AI Agent Management

Email settings

Let your AI Agent auto-reply, assign, and escalate support emails. Pro tier — connect a forwarding address and authenticate your sending domain.

What it does

Email settings turns your agent into an inbox. Customers email a dedicated address; the agent reads the thread, drafts a reply grounded in your sources, and either sends automatically or queues the draft for human review — your call, per agent.

Replies come from your domain (after you verify it), so customers see support@yourcompany.com, not a Chatmount-branded address.

Tier requirement

Pro tier or above. Sub-Pro accounts see the page faded behind the standard upgrade overlay — the same single-Pro pricing card used by Topics, Sentiment, and Voice.

Setup

  1. Enable email support

    Click the Enable button on the hero card. This provisions an inbox for the agent on the Chatmount side and unlocks the configuration panel.

  2. Set up forwarding

    We’ll generate a unique address that looks like agent-abc123@inbox.chatmount.com. Add a forwarding rule from your real support address (e.g. support@yourcompany.com) to this address. Most email providers — Google Workspace, Office 365, Fastmail — support forwarding under their basic settings.

  3. Authenticate your domain

    Add the SPF + DKIM records we provide to your domain’s DNS. This is what lets us send replies from @yourcompany.com without landing in spam. Most DNS providers process the new records in under an hour.

Reply behaviour

Once the channel is live, every incoming email becomes a record on the Activity page (chat logs filter by channel = Email). The agent:

  • Reads the latest message and any quoted history
  • Drafts a reply against your trained sources
  • Sends automatically, or holds for review based on your per-agent setting
  • Escalates to a human when confidence is low (configurable threshold)

Replies follow the same brand voice as your widget agent — same system prompt, same sources, same model.

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