This guide outlines the process for configuring the AI-powered Email Assistant to automate and optimize your email management workflow. After you connect your Gmail account, an Email Assistant is created for you by default.
Note: The assistant is initially disabled. You must enable it to begin classifying and responding to incoming emails.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to configure your Email Assistant:
1

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.Google integration
2

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.Access Email Assistant
3

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.
Configure AssistantAdvanced Settings

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Activation Complete

Once enabled, your AI assistant will automatically classify and respond to your incoming emails.