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

# Email

> Let your AI agent read and reply to customer emails automatically through your company's email system

## Overview

Chatbase's Email integration enables your AI agent to automatically respond to customer emails, providing instant support directly through your company's email system. Setup takes a few minutes and gives you AI-powered email automation across your organization.

<Card title="What you can do:" icon="envelope-open-text">
  Have routine email support answered the moment it arrives, in your brand's voice, with your team notified the instant delivery goes wrong.
</Card>

## Before you start

1. [Create a Chatbase account](https://www.chatbase.co/auth/signup) and build your AI agent
2. Configure your email domain in [Email settings](/docs/user-guides/chatbot/email-settings) with proper authentication (DKIM, SPF, forwarding)
3. Have an active Chatbase AI agent ready for deployment

<Warning>
  **Domain configuration required.** Email integration will not function until your email domain is properly configured with forwarding, DKIM, and SPF records. Complete domain setup in **Settings → Email** before deploying. You must also use a **company email**.
</Warning>

## How Email integration works

The integration lets your AI agent monitor and respond to incoming emails through your configured addresses:

1. **Email reception**: Incoming emails are forwarded to your Chatbase AI agent
2. **AI processing**: The AI agent analyzes the email content and determines the appropriate response
3. **Automated reply**: The AI agent generates and sends a contextually appropriate response
4. **Delivery monitoring**: The system tracks delivery and alerts you of any issues

<Note>
  This loop pauses when your AI agent escalates by creating a **Zendesk** ticket. The AI agent stops replying to the email thread, your team answers from Zendesk, and the AI agent resumes once the ticket is **Solved** or **Closed**. See [Email handover with Zendesk](/docs/user-guides/chatbot/actions/escalate-to-human#email-handover-with-zendesk).
</Note>

## How to connect Email

<Steps>
  <Step title="Open your Chatbase AI agent">
    Navigate to your [Chatbase dashboard](https://www.chatbase.co/dashboard/) and select the AI agent you want to integrate with email.

    <Tip>
      If you haven't created an AI agent yet, follow [Your first AI agent](/docs/user-guides/quick-start/your-first-agent) to get started.
    </Tip>
  </Step>

  <Step title="Configure your email domain">
    Navigate to **Settings → Email** and follow the domain configuration process. See [Email settings](/docs/user-guides/chatbot/email-settings) for detailed instructions.

    <Check>
      Verify all configuration steps are complete before proceeding. Email addresses with configuration issues will display warnings.
    </Check>
  </Step>

  <Step title="Enable the Email channel">
    1. Navigate to **Channels → Email**.

    <Frame>
      <img src="https://mintcdn.com/chatbase/DX8USXKLL_RMQfwe/user-guides/integrations/images/email/email-1.png?fit=max&auto=format&n=DX8USXKLL_RMQfwe&q=85&s=2b400ee0708e65e3e1c6b5167aa808b0" alt="Email integration navigation" width="2806" height="1544" data-path="user-guides/integrations/images/email/email-1.png" />
    </Frame>

    2. Click **Manage** to access email deployment settings.

    <Frame>
      <img src="https://mintcdn.com/chatbase/DX8USXKLL_RMQfwe/user-guides/integrations/images/email/email-2.png?fit=max&auto=format&n=DX8USXKLL_RMQfwe&q=85&s=7da23758a0cf22afa3248fcb762c7583" alt="Email manage button" width="924" height="508" data-path="user-guides/integrations/images/email/email-2.png" />
    </Frame>

    3. Click **Deploy** and toggle the channel to **Enabled**.

    <Frame>
      <img src="https://mintcdn.com/chatbase/DX8USXKLL_RMQfwe/user-guides/integrations/images/email/email-3.png?fit=max&auto=format&n=DX8USXKLL_RMQfwe&q=85&s=acc14298441c89e81fb88b921934878b" alt="Email deployment interface" width="1102" height="346" data-path="user-guides/integrations/images/email/email-3.png" />
    </Frame>
  </Step>

  <Step title="Customize email settings">
    Configure your AI agent's email behavior and appearance from **Channels → Email → Manage**. See [Settings](#settings) below.

    <Frame>
      <img src="https://mintcdn.com/chatbase/DX8USXKLL_RMQfwe/user-guides/integrations/images/email/email-4.png?fit=max&auto=format&n=DX8USXKLL_RMQfwe&q=85&s=4ab116e7c9236c8757668e39cab5f7a3" alt="Email configuration options" width="2816" height="1544" data-path="user-guides/integrations/images/email/email-4.png" />
    </Frame>
  </Step>
</Steps>

<Check>
  Send an email to your configured address and confirm your AI agent replies, with the display name and signature you set.
</Check>

## Settings

Customize how your AI agent sends and formats emails to match your brand and communication standards.

### Reply Address

Select which configured email address appears as the reply-to address for AI-generated emails.

<Card title="Configuration" icon="reply">
  Choose from your verified email addresses. Addresses with configuration issues (forwarding, DKIM, or SPF not enabled) display warnings, and you won't be able to select them.
</Card>

### Deliverability Alert Contact

Designate a team member to receive notifications about email delivery failures and issues.

<Card title="Monitoring" icon="bell">
  Select from your account members, or choose "None" to disable delivery alerts.
</Card>

**Recommended**: Assign this to your technical or support team lead so delivery issues get resolved quickly.

### Blocked senders

Add email addresses that should never receive an AI reply. Emails from blocked senders are still saved to your conversations.

### Email Display Name

Set the sender name recipients see when they receive emails from your AI agent.

<Card title="Branding" icon="signature">
  This name appears in the "From" field and represents your brand identity in customer communications.
</Card>

**Examples**: "CustomerSupport at \[Company Name]", "\[Company Name] AI Assistant", "Helpdesk".

### Spam detection

Enable **Spam detection** to use AI to identify suspected spam. Suspected spam is saved to your conversation logs but doesn't receive an automatic AI reply. You can still reply to these conversations manually.

#### Whitelisted senders

Add email addresses that should always receive an AI reply and bypass **Spam detection**.

### Reply Delay

Hold each AI-generated reply for a set time before it's sent. An instant response can feel automated; a short delay makes replies read like they came from a person, and gives your team a window to step in before an email goes out.

<Card title="Pacing" icon="clock">
  Enter a duration and choose **seconds** or **minutes**. The maximum delay is 1 hour. Set it to 0, or leave it empty, to send replies immediately.
</Card>

<Frame>
  <img src="https://mintcdn.com/chatbase/fN1ZNcosX9tBeQaY/user-guides/integrations/images/email/reply-delay-setting.png?fit=max&auto=format&n=fN1ZNcosX9tBeQaY&q=85&s=a0447f64628b9a6177c1161ce30e46f8" alt="Reply delay configuration" width="589" height="942" data-path="user-guides/integrations/images/email/reply-delay-setting.png" />
</Frame>

**How it works**:

* The AI agent composes its reply as soon as the customer's email arrives, but the send is held for the configured time.
* While a reply is waiting, it appears in your conversation logs as a pending message with a countdown.
* [Taking over](/docs/user-guides/chatbot/help-desk/takeover) the conversation cancels any waiting replies. You're warned first, and if you proceed the customer never receives them and the unsent drafts are removed.

<Frame>
  <img src="https://mintcdn.com/chatbase/fN1ZNcosX9tBeQaY/user-guides/integrations/images/email/takeover-emails.png?fit=max&auto=format&n=fN1ZNcosX9tBeQaY&q=85&s=b190ecd2eccf0ab66afca01ea8b7f710" alt="Warning shown when taking over a conversation with a waiting delayed reply" width="556" height="240" data-path="user-guides/integrations/images/email/takeover-emails.png" />
</Frame>

<Info>
  The delay applies only to automatic AI replies. Replies your team sends from the Helpdesk, and spam conversations you release manually with **Reply anyway**, are always sent immediately.
</Info>

If a delayed reply fails to send, it's retried automatically. If it still can't be delivered, your [Deliverability Alert Contact](#deliverability-alert-contact) is notified and the reply is discarded.

### AI Composition Disclaimer

Add transparency by including a disclaimer that identifies AI-generated content.

<Card title="Transparency" icon="circle-info">
  When enabled, adds a customizable disclaimer at the end of emails. The default is "This message is composed by AI."
</Card>

**Use cases**: regulatory compliance requirements, company transparency policies, building customer trust.

### Email Signature

Create a signature that appears at the bottom of all AI-generated emails.

<Card title="Customization" icon="pen-fancy">
  Supports rich text formatting including multiple lines, links, styling, and contact information.
</Card>

**Signature elements**: company contact information, social media links, legal disclaimers, unsubscribe options.

<Note>
  Remove **Powered by Chatbase** branding from your emails by purchasing the white-label add-on. See [Pricing](https://www.chatbase.co/pricing) for details.
</Note>

## Common use cases

* **Customer support automation**: Handle common inquiries and FAQs automatically
* **Employee self-service**: Answer HR, IT, or administrative questions instantly
* **Lead qualification**: Screen and respond to sales inquiries with relevant information
* **Appointment scheduling**: Assist with booking and calendar management
* **Order status updates**: Provide shipping and order information on demand

<Tip>
  **Getting started**: Begin with a focused use case like FAQ responses or status inquiries, then expand your AI agent's capabilities as you refine its performance.
</Tip>

## Limitations

* **A configured company domain is required.** Email won't function until forwarding, DKIM, and SPF are set up, and a personal email address can't be used.
* **The reply delay caps at 1 hour.**
* **Taking over a conversation cancels queued replies.** Anything waiting to send is discarded.

## Next steps

<Card icon="gear" href="/docs/user-guides/chatbot/email-settings" title="Email settings">
  Configure your domain, authentication records, and verified sending addresses.
</Card>
