Onboarding — Connect your inbox

During the steps below you will be guided to connect your inbox so that AI agent can read and process your messages.

1 — Choose Your Inbox Source

Select one or more inbox sources:

  • Front App

  • Outlook

  • Zendesk

  • Other inboxes (Gmail, Salesforce, HubSpot, IMAP, etc.)

Each connection grants secure OAuth access. No credentials are stored locally or shared.

📘 Additional Helpful Guides:

2 — Which team owns this inbox?

Determines which extractors, templates, and workflows will be preloaded.

Teams:

  • Quality / Regulatory

  • Supply Chain / Warehouse

  • Finance (AP/AR)

  • Production / Operations

  • Operations / Entry

  • Lab Admin / Reporting

  • Maintenance / QA

  • Other

Effect on next steps: Selecting a team preloads the relevant Document Classes and Message Classes.

B) Front App — Authentication Options

Selecting Front App opens this modal:

If you choose, OAuth 2.0, then you would need to login to your Front account. Note that a Front Admin account is required for granting the access.

You may decide to provide an API token, instead, to allow access to non-shared resources to AI agents. Please consult with the guide in Connect your Front account for more details.

C) Zendesk — Additional Configuration Required

After Zendesk connection, you need to also specify you would like to process tickets from which Zendesk group:

You may also select Any (indicating tickets from all groups) or '-' meaning tickets that do not have a group assigned yet, or choose a specific group from the list.

D) Other Inbox — Custom Agent Route

If Other inbox option is selected, you will be routed to the Custom Agent Creation page, where you can:

  • Build a new AI agent from scratch with any inbound message channel. In addition to Gmail, Salesforce, Hubspot, IMAP, other supported channels include SMTP, WhatApp, Twillio, Slack, Microsoft Teams and a few other communication tools.

  • Your may choose to start from a template

  • Customize your agent's triggers, extractors, and workflow rules

💡 Tip: Prebuilt agent templates come preloaded with extractors, workflow logic, and data mapping rules for common operations

Starting from a template

If you choose "Other inbox (Gmail, Salesforce, Hubspot, IMAP, etc.) you will be guided to a template selection page, where you can start from a predefined template or you have the option to start from an empty agent builder editor to design your own agent:

When you click on "Change Template" a modal will open that will show the list of prebuilt templates as well as the option to start from scratch.

After selecting a template, you will be back to the template selection page where if you click on Next you will be guided to Agent Builder with a preconfigured agent template that you can customize and publish.

Onboarding — Connect your inbox

During the steps below you will be guided to connect your inbox so that AI agent can read and process your messages.

1 — Choose Your Inbox Source

Select one or more inbox sources:

  • Front App

  • Outlook

  • Zendesk

  • Other inboxes (Gmail, Salesforce, HubSpot, IMAP, etc.)

Each connection grants secure OAuth access. No credentials are stored locally or shared.

📘 Additional Helpful Guides:

2 — Which team owns this inbox?

Determines which extractors, templates, and workflows will be preloaded.

Teams:

  • Quality / Regulatory

  • Supply Chain / Warehouse

  • Finance (AP/AR)

  • Production / Operations

  • Operations / Entry

  • Lab Admin / Reporting

  • Maintenance / QA

  • Other

Effect on next steps: Selecting a team preloads the relevant Document Classes and Message Classes.

B) Front App — Authentication Options

Selecting Front App opens this modal:

If you choose, OAuth 2.0, then you would need to login to your Front account. Note that a Front Admin account is required for granting the access.

You may decide to provide an API token, instead, to allow access to non-shared resources to AI agents. Please consult with the guide in Connect your Front account for more details.

C) Zendesk — Additional Configuration Required

After Zendesk connection, you need to also specify you would like to process tickets from which Zendesk group:

You may also select Any (indicating tickets from all groups) or '-' meaning tickets that do not have a group assigned yet, or choose a specific group from the list.

D) Other Inbox — Custom Agent Route

If Other inbox option is selected, you will be routed to the Custom Agent Creation page, where you can:

  • Build a new AI agent from scratch with any inbound message channel. In addition to Gmail, Salesforce, Hubspot, IMAP, other supported channels include SMTP, WhatApp, Twillio, Slack, Microsoft Teams and a few other communication tools.

  • Your may choose to start from a template

  • Customize your agent's triggers, extractors, and workflow rules

💡 Tip: Prebuilt agent templates come preloaded with extractors, workflow logic, and data mapping rules for common operations

Starting from a template

If you choose "Other inbox (Gmail, Salesforce, Hubspot, IMAP, etc.) you will be guided to a template selection page, where you can start from a predefined template or you have the option to start from an empty agent builder editor to design your own agent:

When you click on "Change Template" a modal will open that will show the list of prebuilt templates as well as the option to start from scratch.

After selecting a template, you will be back to the template selection page where if you click on Next you will be guided to Agent Builder with a preconfigured agent template that you can customize and publish.

Onboarding — Connect your inbox

During the steps below you will be guided to connect your inbox so that AI agent can read and process your messages.

1 — Choose Your Inbox Source

Select one or more inbox sources:

  • Front App

  • Outlook

  • Zendesk

  • Other inboxes (Gmail, Salesforce, HubSpot, IMAP, etc.)

Each connection grants secure OAuth access. No credentials are stored locally or shared.

📘 Additional Helpful Guides:

2 — Which team owns this inbox?

Determines which extractors, templates, and workflows will be preloaded.

Teams:

  • Quality / Regulatory

  • Supply Chain / Warehouse

  • Finance (AP/AR)

  • Production / Operations

  • Operations / Entry

  • Lab Admin / Reporting

  • Maintenance / QA

  • Other

Effect on next steps: Selecting a team preloads the relevant Document Classes and Message Classes.

B) Front App — Authentication Options

Selecting Front App opens this modal:

If you choose, OAuth 2.0, then you would need to login to your Front account. Note that a Front Admin account is required for granting the access.

You may decide to provide an API token, instead, to allow access to non-shared resources to AI agents. Please consult with the guide in Connect your Front account for more details.

C) Zendesk — Additional Configuration Required

After Zendesk connection, you need to also specify you would like to process tickets from which Zendesk group:

You may also select Any (indicating tickets from all groups) or '-' meaning tickets that do not have a group assigned yet, or choose a specific group from the list.

D) Other Inbox — Custom Agent Route

If Other inbox option is selected, you will be routed to the Custom Agent Creation page, where you can:

  • Build a new AI agent from scratch with any inbound message channel. In addition to Gmail, Salesforce, Hubspot, IMAP, other supported channels include SMTP, WhatApp, Twillio, Slack, Microsoft Teams and a few other communication tools.

  • Your may choose to start from a template

  • Customize your agent's triggers, extractors, and workflow rules

💡 Tip: Prebuilt agent templates come preloaded with extractors, workflow logic, and data mapping rules for common operations

Starting from a template

If you choose "Other inbox (Gmail, Salesforce, Hubspot, IMAP, etc.) you will be guided to a template selection page, where you can start from a predefined template or you have the option to start from an empty agent builder editor to design your own agent:

When you click on "Change Template" a modal will open that will show the list of prebuilt templates as well as the option to start from scratch.

After selecting a template, you will be back to the template selection page where if you click on Next you will be guided to Agent Builder with a preconfigured agent template that you can customize and publish.

Message/Ticket Classification