
Transcript
Replies come in from email, LinkedIn and WhatsApp, and you shouldn't need three apps to keep up. Inbox puts every conversation in one list, and the channel tabs narrow it to email, WhatsApp, LinkedIn or Sales Navigator. Under them, sections split each channel: favourites, people you haven't added yet, people already in your CRM, groups and unread. Each thread shows its sentiment, like Interested or Info requested, and the sequence it came from. Hover a thread to pin it, archive it, or add the person to People. Search finds someone by name or email, and the filter keeps only what's pinned, unread or drafted. Open a conversation, and the header shows their company, their sequence and their stage. When things move, change the stage right here, like Meeting Set, and it's saved on their lead straight away. Every morning, Maya asks ChatGPT who is waiting on her. ChatGPT checks 86 conversations and finds twelve. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so ask this every morning, then give it a bigger job. In the Inbox, open the All tab and answer them yourself.
Read the article: Understanding the Vetta Unified Inbox