The email agent

Why

Your customers already write to an inbox, and every enquiry copied out of it is time lost.

What

The agent reads new mail, recognises requests, purchase orders and questions, and runs them as requests.

How

Connect the inbox in Settings then Integrations, choose how it answers, and watch its activity.

Connect an inbox

1. 1
   Step 1.

   Open /app/settings/integrations and the Email agent entry. You need the admin role.

2. 2
   Step 2.

   Press Connect Gmail or Connect Microsoft 365 and approve the access with the provider.

3. 3
   Step 3.

   You land on the inbox page at /app/settings/integrations/email/[inboxId], where its settings and activity live.

The agent reads only mail that arrives after you connect, and never deletes or moves anything.

What it does

• Checks for new mail every few minutes; Sync now checks at once.
• Classifies each message as RFQ, PO, Question or No action. Its own sends, bounces and auto replies are never answered.
• Runs a recognised enquiry through the same pipeline as the AI area, attachments included, as a request under Recents in the menu.
• Drafts the reply: the quote with its PDF, a clarifying question, a cited answer or an order acknowledgement. It never commits an order itself.

How this inbox is handled

Switch to Direct once the drafts are consistently right. Pausing the inbox stops all reading and replying; mail that arrives meanwhile is picked up when you resume.

Activity

The inbox page lists every email the agent has seen, with its kind, its status and the usage it drew. Filtered mail is listed too, with Process to run it by hand. No email is processed twice.

Usage

Recognising and classifying mail draws nothing. A run draws the same as it would in the AI area, and a drafted reply a little more. A prepared enquiry draws nothing until you send it.