Inbox (Email)

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Objective

Manage incoming and outgoing emails with AI and human approval (human-in-the-loop).

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Access

Sidebar -> Inbox Routes:

• /app//inbox (main view)
• /app//inbox/all (all accounts)
• /app//inbox/ (one account)
• /app//inbox/message/ (email details)

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Roles

• owner, admin, agent

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Prerequisites

• At least one agent with Email channel enabled.
• A connected Email account (Gmail/Outlook OAuth or SMTP/IMAP).
• Integrations with OpenAI or Google if the plan does not include models.

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Connect an email account

In Inbox, tap Connect Email Account (or Email Accounts). Options:

1. Gmail/Workspace (OAuth)
2. Outlook/Microsoft 365 (OAuth) 3)Custom SMTP/IMAP

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Gmail (OAuth)

Steps:

1. In the Email Accounts panel, choose Gmail.
2. Select an agent in Assign agent.
3. Press Connect Gmail (OAuth).
4. Complete the Google Flow and return to the portal.

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Outlook (OAuth)

Steps:

1. In the Email Accounts panel, choose Outlook.
2. Select an agent in Assign agent.
3. Press Connect Outlook (OAuth).
4. Complete the Microsoft flow and return to the portal.

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SMTP/IMAP (Custom)

Steps:

1. Press Add via SMTP/IMAP.
2. Complete Account Information and SMTP Settings.
3. (Optional) Complete IMAP Settings for incoming emails.
4. Press Add Account.

Fields: Account Information Fields: SMTP Settings (Outbound - Required) Fields: IMAP Settings (Inbound - Optional)

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Manage connected accounts

In the account list you can:

• Verify: test connectivity.
• Test email: send test email.
• Toggle Active/Inactive. -Assign Agent.
• Delete.
• Edit (opens Email Configuration).

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Email Configuration (per account)

Quick route: Inbox -> account card -> Edit

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Account Configuration

Fields: Available signature variables:

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AI Response Settings- Generate AI Responses: create drafts.

• Send Automatically: send without approval.
• Agent Signature: signature of the agent.
• Auto-Reply Language: auto response language.
• Require Manual Review For: High / Urgent.
• Auto-Reply Guard: blocking rules for tokens, domains and headers.

Key fields (Auto-Reply Guard):

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Email Categorization

• List of active categories. -Enable dynamic categories. -Enable Other category.
• Sync categories to Gmail labels / Outlook categories.
• Archive on label sync (Gmail only).

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Daily Summary Email

Set up a daily activity summary. Fields:

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Inbox (email list)

Main functions:

• Search: search by sender, subject, agent, category.
• Account filter: filter by account.
• Direction: inbound / outbound.
• Status: pending, ready_for_review, approved, sent, reviewed, failed, quota_exceeded.
• Agent filter: all, unassigned, or an agent.
• Category filter: all, uncategorized, not_analyzed, or a category.
• Sort: Date or Category.
• Sync: (only in single account view) force synchronization.

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Email details

Path: /app//inbox/message/ Main sections:

1. Subject
2. Summary (Generate/Refresh summary)
3. AI-Generated Response (editable)
4. Original Message
5. Metadata (Received, Assigned agent, Send using, Signature)
6. Analysis (Intent, Sentiment, Category, Tags)

Actions: -Regenerate Response

• No Reply Needed
• Approve & Send
• Refresh summary / analysis
• Reassign agent
• Choose shipping account (Send using)
• Choose signature (My / Agent / Account / None)

Important notes:

• If Auto-reply blocked, the system deactivates AI and asks for confirmation to send.
• To send, the response field must not be empty.

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Good practices

• Assign an agent to each account before activating AI.
• Use clear categories for classification.
• Maintain Auto-Reply Guard rules to avoid no-reply responses.
• Use signatures with variables for consistency.

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Common errors

• Reconnect required in Gmail: reconnect the OAuth from the card.
• Verify fails: check SMTP/IMAP and credentials.
• AI response does not appear: check agent and LLM provider.