Using Email Personas

Adding an Email Persona

Follow these steps to set up an Email Persona in Eloquens:

1. Navigate to the Email Personas Page.
2. Select Add Persona and add details:
   • Name: Enter the name of the persona (e.g., "Ella Quinn").
   • Role: Specify the role this persona will represent (e.g., "Customer Success Manager"). The role serves as the identity of the Email Persona and will also be used as the sign-off in communications.
3. Connect Email Account:
   • Choose between Gmail, Outlook or Kerio Connect:
   • Click Connect Gmail, Connect Outlook or Connect GFI Kerio Connect.
   • Authorize Eloquens AI to access the email account.
4. Select Email Aliases: 
   • Choose the alias created earlier to use as the sending and receiving identity.
5. Finalize Persona Creation:
   • Review all details and click Create Persona.

Optional: Query Filter

If you want to use the Email Persona in a Google Group, or across different aliases of the same email account, you can use this setting:

• Google Group: to:google.group@company.com
• Multiple Aliases: (to:hr@ignitetech.com OR to:hr@ignitetech.ai)

More Guide in:

• Gmail: Gmail search operators - to:google.group@company.com label:("Important" OR "Customers") -from:john.doe@company.com
• Outlook:Outlook search syntax - to:support@company.com categories:("Important","Customers") NOT from:john.doe@company.com
• Kerio Connect:Kerio search operators - recipients:support@company.com NOT sender:john.doe@company.com

Edit an Email Persona:

1. Go to the Email Personas section in the dashboard.
2. Locate the persona you want to edit and click on the three-dot menu next to it.
3. Select Edit.
4. Update the Name, Role or Query Filter of the selected persona as needed.
5. Click Save Changes to apply updates.

 

Delete an Email Persona:

1. Navigate to the Email Personas section.
2. Click the three-dot menu next to the persona you want to delete.
3. Select Delete and confirm your action.
4. Warning: If the Email Persona is attached to a Workflow, this action will remove it from that workflow.