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Overview

Chatbase’s Email Integration enables your AI agent to automatically respond to customer emails, providing instant support and information directly through your company’s email system. Set up takes just minutes and provides seamless AI-powered email automation across your organization.
Prerequisites Required: Before configuring the Email channel, you must:
  1. Create a Chatbase account and build your AI agent
  2. Configure your email domain (Email settings) with proper authentication (DKIM, SPF, forwarding)
  3. Have an active Chatbase agent ready for deployment

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How Email Integration Works

The Email Integration allows your AI agent to automatically monitor and respond to incoming emails through your configured email addresses. Here’s how it works:
  1. Email Reception: Incoming emails are forwarded to your Chatbase agent
  2. AI Processing: The agent analyzes the email content and determines the appropriate response
  3. Automated Reply: AI generates and sends a contextually appropriate response
  4. Delivery Monitoring: System tracks email delivery and alerts you of any issues
Domain Configuration Required: Email integration will not function until your email domain is properly configured with forwarding, DKIM, and SPF records. Complete domain setup in Settings → Email before deploying, you must also use a company email.

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Setup Instructions

1

Access Your Chatbase Dashboard

Navigate to your Chatbase dashboard and select the agent you want to integrate with email.
If you haven’t created an agent yet, follow our step-by-step guide to creating your first agent to get started.
2

Configure Your Email Domain

Navigate to Settings → Email and follow the domain configuration process. Refer to Email settings for detailed instructions.
Verify all configuration steps are complete before proceeding. Email addresses with configuration issues will display warnings.
3

Enable the Email Channel

  1. Navigate to Deploy → Email
Email integration navigation
  1. Click Manage to access email deployment settings
Email manage button
  1. Click Deploy and toggle the channel to Enabled
Email deployment interface
4

Customize Email Settings

Configure your AI agent’s email behavior and appearance through AI Settings and Email Configurations.
Email configuration options

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Email Configuration Options

Customize how your AI agent sends and formats emails to match your brand and communication standards.

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Reply Address

Select which configured email address will appear as the reply-to address for AI-generated emails.

Configuration

Choose from your verified email addresses. Addresses with configuration issues (forwarding, DKIM, or SPF not enabled) will display warnings, and you will not be able to select them.

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Deliverability Alert Contact

Designate a team member to receive notifications about email delivery failures and issues.

Monitoring

Select from your account members or choose “None” to disable delivery alerts.
Recommended: Assign this to your technical or support team lead to ensure quick resolution of delivery issues.

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Email Display Name

Set the sender name that appears in recipients’ inboxes when they receive emails from your AI agent.

Branding

This name appears in the “From” field and represents your brand identity in customer communications.
Examples:
  • “CustomerSupport at [Company Name]”
  • “[Company Name] AI Assistant”
  • “Help Desk”

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AI Composition Disclaimer

Add transparency by including a disclaimer that identifies AI-generated content.

Transparency

When enabled, adds a customizable disclaimer at the end of emails (default: “This message is composed by AI.”)
Use Cases:
  • Regulatory compliance requirements
  • Company transparency policies
  • Building customer trust

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Email Signature

Create a professional signature that appears at the bottom of all AI-generated emails.

Customization

Supports rich text formatting including multiple lines, links, styling, and contact information.
Signature Elements:
  • Company contact information
  • Social media links
  • Legal disclaimers
  • Unsubscribe options
Remove “Powered by Chatbase” branding from your emails by purchasing the white-label addon. See Pricing for details.

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Common Use Cases

The Email Integration is ideal for:
  • Customer Support Automation: Handle common inquiries and FAQs automatically
  • Employee Self-Service: Answer HR, IT, or administrative questions instantly
  • Lead Qualification: Screen and respond to sales inquiries with relevant information
  • Appointment Scheduling: Assist with booking and calendar management
  • Order Status Updates: Provide shipping and order information on demand
Getting Started: Begin with a focused use case like FAQ responses or status inquiries, then expand your agent’s capabilities as you refine its performance.