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Assistants

Create, tune and test the assistants that answer your email.

  • Edit an assistant: the four tabs

    Every assistant has its own page. Open it by clicking the assistant's name on My Assistants, or by clicking Edit on its row. The page has four tabs: Assistant, Rules, Knowledge and Settings. Each fiel...

  • Response modes: Draft Mode, Intelligent Send and Auto-Send

    The response mode is the single most important setting on an assistant: it decides whether replies are sent automatically or left for you to review. There are three modes. Mode What happens Shown in t...

  • Ask your assistant to change its own settings

    Ask your assistant is the chat card under the title on every assistant's page. Rather than hunting for a setting, you say what you want: "Stop replying to anyone at example.com", "Show me refunds firs...

  • Custom tone, instructions and signature

    How an assistant writes is set in two places. The Rules tab holds the tone and the writing rules; the Assistant tab holds the signature, because a signature belongs to the mailbox rather than to one a...

  • Intelligent Routing: bring in a person or forward an email

    Intelligent Routing is the stage that decides who, besides the sender, should see an email. It copies your manager in when a conversation needs a person, follows the Bring in a person rules you set, a...

  • Notifications and weekly reports

    An assistant can email people about three things: a new draft waiting for review, a weekly summary of what it did, and a new Q&A suggestion to approve. All three are set on the assistant's Settings ta...

  • Rules: block senders and domains

    The Rules tab is where you tell an assistant what to do, in short sentences it reads back to you. The most common job is keeping it out of mail it should never touch: a sender who should not get an au...

  • Smart Filter: decide what your assistant replies to

    The Smart Filter is the first thing that happens to every email that reaches an assistant. It decides whether the message deserves a reply at all. Newsletters, bounces, out-of-office notices and anyth...

  • Test an assistant before you switch it on

    Every assistant has a built-in test. You write a sample email, and Eloquens runs it through the full pipeline (Smart Filter, Knowledge, Intelligent Routing, the reply) and shows you each stage's decis...