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How to Create An AI Email Assistant

Science & Technology

How to Create An AI Email Assistant

Introduction

Hey, I'm Mike, one of the founders of Myi, and in this article, I'm going to show you how to set up your AI email assistant. To give you a bit of background, your AI email assistant will automatically respond to any support emails you receive in your support inbox. You can set it up to either automatically respond to your emails or manually forward emails so you can choose which ones your assistant will handle. It essentially serves as a first line of response, answering most generic emails and acknowledging that the user's request has been seen. If the user wishes to speak to a human, they only need to reply to the AI-generated email, and you'll be looped into the chain.

Getting Started

  1. Initial Setup

    • Navigate to your dashboard.
    • Go to Chatbox Setup > Email Assistant.
    • You may see an introductory carousel explaining how the product works.

  2. Testing Your Email Assistant

    • Send an example email using the provided template. You don't need to make any changes to it; just click "Send."
    • You should receive an AI-generated reply within a few moments.
    • Alternatively, you can forward an existing email to the provided address.

  3. Verifying Ownership

    • Click on Ready to set up.
    • Add and verify your support email address by entering it and sending a verification email.
    • Go to your inbox and confirm the sender signature via the email from Postmark support.
    • Head back to your dashboard and click I’ve completed the verification.

  4. Choosing Your Mode

    • Manual Assist: Allows you to forward emails to the AI assistant manually.
    • Autopilot: Automatically responds to every email.
    • Start with Manual Assist for more control over which emails get answered by the AI.

Manual Assist Setup

  1. Forward A Test Email

    • Click to send the test email and wait for it to be received.

  2. Invite Your Team

    • Send instructions to your team on how to use the manual assist mode.
    • When forwarding emails to the AI assistant, CC your team so they can see the AI responses and add additional information if needed.

  3. Organizing Your Inbox

    • You can set up mail rules to auto-archive these emails or manually review the first few to ensure the responses are accurate.

Autopilot Mode Setup

  1. Switching to Autopilot

    • Go back to Assistant Mode.
    • Choose Change Mode and select Autopilot.

  2. Setting Up Forwarding in Gmail/Outlook

    • Copy the forwarding address provided.
    • Go to your email settings in Gmail/Outlook.
    • Add the forwarding address and verify it.

  3. Testing Autopilot

    • Send a test email to your inbox, which should be forwarded to the AI assistant and trigger an automatic response.
    • Verify that the forwarding rule works correctly.

  4. Team Instructions

    • Inform your team that the AI email assistant is now operational and will handle generic email responses. Only the emails that the AI can't resolve will need human intervention.

Conclusion

Your AI email assistant is now set up and should help reduce your email traffic and support tickets. If you have any questions or need further assistance, feel free to contact us at team@myi.com.

Keywords

  • AI email assistant
  • Support inbox
  • Autopilot mode
  • Manual assist mode
  • Email verification
  • Gmail/Outlook forwarding
  • Email responses
  • Email assistant setup

FAQ

Q1: What is an AI email assistant? A1: An AI email assistant automatically responds to support emails, handling generic queries and acknowledging user requests.

Q2: Can I choose which emails the AI responds to? A2: Yes, you can choose between manually forwarding emails (Manual Assist) or letting the AI respond automatically to all emails (Autopilot).

Q3: How do I verify my email address? A3: Enter your support email, send a verification email, and confirm the sender signature via Postmark support's email.

Q4: What are the differences between Manual Assist and Autopilot modes? A4: Manual Assist lets you manually forward emails to the AI, whereas Autopilot responds to all emails automatically.

Q5: How do I set up email forwarding in Gmail or Outlook? A5: Copy the provided forwarding address, add it to your email settings, and verify it.

Q6: Can I switch between Manual Assist and Autopilot modes? A6: Yes, you can easily switch between the two modes via the dashboard settings.