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Email

Connect one mailbox to read, answer and send email from Komplian, and link each email to the person's record.

Where
AI Agent β†’ Channels β†’ Email
Plan
All plans
Who
Owners and admins connect the mailbox.

Connect your mailbox so your team reads and answers email in Smart Inbox β†’ Emails, next to each customer's record. Email is answered by your team: the AI agent does not reply to email.

Connect your mailbox

1

Open Email

Open AI Agent β†’ Channels β†’ Email and choose the provider.

2

Sign in or fill in your server

For Gmail, sign in with Google. For Outlook, sign in with Microsoft. For Custom mailbox, fill in your IMAP and SMTP details: host, port, user and password.

3

Open Smart Inbox β†’ Emails

Your mail appears there, with its folders.

To switch provider, disconnect the current mailbox first. Otherwise Komplian says: "Another mailbox provider is already connected. Disconnect it first to switch."

Read and answer email

Smart Inbox β†’ Emails has the folders Inbox, Sent, Drafts, Archived, Starred and All.

ActionWhat it does
ComposeWrites a new email from your address.
Reply, Reply all, ForwardAnswers or forwards the open email.
Insert templatePuts one of your templates into the email.
Read or unread, Archive, Delete, StarOrganises the email.
SearchFinds email in your mailbox.
Show imagesShows images loaded from the internet. They stay hidden until you choose it.
Suggest a replyKai drafts a reply. It uses AI credits.

Open the email and choose one:

  • Link a contact: joins the email to a record you already have.
  • Create a contact with this address: creates a new record with the sender's address.

The email then appears in the Emails tab of the person's record.

What else uses the mailbox

WhoWhat it sends or reads
FlowsEmails sent by a flow leave from your address.
AI agentWith Gmail or Outlook, it can email a customer, only to the address the customer gave in that conversation.
OperationsQuotes and delivery notes sent by email.
Email intakeReads new mail to find quote requests. Run now reads it at once.

Limits

Mailboxes1 per workspace.
PlansAll.
Channel limitThe mailbox does not count as a messaging channel.
Email Β· Komplian Docs