Email Awareness
What Agiled AI and AI workers can do with the mailboxes you connect.
When you connect a mailbox, Agiled AI can work with the email you exchange with your clients. See Mailboxes to connect Gmail, Outlook, or an IMAP and SMTP account.
Emails become events
When an email arrives from someone who is already one of your contacts, it becomes a business event, A client emails you. Workflows and AI workers can listen for it, for example a Collections worker that wakes when a client replies about an unpaid invoice. See What wakes a worker.
- Email from people who are not in your contacts is not stored in Agiled and does not trigger anything.
- Only recent mail triggers events. Older messages that arrive when a mailbox is first connected or reconnected do not.
The assistant can use email
In chat, Agiled AI can look at client email, so you can ask what a client last wrote or ask for a reply to a conversation.
- Find emails you have exchanged with a client, by contact, by company, or by words in the subject or message.
- Read a whole conversation.
- Prepare an email to a client, or a reply inside an existing conversation. It is written in your voice and sent from your own connected mailbox, only after you approve it.
It can only see email for clients you can open. You need CRM access for this. People who manage the CRM can search email for every contact, and other people can search email for contacts they own or are assigned to. Sending an email to a client always asks for approval, however often you have approved it before. See Approvals.
Email content is read as information, never as instructions, and Agiled does not turn client emails into saved memories. See What Agiled knows.
AI workers and email
A worker can prepare an email to a client, and it is sent from your own connected mailbox only after you approve it. You can edit it before approving. Sending email can never be set to run without asking. A worker can wake when a client replies and read that conversation, but it does not read your whole inbox. If no mailbox is connected, the worker puts the finished draft in the case for you to send.
Check before you send
Email goes to real people. Read what the assistant drafted, check the recipient and any amounts or dates, and edit it before you approve.