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Configure Agent Email Rules

Each agent has its own email address and can send and receive emails. Email rules control how the agent handles inbound messages and what approvals are required for outbound ones.

Prerequisites​

  • A running agent
  • The SendGrid integration must be configured for your project. See Set Up SendGrid.

Steps​

1. Open the Email Rules tab​

Navigate to Agents in the sidebar, click your agent, then select the Email Rules tab.

2. Note the agent's email address​

Every agent is assigned an email address in the format:

[email protected]

This address is displayed at the top of the Email Rules tab. Anyone can send email to this address and the agent processes it according to your rules.

3. Configure inbound rules​

Inbound rules determine what happens when the agent receives an email. Click Add Inbound Rule and configure:

  • Conditions -- match criteria such as sender address, subject line keywords, or email domain. Conditions use a contains match by default (e.g., a subject keyword condition matches if the keyword appears anywhere in the subject line). Enter the value you want to match against and the platform checks whether the incoming email field contains that value.
  • Actions -- what the agent does when the conditions match:
    • Auto-respond -- the agent reads the email and sends a reply automatically.
    • Forward -- the agent forwards the email to another address or agent.
    • Create task -- the agent creates a task from the email content.

4. Configure outbound rules​

Outbound rules control how the agent sends email. Click Add Outbound Rule and choose:

  • Require approval -- outbound emails are held until a human approves them. Useful for sensitive communications.
  • Send immediately -- the agent sends emails without waiting for approval.

5. Set rule priority​

If you have multiple inbound rules, drag them to reorder. Rules are evaluated from top to bottom, and the first matching rule is applied.

6. Save your rules​

Click Save to apply the configuration.

Verify​

Send a test email to your agent's address ([email protected]) and confirm the expected action occurs:

  • For auto-respond rules, check that you receive a reply.
  • For forward rules, check the forwarding destination.
  • For create-task rules, check the Tasks page for the new task.
tip

Start with a single inbound rule and test it before adding more. Complex rule chains are harder to debug.

warning

If outbound rules are set to Send immediately, the agent sends emails without human review. Use Require approval for any external-facing communications until you are confident in the agent's responses.