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Setting Up AI in the Inbox

Enable AI in the inbox

AI in the Inbox helps you work faster, respond smarter, and stay organized—all without leaving your email thread.

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AI is a Premium subscription feature. If you’re interested in upgrading, go to

Settings → Subscription → Manage to upgrade your plan to include AI. Premium includes additional features beyond AI as well.

How to Enable AI in the Inbox

Once you have Premium, here’s how to leverage AI in your inbox:

AI Inbox features must be enabled individually for each inbox. Follow the steps below to turn on AI for a Personal or Shared Inbox.


Step 1: Navigate to the Inbox Settings

Settings navigation: 1 Personal Inbox for your own inbox. 2 Help Desk for shared inboxes. Select the inbox to edit its settings.
Settings navigation: 1 Personal Inbox for your own inbox. 2 Help Desk for shared inboxes. Select the inbox to edit its settings.
  1. Go to Settings.
  1. Choose one of the following:
      • Personal Inbox (to enable AI for your own inbox), or
      • Help Desk (to enable AI for a shared inbox).
  1. Select the inbox you would like to edit.

Step 2: Enable AI Features

Selected inbox settings: 1 Confirm INBOX NAME. 2 Find the four AI controls under INBOX FEATURES.
Selected inbox settings: 1 Confirm INBOX NAME. 2 Find the four AI controls under INBOX FEATURES.

Within the inbox settings, locate the Inbox Features section.

You’ll see checkboxes for the following AI options:

  • AI Summarization
  • AI Categorization
  • AI Auto Drafts
  • AI Sentiment

Check the boxes for the AI features you want to enable.

Click Save.


Step 3: Refresh Your Inbox

Once saved, AI features will be available in that inbox.

If you do not see them immediately:

  • Refresh your browser, or
  • Log out and log back in.

Important Notes

Generate Summaries on Demand

The current conversation view does not display an automatic summary at the top of each thread. Open AI Assistant from the sparkle icon in the conversation toolbar, then choose Summarize this email or enter your own request.

For the current conversation controls, see Working Within a Conversation.


AI Sentiment Visibility

Sentiment now appears on the contact record, rather than as an indicator on each conversation. Conversation preview-text settings do not restore the old thread-level sentiment display.


Once enabled, AI features will be active for that inbox and ready to help with summaries, categorization, drafting responses, and sentiment analysis.


 

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