Inbox

Email and LinkedIn conversations live in the same place as the records they are about, so replying and updating the CRM are the same motion. Click Inbox in the left sidebar (the page itself is titled Messages).

Connecting your accounts

Nothing appears until you connect an account. Connect Gmail (or Connect Outlook, if you signed in with Microsoft) connects a mailbox — see Email & Calendar. Connect LinkedIn installs the Zero Chrome extension, which syncs your LinkedIn messages in — see LinkedIn.

Channels and folders

Two tabs switch channel: Emails and LinkedIn. On Emails, the selector to the left of the filter bar switches folder — Inbox (threads with at least one received message), Sent, Draft (including drafts written by agents, editable in place) and Snoozed, which only appears while you have something snoozed.

Threads are grouped by date, from Today down to Older; Load more at the bottom fetches further back.

Filtering messages

The Filter messages bar narrows the list by Email participant name, Email participant email or Subject (email threads only), by Labels if your workspace has them (defined under Settings → Workspace → Types & Labels in Email labels and applied automatically by Zero's auto-labeling), or by List, which restricts the Inbox to threads linked to a contact, company or deal list — dynamic lists included.

Only Zero contacts is the one to know about: at its default of Yes you see only threads linked to a contact saved in Zero, which hides internal chatter with your own domain. Set it to No to see everything synced.

Conditions are remembered per workspace. You can also ask Chat to filter the Inbox down to threads it found for you; that filter appears as a removable pill.

Working with threads

Click a thread to open it in a preview drawer, with Previous / Next (or the arrow keys), Expand to the full page, and — for email — Archive and Snooze. Hovering an email row offers the same in a ⋯ menu, plus Delete on drafts.

Snooze offers In an hour, Tomorrow, In 2 days, In 3 days and Next week; snoozed threads move to the Snoozed folder, where ⋯ offers Remove snooze and Archive.

Checkboxes on email rows select several threads at once, and the floating toolbar then offers Archive items and Snooze items. Archived threads leave the inbox but stay findable by filtering for archived records.

Email thread view

Expanding a thread shows the full message history. Click a message header for its To, Cc and Bcc, and click attachments to download them. Replies link back to the message they answer.

The composer at the bottom lets you edit the subject, switch between Reply and Reply all (Reply all by default), pick which of your addresses to send from, write rich text with images and your workspace's email snippets, and Send — with a 5-second Cancel window afterwards.

Each thread also carries a Public / Private toggle in the top-right corner. A private thread is hidden from everyone but its participants, and only a participant can change that.

LinkedIn thread view

The same shape: message history with attachments, a sidebar of participants, and the Public / Private toggle — which here only the owner of the connected LinkedIn account can change.

Sending messages

Compose message writes to one or more contacts outside any existing thread. Open it from a list of contacts, companies or deals by ticking rows and clicking the send icon in the floating toolbar (on companies and deals, Zero collects the contacts on those records), or from a contact or deal record with Send message in the top-right corner — or just press E.

The switch at the top picks the channel: Email, LinkedIn, and Integrations if your workspace has Luma connected. For those two see LinkedIn and Luma.

Writing an email

From is the mailbox it is sent from — every mailbox you have connected here, plus its send-as addresses (marked Alias). To is who it goes to, or Every recipient independently when Split recipients is on.

Two characters do the personalization work in the body: / opens your workspace's email snippets and AI Snippet, a block where you Write an AI prompt and Zero writes that part per recipient; { inserts a macro that fills in a field from the contact or their company.

Create draft parks it in Draft; Send sends it.

Recipients and previews

The left column lists everyone the message goes to. Click a contact to Preview the message exactly as they will receive it, macros filled in and AI prompts written out; the refresh button regenerates it and × returns you to editing.

Contacts Zero cannot send to are listed below the rest with the reason, and a banner counts them. A contact is skipped when it has no email address, an invalid one, the same address as another recipient, or is unsubscribed from all messaging.

Split recipients

With more than one recipient, Split recipients decides whether everyone gets their own email (On — nobody sees the others, and personalization requires it) or one email addressed to the group (Off). It is on by default when you selected several contacts, and off when you opened the composer from a deal.

Syncing and adding contacts

Mailboxes sync continuously. The reload button in the top-right corner forces a sync of the last 7 days for each mailbox and shows progress; its tooltip says when each last synced. The gear button (Inbox settings) goes to Settings → Connections → Email & Calendar.

When Zero spots people in your synced email who are not contacts yet, an Add contacts from email button appears in the top-right corner. It opens a modal where you search, filter by timeframe, select people, and Add to Zero into a list or All contacts.