Agent Lead EngineHelp

Help centerThe basicsGuide 7 of 11 Add-on

Email inbox

This guide shows you how to forward an email to your assistant so it can draft a reply for you.

Add-on

This is an add-on. It is off until we turn it on for you. To ask for it, text Sam.

What it does

  • Your assistant gets its own email address. We give you that address.
  • You forward an email to it. It reads that one email and drafts a reply for you.
  • You copy the draft and send it from your own email.

What it will not do

It never reads your own mailbox. It never sends email as you.

Forward one email from Gmail on a phone

  1. Open the Gmail app. Open the email.
  2. Scroll to the bottom of the email. Tap Forward.
  3. In the To box, type your assistant's email address.
  4. Tap the Send arrow.
  5. Your assistant drafts a reply for you. Copy the draft, go back to Gmail and send it yourself.

Make a forwarding rule in Gmail on a computer

A rule sends every email from one sender to your assistant. First you add the address. Then you make the rule.

Part 1: add the address

  1. Open Gmail on a computer. Click the gear icon, then "See all settings".
  2. Click the "Forwarding and POP/IMAP" tab.
  3. Click "Add a forwarding address". Type your assistant's email address. Click Next, then Proceed.
  4. Gmail sends a confirmation code to that address. Text Sam. We confirm it for you.

Part 2: make the rule

  1. After we confirm, open Settings again. Click the "Filters and Blocked Addresses" tab.
  2. Click "Create a new filter". In the From box, type the sender's email address. Click "Create filter".
  3. Check the box "Forward it to" and choose your assistant's address. Click "Create filter".

The words on the Gmail buttons may be a little different on your screen. If you get stuck, text Sam.

Watch: forward an email and get a draft

Your assistant

In Gmail, you forward an email from your supplier to your assistant's address.

Your assistant:

I read the email you forwarded. Your supplier asks if you want to change your order to 20 boxes. Do you want a draft reply?

You:

Yes. Say 20 boxes is fine. Ask if they can deliver by Friday.

Your assistant:

Here is a draft:

"Hello, yes, 20 boxes is fine. Can you deliver by Friday? Thank you."

You copy the draft, open Gmail and send the reply yourself.

Animation is off on this device, so all the messages are shown at once.

What happens

  1. Forward one email to your assistant's address.
  2. It reads that one email. It does not read your mailbox.
  3. Tell it what you want to say.
  4. It writes a draft. It does not send it.
  5. You send the reply from your own email.
This is an example. The words your assistant uses will be different.

Demo notice

During a demo, do not forward emails that have passwords, card numbers or private customer details. Read the demo rules.