Email Integration

Connect email to let your agent handle email conversations

Email Integration#

Connect email forwarding to let your AI agent handle email conversations automatically. Supports Gmail, Outlook, Yahoo, and other providers.

Setting Up#

Email integration uses a 3-step wizard:

Step 1: Enable Email#

  1. Go to your agent dashboard
  2. Navigate to Deploy > Email
  3. Click Enable Email
  4. A unique forwarding address is generated for your agent

Step 2: Set Up Forwarding#

Configure your email provider to forward messages to AlonChat. The setup page shows provider-specific instructions:

Gmail:

  1. Open Gmail Settings > Forwarding and POP/IMAP
  2. Click "Add a forwarding address"
  3. Paste your AlonChat forwarding address
  4. Gmail sends a verification code - AlonChat detects it automatically (polls every 3 seconds)
  5. Forwarding is verified and enabled

Outlook:

  1. Go to Outlook Settings > Mail > Forwarding
  2. Enable forwarding to your AlonChat address
  3. Check the "I've set up forwarding" confirmation checkbox

Yahoo:

  1. Go to Yahoo Mail Settings > Filters
  2. Create a filter to forward messages (Yahoo Mail Plus required for free accounts)
  3. Check the "I've set up forwarding" confirmation checkbox

Other Providers:

  1. Follow your provider's forwarding instructions
  2. Forward to your AlonChat address
  3. Check the "I've set up forwarding" confirmation checkbox

Step 3: Configure Response Settings#

  • Auto-Reply: Toggle automatic email responses on/off
  • Display Name: Name shown in outgoing emails
  • Email Signature: Custom signature (supports multiple lines)
  • Include Original: Toggle to include the original message in replies
  • Test Email Button: Send a test email to verify everything works

Features#

FeatureDescription
Auto-ReplyAutomatically respond to incoming emails
Thread HandlingMaintains email thread context
Human HandoffForward to human when needed
Contact TrackingLinks emails to contacts
Test EmailSend test emails to verify setup
Multi-ProviderGmail, Outlook, Yahoo, and generic SMTP

Auto-Reply Options#

  • All emails: Reply to every incoming email
  • First contact only: Only reply to first email in a thread
  • Off: Disable auto-reply (emails are still logged)

Managing Threads#

View email threads in your dashboard:

  1. Go to CRM > Activity
  2. See all email conversations
  3. View agent responses
  4. Take over manually if needed

Best Practices#

  1. Set expectations: Include in your signature that responses may be AI-assisted
  2. Monitor regularly: Check email responses for quality
  3. Use human handoff: For complex or sensitive issues
  4. Test first: Send a test email before going live
  5. Configure display name: Use a recognizable sender name
Email Integration | AlonChat Docs