Overview
The Email channel enables your AI agent to read and respond to emails automatically. Perfect for handling common inquiries, providing information, and routing complex questions to the right team members.Plan availability: Standard or higher. See Plans & Billing.
Key Features
Auto-Responses
Automatically reply to common email inquiries
Smart Routing
Direct emails to appropriate team members
Rich Formatting
Send well-formatted emails with images and links
Thread Management
Maintain conversation context across email threads
Setting Up Email
1
Connect Email Account
Link your business email account from the Integrations page:Supported Providers:
- Gmail / Google Workspace
- Microsoft Outlook / Office 365
- Resend (Custom)
2
Test the Setup
Send a test email to verify everything works.
Email Account Integration
Connecting Gmail
1
Click 'Connect Gmail'
In Settings > Integrations, find the Gmail integration.
2
Authorize Access
Sign in with your Google account and grant permissions.
Clarky requests read and send permissions for your inbox. You can revoke access anytime from your Google Account settings.
3
Select Handling Options
Choose which emails to auto-respond to:
- All emails to this address
- Specific folders/labels
- Emails matching certain criteria
4
Configure Notifications
Set up alerts for when emails need human attention.
Connecting Outlook
1
Click 'Connect Outlook'
In Settings > Integrations, find the Outlook integration.
2
Microsoft Authorization
Sign in with your Microsoft account and grant permissions.
3
Configure Folder Rules
Specify which Outlook folders the agent should monitor.
4
Set Up Escalation
Define when emails should be forwarded to team members.
Email Response Configuration
Response Style
Configure how your agent writes emails:- Professional
- Friendly
- Concise
Formal tone suitable for corporate communication.Example:
Email Signature
Give your agent a rich HTML signature with your logo, links, and contact details. It is appended automatically to agent replies and to emails your team sends from the CRM.1
Open Email settings
Go to Settings > Email for your agent.
2
Build the signature
Write the signature in the editor. The live preview shows exactly how it will render in the recipient’s inbox.
3
Save
From then on, every outbound email carries the signature.
Open Tracking
Want to know when a contact opens your email? Turn on open tracking in Settings > Email. When a recipient views a tracked message, Clarky logs an opened activity on the contact’s timeline.Open tracking is off by default and applies only to messages sent after you enable it.
Sending Domains
Outbound email is sent from a verified domain connected to your account. The sender field is a local part (for examplehello) plus a dropdown of every domain you have verified, so one workspace can send as hello@acme.com for one agent and team@acmeoutreach.com for another.
If you run outbound Sequences, you can select several verified domains at launch and Clarky rotates enrollments across them. Each contact is pinned to one domain for the whole sequence, keeping follow-ups and replies in the same thread. See Sequences for details.
Response Capabilities
What the Agent Can Do
Answer Common Questions
Answer Common Questions
Respond to FAQ-style inquiries instantly:
- Business hours
- Location and directions
- Pricing information
- Product availability
- Service descriptions
Provide Information
Provide Information
Send relevant information based on inquiry:
- Product specifications
- Service details
- Documentation links
- How-to guides
- Policy information
Collect Information
Collect Information
Gather details needed to process requests:
- Contact information
- Order details
- Account information
- Specific requirements
Schedule and Confirm
Schedule and Confirm
Handle appointment-related emails:
- Check availability
- Book appointments
- Send confirmations
- Handle rescheduling requests
Route Complex Inquiries
Route Complex Inquiries
Identify when human help is needed and escalate appropriately.
Troubleshooting
Emails Not Being Processed
Emails Not Being Processed
If the agent isn’t reading emails:
- Check integration connection status
- Verify email account permissions
- Review filtering rules
- Check for authentication expiration
Wrong Responses
Wrong Responses
If agent sends incorrect information:
- Review the email thread in your inbox
- Update knowledge base with correct info
- Add specific examples for similar scenarios
- Consider adjusting auto-response rules
Too Many Escalations
Too Many Escalations
If too many emails are escalated:
- Review why emails are being escalated
- Add knowledge to handle common escalations
- Adjust confidence thresholds
- Refine filtering rules
Next Steps
Connect Email Account
Link Gmail or Outlook to get started
Email-only documents
Give email its own instructions in Context
Monitor Email Conversations
View and manage email threads
View Analytics
Track email performance metrics