Understand the thread
Use the connected mailbox and relevant company context to prepare a useful response.
Connect an email account so your AI employee can work with mail alongside your other tools. Research a thread, prepare a reply, and keep the next step moving.
Use the connected mailbox and relevant company context to prepare a useful response.
Combine email with information from your CRM, documents, and other connected tools.
Configure policies so sending mail requires review when an action needs your approval.
Reading mail, sending replies, and responding to events depend on the email provider, connected integration, and granted permissions.
Connect the mailbox through an available email integration.
Choose read and send permissions, including any approval requirements.
Start with a thread to summarize or a reply to draft.
Start with one role and one real task.