> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Email

> Manage email conversations with AI assistance

## 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.

<Info>
  **Plan availability:** Standard or higher. See [Plans & Billing](/features/settings/plans).
</Info>

## Key Features

<CardGroup cols={2}>
  <Card title="Auto-Responses" icon="reply">
    Automatically reply to common email inquiries
  </Card>

  <Card title="Smart Routing" icon="route">
    Direct emails to appropriate team members
  </Card>

  <Card title="Rich Formatting" icon="text">
    Send well-formatted emails with images and links
  </Card>

  <Card title="Thread Management" icon="thread">
    Maintain conversation context across email threads
  </Card>
</CardGroup>

## Setting Up Email

<Steps>
  <Step title="Connect Email Account">
    Link your business email account from the [Integrations](https://clarky.ai/features/settings/integrations) page:

    **Supported Providers:**

    * Gmail / Google Workspace
    * Microsoft Outlook / Office 365
    * Resend (Custom)
  </Step>

  <Step title="Test the Setup">
    Send a test email to verify everything works.
  </Step>
</Steps>

## Email Account Integration

### Connecting Gmail

<Steps>
  <Step title="Click 'Connect Gmail'">
    In **Settings > Integrations**, find the Gmail integration.
  </Step>

  <Step title="Authorize Access">
    Sign in with your Google account and grant permissions.

    <Info>
      Clarky requests read and send permissions for your inbox. You can revoke access anytime from your Google Account settings.
    </Info>
  </Step>

  <Step title="Select Handling Options">
    Choose which emails to auto-respond to:

    * All emails to this address
    * Specific folders/labels
    * Emails matching certain criteria
  </Step>

  <Step title="Configure Notifications">
    Set up alerts for when emails need human attention.
  </Step>
</Steps>

### Connecting Outlook

<Steps>
  <Step title="Click 'Connect Outlook'">
    In **Settings > Integrations**, find the Outlook integration.
  </Step>

  <Step title="Microsoft Authorization">
    Sign in with your Microsoft account and grant permissions.
  </Step>

  <Step title="Configure Folder Rules">
    Specify which Outlook folders the agent should monitor.
  </Step>

  <Step title="Set Up Escalation">
    Define when emails should be forwarded to team members.
  </Step>
</Steps>

## Email Response Configuration

### Response Style

Configure how your agent writes emails:

<Tabs>
  <Tab title="Professional">
    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
    ```
  </Tab>

  <Tab title="Friendly">
    Warm, approachable tone for customer service.

    **Example:**

    ```
    Hi John!

    Thanks so much for getting in touch! I'd be happy
    to help you with that.

    [Details...]

    Let me know if you have any other questions!

    Cheers,
    The Acme Team
    ```
  </Tab>

  <Tab title="Concise">
    Brief, to-the-point responses.

    **Example:**

    ```
    Hi,

    [Direct answer to question]

    Thanks,
    Acme Support
    ```
  </Tab>
</Tabs>

Set your preferred style in **Knowledge > Email**.

### Email Signature

Create a professional signature for your agent's emails:

```
--
Acme Support Team
Email: support@acme.com
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**.

## Response Capabilities

### What the Agent Can Do

<AccordionGroup>
  <Accordion title="Answer Common Questions">
    Respond to FAQ-style inquiries instantly:

    * Business hours
    * Location and directions
    * Pricing information
    * Product availability
    * Service descriptions
  </Accordion>

  <Accordion title="Provide Information">
    Send relevant information based on inquiry:

    * Product specifications
    * Service details
    * Documentation links
    * How-to guides
    * Policy information
  </Accordion>

  <Accordion title="Collect Information">
    Gather details needed to process requests:

    * Contact information
    * Order details
    * Account information
    * Specific requirements
  </Accordion>

  <Accordion title="Schedule and Confirm">
    Handle appointment-related emails:

    * Check availability
    * Book appointments
    * Send confirmations
    * Handle rescheduling requests
  </Accordion>

  <Accordion title="Route Complex Inquiries">
    Identify when human help is needed and escalate appropriately.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Emails Not Being Processed">
    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
  </Accordion>

  <Accordion title="Wrong Responses">
    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
  </Accordion>

  <Accordion title="Too Many Escalations">
    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
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Connect Email Account" icon="envelope" href="/features/settings/integrations">
    Link Gmail or Outlook to get started
  </Card>

  <Card title="Customize Responses" icon="pen" href="/features/knowledge/channel-specific">
    Set up email-specific knowledge
  </Card>

  <Card title="Monitor Email Conversations" icon="inbox" href="/features/inbox/overview">
    View and manage email threads
  </Card>

  <Card title="View Analytics" icon="chart-line" href="/features/dashboard/analytics">
    Track email performance metrics
  </Card>
</CardGroup>