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.
- 1The views: To do, the categories, Done
- 2Reply Zero
- 3Search every category
- 4The category chosen by Verdict
- 5What the CRM knows about the sender
- 6Sort, categories, automatic actions, mailboxes
Turn on sorting
Section titled “Turn on sorting”The Inbox only sorts mailboxes where sorting is turned on.
- Open Settings › E-mails › Mailboxes.
- On your Google or Outlook account, turn on Email AI Filtering.
- 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 views
Section titled “The views”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.
What Verdict decided
Section titled “What Verdict decided”At the top of each e-mail, Verdict’s box shows the chosen category and how sure it is.
- 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.
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.
Search
Section titled “Search”The Search field at the top of the list searches every category at once: subject, sender and the start of the text.
Your sorting categories
Section titled “Your sorting categories”The Sorting categories button, at the bottom of the column, opens the categories Verdict uses.
- 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.