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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.

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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

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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.

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Email Account Integration

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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.

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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.

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Email Response Configuration

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Response Style

Configure how your agent writes emails:
  • Professional
  • Friendly
  • Concise
Formal tone suitable for corporate communication.Example:
Dear Mr. Smith,

Thank you for reaching out to Acme Corporation.
I would be happy to assist you with your inquiry
regarding our product specifications.

[Details...]

Please let me know if you need any additional information.

Best regards,
Acme Support Team
Set your preferred style in Knowledge > Email.

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Email Signature

Create a professional signature for your agent’s emails: 
--
Acme Support Team
Email: [email protected]
Phone: (555) 123-4567
Website: www.acme.com

This is an automated response. Reply to this email
to continue the conversation with our team.
Configure in Knowledge > Email.

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Response Capabilities

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What the Agent Can Do

Respond to FAQ-style inquiries instantly:
  • Business hours
  • Location and directions
  • Pricing information
  • Product availability
  • Service descriptions
Send relevant information based on inquiry:
  • Product specifications
  • Service details
  • Documentation links
  • How-to guides
  • Policy information
Gather details needed to process requests:
  • Contact information
  • Order details
  • Account information
  • Specific requirements
Handle appointment-related emails:
  • Check availability
  • Book appointments
  • Send confirmations
  • Handle rescheduling requests
Identify when human help is needed and escalate appropriately.

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Troubleshooting

If the agent isn’t reading emails:
  1. Check integration connection status
  2. Verify email account permissions
  3. Review filtering rules
  4. Check for authentication expiration
If agent sends incorrect information:
  1. Review the email thread in your inbox
  2. Update knowledge base with correct info
  3. Add specific examples for similar scenarios
  4. Consider adjusting auto-response rules
If too many emails are escalated:
  1. Review why emails are being escalated
  2. Add knowledge to handle common escalations
  3. Adjust confidence thresholds
  4. Refine filtering rules

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Next Steps

Connect Email Account

Link Gmail or Outlook to get started

Customize Responses

Set up email-specific knowledge

Monitor Email Conversations

View and manage email threads

View Analytics

Track email performance metrics