The email agent

The email agent is the Sales Engineer working natively in your own inbox. Connect Gmail or Microsoft 365 and the agent reads new inbound mail, recognises RFQs, purchase orders and technical questions, runs them through the standard request pipeline with their attachments and drafts an organisation-branded reply threaded on the original message.

Connecting an inbox

1. Open Settings, then Integrations. Connecting an inbox needs the admin role or above.
2. Choose Gmail or Microsoft 365 and approve the requested access with the provider. The scopes asked for are explained before you connect.
3. You land on the inbox page, where the reply mode, sender identity, filters and activity live.

Nothing already in the inbox is ever touched: the agent starts from the moment of connection. Disconnect or re-consent at any time from the same page.

What the agent does

• Syncs new inbound mail every 5 minutes.
• Classifies each message as an RFQ, a purchase order, a technical question or none of those. Its own sends, bounces and auto-replies are always ignored.
• Runs detected messages through the standard Sales Engineer pipeline, attachments included, creating a request you can open in the platform.
• Drafts the reply: the quote with its PDF and portal link, a clarifying question, a cited technical answer or a purchase order acknowledgement.

The agent acknowledges purchase orders but never commits an order itself; a person creates the order in the platform.

Review mode and direct mode

Review mode is the default: every drafted reply goes to a review address, which defaults to the connected inbox itself, never to the customer. Change the review address on the inbox page, and flip to direct mode once the drafts are consistently right. In direct mode replies go to the customer and a quoted reply marks the quote as sent.

Filters and pause

Per-inbox include and exclude filters on senders, domains and subjects control what the agent considers. The pause switch stops processing without disconnecting the inbox.

The activity view

The inbox page lists every email the agent has seen with its classification, its outcome and the credits it consumed. Mail the filters skipped is listed too, with a manual trigger to process anything the agent should have picked up. No email is ever processed twice.

Credits

Reading and classifying consume nothing. A drafted reply costs 1 credit on top of the standard per-line charges of the pipeline run behind it, and manually triggered processing charges the same as detection.