Email Inbox

Overview & Setup

Give an agent its own email address, and choose how the mail it receives gets handled.

What the Inbox Does

The inbox turns an agent into something people can email. Each agent can have its own inbound email address — when someone emails it, the agent reads the message, works on a response, and can reply. Every message that comes in is kept in the Inbox.

There are two parts to this: Inbox Settings, where you create an agent's address and decide how incoming mail is handled, and the Inbox itself, where you read arrived emails and see what the agent did with each one.

Where to Find It

Open Inbox from the sidebar under More, or go to Settings → Communication → Inbox. Inbox Settings lives at Settings → Communication → Inbox Settings, and can also be opened from the Inbox itself using the gear button in the top-right corner.

Setting Up an Agent's Email

Open Inbox Settings to see a list of your agents. Each one can have its own inbound address, approved senders, and instructions. Use the search box to find an agent, then expand it to configure it.

Generate the email address

Click Generate Email Address. An address is created and shown, with a copy button next to it. Share it with the people who should be able to email this agent.

Customize the address (optional)

Use the pencil icon to change the part of the address before the @. The refresh icon generates a brand-new address — the old one stops working immediately.

Turn processing on

Set the switch to Active so incoming email actually gets processed. Setting it to Disabled pauses processing without losing the address or history.

Set a display name (optional)

Fill in Display Name— this is the name recipients see when the agent replies.

Add common instructions (optional)

Use Common Instructions to describe how the agent should handle every email — tone, what to prioritize, when to escalate. These apply to every email regardless of sender.

Choose attachment handling

The agent always reads the content of attachments. Turn on Save attachments to also keep the files in Files→ Inbox so they can be downloaded later.

Save

Click Save Settings.