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The Inbox sorted by Verdict

The Inbox sorts your incoming e-mails by what they mean for your business: a quote request, a new contact, a supplier, a client, a notification or an ad. Verdict, Arcane’s classifier, reads each e-mail and puts it in a category. You handle what matters first, without leaving the CRM.

All plans (daily classifications limited on Free) Menu › Inbox Each member, for their own mailboxes Try it in the demo
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  1. 1The views: To do, the categories, Done
  2. 2Reply Zero
  3. 3Search every category
  4. 4The category chosen by Verdict
  5. 5What the CRM knows about the sender
  6. 6Sort, categories, automatic actions, mailboxes
Hover a number to find the area. Click the screenshot to enlarge it.
The Inbox: the views column with their e-mail counts, the list of sorted e-mails, and an open e-mail with Verdict's box, the sender's record and the people in copy.

The Inbox only sorts mailboxes where sorting is turned on.

  1. Open Settings › E-mails › Mailboxes.
  2. On your Google or Outlook account, turn on Email AI Filtering.
  3. Verdict immediately classifies the e-mails received over the last 7 days, then each new e-mail as it arrives.

Only the person who connected the mailbox can change this setting. Until a mailbox is turned on, the Inbox page shows Turn on AI filtering with a link to your mailboxes.

The left column lists the views, with the number of e-mails in each.

  • To do: everything waiting for a decision, that is opportunities, business contacts, third parties and clients, plus e-mails not classified yet.
  • Opportunities: a prospect or client expresses a buying need (quote, pricing, demo, tender).
  • Business contacts: a professional writes to build a relationship, with no purchase request.
  • Third parties: supplier, service provider, partner, accountant, bank or administration.
  • Clients: an existing client writes about a project, an order, an invoice or a support request.
  • Notifications: automatic e-mails from tools (confirmations, receipts, alerts, codes).
  • Newsletters and ads: bulk mailings from a brand or a media outlet.
  • Spam and noise: unsolicited cold outreach, spam and phishing.
  • Done: e-mails you or Atlas marked as done.

Further down, Your categories lists the categories you created, and Reply Zero the threads waiting for a reply (see Reply Zero).

Some e-mails are sorted without going through AI, so they don’t count towards the Free plan quota:

  • an e-mail filed by Gmail under Promotions goes to Newsletters and ads, and one under Social to Notifications;
  • an e-mail sent from an automatic address (no-reply style) goes to Notifications;
  • a sender for whom you chose Always for this sender or Ignore this sender follows your rule.

At the top of each e-mail, Verdict’s box shows the chosen category and how sure it is.

Verdict's box: the scale, the Client category 97% sure, the Confirm button and the other possibilities.
  • 85% sure or more: the classification is reliable, and Atlas can act on its own (see Handle an e-mail with Atlas).
  • To check: Verdict hesitates. Other possibilities shows the categories it considered.
  • Confirm validates the category. Change category corrects it: Verdict no longer overrides your choice for this e-mail.

Below, the sender’s record sums up what the CRM already knows about them: open opportunities, tasks, last and next meeting.

The sender's record in the Inbox: name, company, two open opportunities with their stage and amount, and a task with its due date.

If the sender is not a contact yet, a banner offers Create contact: Atlas then fills in the record in the background. Other people in copy who aren’t in your contacts show up in Also on this e-mail, with Add or Add all.

The Also on this e-mail, not in your contacts yet box: two people in copy, each with an Add button, and Add all (2).

The Search field at the top of the list searches every category at once: subject, sender and the start of the text.

The Sorting categories button, at the bottom of the column, opens the categories Verdict uses.

The Sorting categories window: built-in categories with their name and description, then Your categories and the Add a category button.
  • Rename a built-in category, or write what should go in it if its name isn’t enough.
  • Delete the categories you don’t need (except Spam): their e-mails are sorted again, and what fits nowhere stays in To do.
  • Add a category creates your own, up to 12. Write what goes in it, e.g. “press and interview requests”: Verdict reads that text to decide.

These categories are personal: they change nothing for your colleagues.

After a change, the Sort button runs Verdict again on the e-mails of the last 14 days with your current categories.