Inbox (Email)

Objective

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

Access

Sidebar -> Inbox Routes:

• /app/{tenant}/inbox (main view)
• /app/{tenant}/inbox/all (all accounts)
• /app/{tenant}/inbox/{credentialId} (one account)
• /app/{tenant}/inbox/message/{id} (email details)

Roles

• owner, admin, agent

Prerequisites

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

Connect an email account

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

Options:

1. Gmail/Workspace (OAuth)
2. Outlook/Microsoft 365 (OAuth)

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.

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.

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).

Email Configuration (per account)

Quick route: Inbox -> account card -> Edit

Account Configuration

Fields:

Available signature variables:

• {sender_name}
• {agent_name}
• {tenant_name}
• {account_email}
• {sender_role}

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):

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).

Daily Summary Email

Set up a daily activity summary.

Fields:

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.

Email details

Path: /app/{tenant}/inbox/message/{id}

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.

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.

Common errors

• Reconnect required in Gmail: reconnect the OAuth from the card.
• Verify fails: disconnect and reconnect the account (OAuth).
• AI response does not appear: check agent and LLM provider.