What it is for: seeing the emails your agent writes and receives and, if you have it contracted, letting another agent sort your company's everyday email: it files each message in its folder and alerts you only about what matters.
Where to find it: menu Conversations («Conversaciones») → Email («Correo»). Inside there are up to two tabs: 🤖 Your agent's emails («🤖 Correos de tu agente») and 🗂️ Settings («🗂️ Ajustes»).
Who sees it: Your agent's emails is for anyone with a full agent. Settings is only for the account owner and only if the Email Pro Agent is contracted. If you do not see one, ask our support team.
Two emails that are not the same
- Your agent's email is an address of its own for your AI agent. It comes with the agent and the agent uses it for its own email conversations.
- Your everyday mailbox is your company's email: invoices, bank notices, what customers reply. The Email Pro Agent sorts it, and it is set up in the Settings tab.
They do not touch each other.
Step by step
See the emails your agent has written and received
- Go to Email → 🤖 Your agent's emails.
- At the top, under Your AI email address («Tu dirección email IA»), is your agent's address. You can select and copy it.
- Below, under Latest threads in your mailbox («Últimos hilos de tu buzón»), you see up to the 30 most recent threads. Each one shows the subject, the date, who writes and to whom, a piece of the message and its labels.
- If no email has arrived yet, the screen says so and the list will appear as soon as the first one arrives.
Test that your agent's email works
- On the Your AI email address card, click Write a test → («Escribir un test →»).
- Your email program opens with your agent's address already filled in. Write any message and send it.
- Go back to the screen and reload: the thread should appear in the list.
- For your leads to reply by email, give them that address or forward emails to it. Your agent replies according to how you have set it up.
Let the Email Pro Agent sort your mailbox
- Go to the 🗂️ Settings tab (or Email, if your menu opens this screen directly: "Your mailbox, sorted" («Tu buzón, ordenado»)).
- At the top, under The mailbox it sorts («El buzón que ordena»), check it is the right account. If it says "paused", it is not reading right now.
- Each incoming email is looked at, filed in the folder it belongs in and, if needed, opens an alert for you. Nothing is ever deleted: it is only moved.
- In the list, each type of email has its own row.
The types are:
| Type | What it is |
|---|---|
| cliente (customer) | A customer or interested person writes. Goes to each customer's folder |
| soporte (support) | A technical issue |
| proveedor (supplier) | A company that provides you with a service |
| factura (invoice) | An invoice, receipt or payment notice |
| comercial (sales) | Cold advertising from someone who wants to sell you something |
| boletin (newsletter) | Newsletters and product news |
| automatico (automatic) | Notices from machines and platforms |
| dmarc | Technical email reports |
| personal | Personal matters, nothing to do with the company |
| revisar (to review) | When it is not clear |
Choose what happens with each type of email
- On the type's row, look at Filed in («Se archiva en») and choose the folder from those that already exist in your mailbox. Customer emails have no fixed folder because they go to each customer's folder.
- Tick Opens an alert («Abre aviso») if you want that type of email to open an alert for you.
- Tick Alerts you right away («Te avisa al momento») if you want to know as soon as it arrives.
- Under Reply («Respuesta»), choose Does not reply («No responde») or Drafts and waits for your OK («Redacta y espera tu sí»). With the second, the agent prepares a reply and nothing goes out without your approval.
- When you finish with all the rows, click Save settings («Guardar ajustes»). You will see a confirmation message.
The agent does not create new folders: you can only choose among those you already have in your mailbox. If you want a new folder, create it first in your email and come back here.
If something does not go as expected
| What happens | Why | What to do |
|---|---|---|
| It says "no mailbox assigned" | Your account does not have an email address for the agent yet | Ask our support team to set it up |
| A red box with an error appears when viewing threads | The mailbox could not be queried right now | Reload the page in a while |
| "Your mailbox still needs connecting" | You have the Email Pro Agent contracted, but no mailbox is plugged in yet | Click Ask for it to be connected («Pedir que lo conecten») |
| It says "Email Pro Agent" with a button to see services | You do not have it contracted | Click See available services («Ver servicios disponibles») |
| Orange warning: folders cannot be read | The panel cannot see your mailbox folders right now | The rest is saved; come back in a while to change folders |
| A folder shows "(no longer exists)" | You deleted it from your mailbox | Choose another from the list |
| I do not see the Settings tab | You are not the account owner, or you do not have the Email Pro Agent | Ask our support team |
Related
- Support tickets: your customers' queries, in threads with a status.
- Inbox: what people write to you on other channels.
- Alerts: where your alerts reach you.
- My agent: how your AI agent behaves.