Onboarding Form

Autonomous Email Management

This form helps us set up your email automation system. Please tell us what labels you want and what action should be taken for each category.

Separate by commas – e.g., Clients, VIP Deals, Invoices

Examples:

  • VIP Deals → Forward to CEO

  • Invoices → Auto-forward to [email protected]

  • Clients → Draft a reply and send for human review

  • Leads → Send to CRM or mark as important

  • Support → Auto-reply with knowledge base answer