G then I. In the left sidebar, it sits
under Workspace. The Inbox is available when the unified inbox is enabled for
your workspace under Settings → Features.
Your unified view
The Inbox consolidates the communication channels connected to your account:- SMS, on the SMS-capable numbers of your VoIP account
Browse and read conversations
The left column lists all ongoing conversations with timestamps. Selecting a thread opens the full conversation history on the right, with sender, recipients, and attachments at a glance. Messages stay grouped by thread, so long exchanges remain neatly organized. Filter the list rather than scrolling it. You can narrow the left column to the conversations that need you, for example only the ones awaiting a reply, so the threads you have already handled drop out of view.Reply directly
From the conversation view, use Reply or Reply All. Replies are sent through your connected integration (Gmail, Outlook, or WhatsApp) and stored in Spott automatically. When composing, you can link a record and add labels to keep the thread organized. The composer toolbar carries the rest: attachments, your signature, a message template, a scheduler link, and an AI action that drafts a candidate or job pitch for you. Select a passage of text and a formatting pop-up appears over it, including a font size selector. Aptos is available as a font family, so mail drafted in Spott can match what your colleagues send from Outlook. This works in every email dialog, not only the Inbox composer.
Keep communication in context
Every message is contextually linked: candidate conversations appear on the candidate’s Communication subtab, and the same history is visible wherever the person appears. Everything syncs in both directions, so updates in your email client appear in Spott and vice versa. Make sure your email integration is active under Settings → Accounts to enable full syncing.The Inbox only syncs messages with people who already exist as a record in Spott
(a candidate or contact). A message from an address that isn’t in your workspace yet
won’t show up until you add that person.
The first sync takes hours
When you connect a mailbox, the initial sync can take up to 12 hours before your history is fully in Spott. Nothing is broken in the meantime: new messages keep arriving while the backlog fills in behind them. Connect your mailbox the day before you need it rather than the morning of.Email visibility
Under Settings → Accounts → Default Email & Calendar Sharing, you choose how much of your email your workspace colleagues can see by default:- Metadata only: colleagues see the participants and timestamp. The subject line and body stay private to the participants.
- Subject line and metadata: colleagues see the subject, participants, and timestamp.
- Full access: everything is shared with your workspace, including the body, subject line, and attachments.