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
Open Email
Open AI Agent β Channels β Email and choose the provider.
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.
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.
| Action | What it does |
|---|---|
| Compose | Writes a new email from your address. |
| Reply, Reply all, Forward | Answers or forwards the open email. |
| Insert template | Puts one of your templates into the email. |
| Read or unread, Archive, Delete, Star | Organises the email. |
| Search | Finds email in your mailbox. |
| Show images | Shows images loaded from the internet. They stay hidden until you choose it. |
| Suggest a reply | Kai drafts a reply. It uses AI credits. |
Link an email to a contact
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
| Who | What it sends or reads |
|---|---|
| Flows | Emails sent by a flow leave from your address. |
| AI agent | With Gmail or Outlook, it can email a customer, only to the address the customer gave in that conversation. |
| Operations | Quotes and delivery notes sent by email. |
| Email intake | Reads new mail to find quote requests. Run now reads it at once. |
Limits
| Mailboxes | 1 per workspace. |
| Plans | All. |
| Channel limit | The mailbox does not count as a messaging channel. |
See also
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