Set Up an AI Email Agent

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Setting up your AI email agent (formerly called the “AI assistant” or “AI inbox”) is a required step for enabling AI Email (AIE) campaigns. You can set up multiple AI email agents for different personas and campaigns.

Each AI email agent is associated with a single email inbox account on the configured email provider.

Prerequisites

Connect an email account to AIE

To connect an email account to AIE:

  1. In AIE, go to AI inboxes. The list of AI email agents opens.

  2. Select Add a new inbox. The create an inbox panel opens.

  3. Select either 6sense, Google, or Outlook.

  4. Select the email account to use with the AI email agent.

    When using Outlook 365, if you get the error message “Need admin approval”, refer to the Outlook instructions at Set Up a Gmail or Outlook Email Provider for AIE.

  5. Your new AI email agent displays in the All inboxes list.

  6. After your email is connected, you can also customize the signature that will be appended to all outgoing emails.