AI Agent Management
Email Settings
Configure email handoff and reply behavior for chatbot support workflows.
Email channel settings
Open Channels, then manage Email. Connect a mailbox first, then configure how the agent reads and replies to email. The channel has Overview, Configuration, Signature, and Actions tabs.
Configure replies
| Control | Purpose |
|---|---|
| Visibility | Enable or disable the email channel. |
| Reply addresses | Choose the connected sender addresses used for replies. |
| Deliverability alert contact | Select a teammate to receive delivery alerts. |
| Blocked senders | Exclude specified email senders. |
| Email display name | Set the sender name customers see. |
| Spam detection and whitelisted senders | Control spam handling and allowed senders. |
| Reply delay | Set how long the channel waits before responding. |
Signature
Open Signature to edit the content appended to outgoing replies. Keep it short enough to leave the answer easy to read. Save the changes and check a message received by a mailbox you control.
Model, sources, and actions
Overview controls the email model, data sources, and instructions. Choose whether instructions stay synchronized with the global agent instructions. Open Actions to enable only the actions suitable for email. Browser-only client actions require a website context and cannot run in a recipient’s mailbox.
Check delivery
A connected address and a visible channel are separate settings. If mail is missing, check the mailbox connection and inbound forwarding. For failed outgoing mail, check the SMTP settings and the sending domain’s SPF, DKIM, and DMARC configuration.