Email Agents setup - Version 1

Email Agents in Thunai are smart assistants that help automate, manage, and personalize email communications across support and sales workflows. They ensure consistent communication, save time, and integrate seamlessly with your existing tools.

Why Use Email Agents?

• Enhanced Engagement: Send timely, automated responses to users.
• Automated Workflows: Trigger actions such as ticket creation, notifications, and follow-ups.
• Data & Insights: Extract useful data from emails and take contextual actions.
• Smart Routing: Route emails to the right team or individual.

• Seamless Integrations: Works with Gmail, Outlook, Slack, Calendar, and CRM tools.

  
  

Setting Up Email Agents

1. Support Agent Creation
   1. Go to Email Agents in the side menu.
   2. Click Create.
   3. Enter the Agent Name and select Support as the type.
   4. Define the agent’s tone and behavior (persona).
   5. Enter the Email ID Prefix (e.g., support@yourdomain.com).
   6. Click Save.

2. Open the agent → Go to Workflow → Select apps to connect.
3. Click Save again to confirm.

4. Inbox Section: Shows mailbox summary and system logs.

Support Agent Workflow Example:

1. User sends an issue via email.
2. Agent creates a ticket in the chosen app/project.
3. Agent replies with ticket details.
4. Assigned team works on the ticket per workflow.

Create a Sales Agent

1. Go to Email Agents → Click Create.
2. Enter the Agent Name and select Sales as the type.
3. Define the agent’s tone and style.
4. Enter the Email ID Prefix (e.g., sales@yourdomain.com).

5. Click Save.
6. Open the agent → Go to Workflow → Select apps to connect.

7. Click Save again to finalize.

   
   
   

Inbox Section: Displays mailbox summary and system logs.

Sales Agent Workflow Example:

1. User sends a product/service inquiry via email.
2. Agent replies with available meeting slots.
3. User selects a slot.
4. Agent confirms, schedules the meeting, and adds it to the integrated calendar.

5. Calendar invites are sent to both user and sales rep.

   
   
   

If CRM is connected:

1. New user → Contact created in CRM.

2. Existing user → Meeting summary added to CRM record.