Note: The assistant is initially disabled. You must enable it to begin classifying and responding to incoming emails.
🎥 Video walkthrough
Step-by-step guide
Follow these steps to configure your Email Assistant:Connect Your Gmail Account
Go to the Integrations section and select the Google integration. Connect your Gmail account to enable email classification and automated responses.
Access the Email Assistant
After connecting, an Email Assistant is created automatically. Go to the Emails section, open the dropdown, and select the Email Assistant.
Enable and Configure Your Assistant
- User’s Full Name: Provide the full name of the user.
- Select Type: Choose “Draft” or “Send” to specify how responses are handled.
- Instructions: Input specific instructions for the AI agent.
- Knowledge Base: Link a relevant knowledge base to provide the agent with information for responses.
- Assistant Status: Toggle the assistant to “Enabled” to activate email classification and responses. The assistant can be deactivated at any time.
- Advanced Settings:
- Label Configuration: Configure custom labels and options for email organization.
- Email Rules: Establish rules with specific instructions and target email addresses to enable automated responses for emails received from those addresses.
