Assign agents or rules to receiving accounts
Assign active AI, Rule, or Advance Agents without conflicting reply modes.
Choose an account's mode
- Configure enabled IMAP or POP3 receiving and SMTP sending for the account; save the intended agents.
- Open Auto Reply → Account assignments.
- Choose Off, AI agents (including Advance Agents), or Rule-based.
- Select one or more eligible agents/rules and save the assignment.
One account cannot run the AI/agent and direct Rule-based modes together. Switching modes clears the conflicting selection. A receive-only account cannot send replies until SMTP is added.
Multiple agents and rules
For AI/agent routing, assign Customer service and Product query when needed and use up/down controls for priority. Routing chooses a suitable agent rather than sending every agent's reply. The first agent is the fallback and breaks score ties. Direct Rule Agents run by Priority, lowest number first; only the first matching rule replies.
Visual Builder account selection
In an Advance Agent, select one or more accounts in the Incoming email node. Saving an active workflow assigns it to those enabled accounts; saving inactive or a draft does not enable assignments. Disabled receiving accounts cannot be newly selected. A conflicting Rule-based assignment must be resolved first. Deselecting an account removes this workflow, not unrelated agents.
Approval and backlog are separate
An AI/Advance agent's manual mode sends generated replies to Approval Queue. Process existing messages after startup is off by default; enabling it can process old messages. It does not bypass approval or safety checks. Keep the app awake, online, and running and inspect History for each result.
