Automate your email communications and streamline responses with an Email AI Agent. This guide shows you how to set up, configure, and deploy your own Email AI Agent for efficient, AI-powered email management.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to create your Email AI Agent:

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Step 1: Access the AI Agent dashboard

Navigate to the AI Agent tab and click New AI Agent to begin creating your email automation agent.

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Step 2: Choose Email agent type

Select Email from the agent type options to create an AI-powered email assistant.

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Step 3: Configure your agent settings

Set up your agent with these essential configurations:
  • Name: Give your agent a descriptive name
  • AI Model: Select your preferred AI model
  • Email Address: Enter the email address for your agent
  • SMTP Settings: Configure your email server details
  • Prompt: Define how your agent should handle emails
  • Actions: Set up automated actions and responses

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Step 4: Complete configuration

Finalize your setup by:
  • Testing email connectivity
  • Setting response templates
  • Configuring auto-reply rules
  • Setting working hours
  • Defining escalation paths

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Step 5: Define your agent’s prompt

Create a detailed prompt that guides your agent’s behavior:
  • Set the tone and style
  • Define handling priorities
  • Specify response formats
  • Include key information sources
  • Set boundaries and limitations

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Next steps

After setup:
  • Monitor agent performance
  • Refine prompts as needed
  • Add new response templates
  • Adjust settings based on feedback