In AI Email (AIE), you can customize an AI email agent by adding an email signature and a BCC email address.
(AI email agents were formerly called “AI Assistants” and “AI inboxes”. )
Customize an AI email agent signature
The AI email agent’s signature is appended to each outgoing email from the AI email agent when AIE sends an email.
Prerequisites
Connect an email provider email account to AIE. Refer to Connect an Email Provider Email Account to an AI Email Agent.
Add the signature
To add an AI email agent signature:
Go to the AI & Sales Rep Settings page (the robot icon on the top right).
Open the Add a Signature section.
Add text, formatting, and images, and a job title.
We highly recommend adding an Unsubscribe option in your signature that says “If you would like to stop receiving these emails, please reply back unsubscribe.” The AI email agent can categorize unsubscribed contacts so you can avoid emailing them in the future.
Check with your marketing team regarding your company’s compliance practices.
Preview the signature
When you edit your conversation flow and touchpoints, the preview section shows what the signature looks like alongside the outgoing emails.
Tips:
If you added a signature for the email user account in your Gmail or Outlook settings, the signature won’t be imported to AIE.
The email signature added in the AI email agent settings is used when you send an email using AIE. If you log in directly to the email user account in Gmail or Outlook and reply email directly to your contacts from there, the signature applied will be the signature saved in Gmail or Outlook settings, not the signature saved in AIE.
Add a BCC email address
You can add a blind-carbon-copy (BCC) address to all your AI email agent’s outbound emails, such that:
All outbound emails are sent to your CRM.
All qualified emails are sent to a specified recipient (in addition to the sales rep).
To customize your BCC preferences:
Go to AI & Sales Rep Settings (the robot icon at the top right).
Scroll to Add a BCC email address.
Enter one email address per option.
Tip: Ensure that the email address is whitelisted by the receiving inbox in BCC. This prevents automatic replies which will disrupt these email threads.