How It Works
- Email arrives at your agent’s inbound address
- Agent processes the email using your knowledge base
- Response sent back to the customer
- Conversation tracked in your dashboard
Getting Started
Prerequisites
- A Ansa account (Starter plan or higher)
- An agent with knowledge base content
- Access to configure email forwarding (for custom domains)
Step 1: Enable Email Channel
- Go to Channels → Email
- Select an agent
- Toggle Enabled on
- Note your inbound address (e.g.,
[email protected])
Step 2: Forward Emails
Set up email forwarding from your support address to your agent’s inbound address. Common providers:Gmail
Settings → Forwarding → Add address
Outlook
Settings → Mail → Forwarding
Zendesk
Admin → Channels → Email → Forwarding
Other
Check your email provider’s forwarding docs
Step 3: Configure Settings
Customize how your agent handles emails:- Go to Channels → Email
- Configure display name, signature, etc.
- Save settings
Configuration Options
Basic Settings
| Setting | Description |
|---|---|
| Display Name | Name shown in “From” field (e.g., “Acme Support”) |
| Reply Address | Where replies go (optional, defaults to inbound) |
| Signature | Text appended to every email |
| Subject Prefix | Text prepended to subject lines |
Email Content
| Setting | Description |
|---|---|
| Disclaimer Enabled | Add a disclaimer to emails |
| Disclaimer Text | The disclaimer content |
| Include Original | Quote the original message in replies |
Security & Filtering
| Setting | Description |
|---|---|
| Allowed Domains | Only accept emails from these domains |
| Blocked Senders | Reject emails from these addresses |
| CC Address | Copy all responses to this address |
| Alert Contact | Email for system alerts |
Confidence-Based Routing
Route emails based on how confident your agent is in its response.How It Works
- Agent receives email
- Searches knowledge base for relevant content
- Calculates confidence score
- Takes action based on threshold
Configuration
- Go to Channels → Email
- Set Confidence Threshold (e.g., 70%)
- Choose Low Confidence Action:
- Forward — Send to a human for review
- Draft — Save response but don’t send
- Send Anyway — Send with disclaimer
Forward to Human
For low-confidence responses:- Set Forward To Email (your support team)
- The agent forwards:
- Original customer email
- Drafted response
- Confidence score
- Conversation link
Custom Domain
Use your own domain instead ofmail.ansa.so.
Setup
- Go to Channels → Email → Domain
- Click Add Domain
- Enter your domain (e.g.,
support.yourcompany.com) - Add the DNS records shown:
- SPF record
- DKIM record
- MX record (optional)
- Click Verify
DNS Records Example
Threading & Conversations
Emails are automatically threaded into conversations.How Threading Works
- Replies to existing threads continue the conversation
- New subjects start new conversations
- Thread ID tracked via email headers
Viewing Conversations
- Go to Conversations
- Filter by Email channel
- Click to view full thread
- Sender
- Timestamp
- Confidence score
- Original email content
Auto-Learn
Improve your agent automatically from email interactions.How It Works
When enabled:- Agent analyzes incoming questions
- Identifies knowledge gaps
- Suggests additions to knowledge base
- You approve or reject suggestions
Configuration
- Go to Channels → Email
- Toggle Auto-Learn Enabled
- Review suggestions in Knowledge Base
Email Formatting
Outgoing Emails
Agent responses are formatted as clean HTML emails:- Markdown converted to HTML
- Mobile-friendly styling
- Plain text fallback included
Incoming Emails
The agent processes:- Plain text emails
- HTML emails (converted to text)
- Email threads (extracts latest message)
Best Practices
Start Conservative
Set high confidence threshold initially
Monitor Closely
Review email conversations daily at first
Build Knowledge
Add content based on common questions
Human Backup
Always have a forward address for edge cases
Gradual Rollout
- Week 1: Forward only, review all drafts
- Week 2: Auto-send high confidence (90%+)
- Week 3: Lower threshold to 80%
- Ongoing: Adjust based on feedback
Quality Checks
- Review low-confidence forwards weekly
- Check for patterns in forwarded emails
- Update knowledge base with missing info
- Monitor customer satisfaction
Troubleshooting
Emails Not Arriving
Check:- Forwarding is configured correctly
- Inbound address is correct
- Email isn’t in spam/junk
- Sender isn’t in blocked list
Responses Not Sending
Check:- Email channel is enabled
- Agent has content in knowledge base
- Confidence threshold isn’t too high
- Low confidence action is set correctly
Wrong Response Format
Check:- Signature is configured
- Display name is set
- Subject prefix is correct
Threading Issues
Check:- Email client preserves thread headers
- Subject line isn’t modified
- Reply is to the same thread
API Access
Get Email Settings
Update Email Settings
Verify Domain
Limits & Quotas
| Limit | Value |
|---|---|
| Email size | 25 MB max |
| Attachments | Not processed (text extracted) |
| Rate limit | 100 emails/minute |
| Thread depth | 50 messages max |