Your Inbox
The notification center for mentions, assignments, briefings, and pipeline signals.
Inbox is your post-login landing page. It groups everything worth your attention across the workspace: mentions, assignments, today's briefings, pipeline signals, contact updates, and product updates.
Inbox is a notification center, not a working action list. Use Inbox to catch up on what happened across the workspace; use Tasks to track the work you still need to do.
Unread and All
Two tabs at the top of the Inbox:
- Unread: notifications you have not opened yet. Default view.
- All: everything, including read and archived. Use this to find something from last week.
The sidebar row Inbox shows a badge with the unread count.
The eight categories
Inbox groups notifications into eight buckets so the noise stays manageable:
| Category | What lands here |
|---|---|
| Mentions | @-mentions from teammates in comments and notes. |
| Assignments | Deals, tasks, and prospects assigned to you. |
| Today | Time-sensitive nudges due today. |
| Pipeline | Deal-stage transitions, close-date changes, stalled deals. |
| Contacts | Contact updates, lifecycle changes, out-of-office. |
| Briefings | Blake-generated briefings for upcoming meetings. |
| Insights | Ask Blake summaries and other Blake-generated observations. |
| Updates | Product updates and What's new items. |
Briefings are Ask Blake in context
A briefing is not a separate feature. Blake can analyse your CRM, conversations, emails, and activities to generate a briefing for a company, contact, deal, or meeting, together with suggested next actions. When you open a Briefing notification, Blake launches Ask Blake with that briefing already loaded as the first message, so you can drill deeper immediately:
- "Give me the top three questions to ask this prospect."
- "Draft an opener referencing the last email thread."
- "Which decision-makers are on the buying committee?"
The same pattern applies to insights.
Per-notification actions
Every row carries the same action set. Click a row to open its detail on the right, then use the header bar:
- Mark read or Mark unread.
- Archive or Unarchive.
- Snooze: pick a duration; the row disappears until then.
- Remind me later: Blake nudges you again at a chosen time.
- Delete forever: hard-remove. Not recoverable.
Every action shows an undo toast so a slip is one click to reverse.
Bulk actions and swipe on mobile
- On desktop, select rows with the checkboxes and use the bulk-action bar at the bottom.
- On mobile, swipe left on a row to archive or delete.
Mark-read on focus dwell
When you focus a notification for more than a couple of seconds, Blake marks it read automatically. Turn this off in Settings > Notifications if you prefer to mark manually.
Configure what shows up
Open Settings > Notifications for the matrix of six event types (leads, deals, discovery, ai, system, whatsnew) across three channels (Push, In-app, Email). Turn any cell off to stop that combination. See Your preferences for the personal side of notification setup.
You can also mute a whole Inbox category (leads, deals, etc.) from Settings > Notifications > Inbox visibility. Muting hides the category from the feed without changing what Blake still notifies you about elsewhere.
If a notification does not appear
- The Inbox badge is empty but you expected activity: check the All tab first. You may have already read the item.
- Nothing shows up on Today: the Today bucket is time-sensitive and empties as items are handled. Widen to All to see historical items.
- A briefing did not open Ask Blake: refresh the panel. If it still fails, try clicking the briefing again from All.