Inbox & Compose

Once your email account is connected, the Mail module gives you a full inbox experience inside Bsynced CRM — with AI-powered writing tools built in.

Inbox Layout

The Mail module has three tabs:

Tab	Description
Inbox	All received emails
Sent	All emails you have sent from the CRM
Bin	Deleted emails

Each email in the list shows:

• Sender name and address
• Subject line
• Preview of the first line
• Date and time received
• Read / unread indicator (bold = unread)
• Tracking indicators (opened, clicked) for sent emails

Reading an Email

Click any email in the list to open it in the reading pane on the right. The reading pane renders full HTML emails including images and formatting.

At the top of the reading pane:

• Reply — open the compose window pre-filled with the reply-to address and quoted original
• Forward — forward the email to another recipient
• Mark as Read / Unread — toggle read status
• Delete — move to Bin
• AI Summary — click to get an instant AI-generated summary of the email content (great for long email chains)

Multi-Select Actions

Hold Ctrl (or Cmd on Mac) and click multiple emails to select them. Then:

• Mark as Read
• Mark as Unread
• Delete (moves to Bin)
• Move to folder (if applicable)

Searching Emails

Use the search bar at the top of the inbox to search by sender, subject, or body content. Results are returned in real time.

Composing a New Email

Click Compose (top-right of the Mail module) to open the compose window.

Compose Window Features

Feature	How to use
To / CC / BCC	Type or select contacts from the CRM
Subject	Enter manually or use AI Subject
Rich text editor	Bold, italic, lists, links, inline images
AI Write	Enter a brief prompt and the AI generates a full draft
AI Subject	Generates a subject line from the email body
Signature	Automatically appended from your saved signature
Attach files	Click the paperclip icon to attach files
Email templates	Insert a saved template with one click
Maximise	Expand the compose window to full screen

Using AI Write

1. Click AI Write in the compose toolbar.
2. Enter a short prompt, e.g. "Follow-up email after demo call, mention pricing proposal next week".
3. The AI generates a complete, professional email draft.
4. Edit the draft as needed and send.

Using AI Subject

1. After writing (or generating) the email body, click AI Subject.
2. The AI reads the email content and suggests a compelling subject line.
3. Accept or edit the suggestion.

Syncing Your Inbox

The inbox syncs automatically. To force an immediate sync, click the Sync button (circular arrow icon) in the Mail toolbar. New emails received in Gmail or your IMAP account will appear within seconds.

Link emails to deals

When replying to an email that is associated with a contact linked to a deal, the email is automatically logged in the deal's Email tab. No manual linking required.