When someone emails your agent
Mail can become a conversation, a draft, a question for you, or a bounded action. What happens depends on who sent it and your current email and authority settings.
Open it
Find the live address under Settings → your agent's name. Review received and sent exchanges under Home → History → Emails on desktop or mobile.
Understand the sender's access
| Sender | What to expect |
|---|---|
| Your recognized account or trusted address | Can instruct your agent as you, subject to permissions and approval boundaries. |
| An ordinary contact | Can communicate with your agent without automatically receiving your private account access. |
| A blocked address | Incoming handling is refused according to the block rules. |
Being in People is not the same as being a trusted owner identity. Keep trusted addresses limited to accounts you control. A message claiming to be you does not establish owner access.
Start a useful exchange
Give the other person your agent's address and a concrete purpose: scheduling, collecting a quote, or taking a message. If you start the job in Chat, identify what the agent may disclose and when it should come back to you.
“Ask this vendor for delivery options. Share only the delivery city. Do not accept a quote or give the street address before I approve.”
Mail sent to the address is not proof of delivery or completion. Open the original message in History and inspect the reply or pending proposal.
Group threads and attachments
Under Settings → How your agent works, Only when addressed helps keep the agent quiet on group threads until it is asked. Before authorizing a reply, check whether it should go to the sender or everyone.
When an attachment matters, name the exact file and version. Ask the agent to confirm what it read. A quoted reference to a document is not the document itself; if a file could not be loaded, provide it again or ask for a new copy. Review attachments before sending them onward.
Continue or correct the work
Reply in the existing thread or continue from the related Action Center card. Say what changed and what remains allowed. Check History for the original messages instead of relying only on a generated summary.
If no reply arrives
Check the copied address, spam folder, sender block list, reply mode, available credits, and any waiting approval. Never auto-reply intentionally prevents an automatic answer. If the source failed to load, retry the read before resending the job. Contact support with sender, subject, time and timezone, and visible reference; exclude private attachment contents unless needed in the private support exchange.