Work with the AI Email Assistant
Ask for what you need instead of clicking through your mailbox one screen at a time. Chat Inbox gives you a conversational way to search, read, and investigate email activity.
Before you begin
- Connect an active mailbox with inbox access
- Open Chat > Inbox
- Make sure the mailbox you want to use is selected
Step by step
- Open Chat > Inbox.
- Select the mailbox you want the assistant to use.
- Ask a direct question such as “Show me recent replies from Acme” or “Find the last email from Sarah.”
- Watch the assistant stream its response and tool status updates.
- Keep refining the conversation until you get the email details or contact activity you need.
What Chat Inbox is best at
- Finding recent emails quickly
- Looking up specific message details
- Searching by contact or company context
- Pulling email activity for a known contact
What happens next
Instead of switching between inbox views and contact records, you can stay in one chat and keep asking follow-up questions until you have enough context to act.
Tips
- Use clear names, companies, or email addresses in your prompts
- Ask one concrete question first, then refine
- Use Chat Inbox when filters are not enough and you need conversational discovery
Next step: Get Chat Inbox ready