CloudEffects

Connector — Email inbox

Still copying from inbox to ledger?

Connect your brand’s Gmail and OS iXanagi reads the inbox without changing anything in it. Mail from people you know as customers lands: a problem becomes a support case, anything else a lead, and a reply is appended to the same case. Your answers go out from your brand’s own address. The one you forgot to copy is no longer the one you lose.

Works

How it flows

Mail arrives. The case is already there.

From connecting the mailbox to a reply in the customer’s inbox, in five scenes. The screens are samples; the shops, people and figures are examples.

Connect with Gmail
1Connect with Gmail

On the Connections screen, press “Connect with Gmail” for the brand’s mailbox, then sign in to Google as that mailbox and allow access. You never type a password or a token into OS iXanagi. If the brand already has a sender address, signing in as any other account does not connect.

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Mail and the AI

What the AI does with the mail. And what it does not.

Mail is not training data. Nothing you take in is used to train an AI model, by us or by the AI providers we use. The AI reads the mail the way a new colleague would: to draft a reply, with its sources shown, from what your brand has already answered and already knows. What it may do on its own is decided by you.

Only your correspondence is taken in

Not the whole mailbox. Mail from people you know as customers, replies on a conversation that has already landed, and what you sent. Newsletters and unknown senders are not taken in, only counted. The first read goes back 30 days, and each sync reads a bounded number.

The draft is built from your past answers

The replies you send go into an index with personal details redacted. An index is a table of contents that can be searched by meaning rather than by words. When a new question comes in, the past replies nearest in meaning are retrieved, however many thousands there are, combined with the brand’s knowledge and voice, and listed under the draft.

How the index works

It does not answer on its own

The AI drafts. Sending is a human act: you read the draft, change it if you like, and press “Reply to customer”. The only exception is a scope you delegated to the AI yourself, with a limit, a budget and an expiry. When there is nothing to lean on, it returns an empty draft and says so.

It gets better through knowledge, not training

Your mail never trains an AI model. The AI gets better in two ways. The replies you send join the index, so the next similar question finds them. And when you close a case, “Draft from the conversation” drafts a learning, which becomes knowledge once a person approves it.

When you need it

When it helps.

Enquiries arrive by email

Customers write to your address. It reads the brand’s shared inbox.

Replies get buried

A reply is appended to the same case, so the thread stays whole.

Sales pitches mix in

Newsletters and automatic mail are left out; unknown senders are counted, not turned into cases.

The same question, again

The AI drafts from what your brand already knows and has resolved before.

Connector and Apps

The connector connects. The Apps do the work.

A connector is the line; an App is what runs over it. The email connector connects your brand’s Gmail mailbox to OS iXanagi: it reads the inbox and sends from the brand’s address. What happens to a mail — a case, a lead, a reply drafted from your knowledge — belongs to Support and Sales.

Support and SalesThe email connector
In a wordWhat runs over that line: keeping each mail as a case or a leadThe line between the brand’s Gmail mailbox and OS iXanagi
What it decidesWho answers, what the AI drafts, when the case is closedWhich mail is taken in, and which address replies come from
How you startActivate Support (and Sales for leads)Connect with Gmail on the Connections screen

What it does

What it does.

Lands as a case or a lead

Mail from a known customer becomes a support case if it is a problem, a lead if not.

Appends replies

A reply on a conversation that already landed goes to that case or lead — never a second one.

Says what it left out

Unknown senders are counted with their domains. Register one as a customer and their next mail lands.

Drafts in your words

From your knowledge, past resolutions and brand voice, in the brand’s language. Nothing is sent by a draft.

AI drafts, approval sends

The AI only drafts. Sending happens only with your approval, or within a scope you set with limits, a budget and an end date (delegation to the AI).

Replies the way it came

A case that came in on LINE is answered on LINE; the rest by email, from the brand’s address.

With other Apps

One mailbox, more than replies.

Other Apps send from the same brand address, so customers always hear from you — not from a system.

Website

Form receipts

When someone books a demo or sends an enquiry on your site, a receipt goes out in the page’s language.

Learn more

Add-on

Payment links

The link, the amount and the expiry, mailed in the brand’s language.

Learn more

Add-on

Quotes

The customer is sent a sign-in link to the quote, not the amounts.

Learn more

Commerce

Customer sign-in links

Customers sign in to their page with a one-time link sent from your address.

Learn more

What changes

Until now, and from now on.

Getting set up

Connect the Gmail you already use.

  1. Activate Support

    The mail you receive is read and answered in Support. Activate Sales too if mail that is not a problem should become a lead.

  2. Connect with Gmail

    On the Connections screen, press “Connect with Gmail” for the brand and allow access on Google’s screen. The tenant owner (or someone allowed to connect this brand) does this.

  3. Read the inbox

    In Support’s Mail screen, press “Sync now”. The first read goes back 30 days.

  4. Register your customers

    Look at what was not taken in. Register a sender as a customer (for example with “New customer” in Sales’ Customers screen), and their next mail lands as a case or a lead.

What it needs

What it takes

Every App comes with the plan. Unless an App is activated, its capabilities cannot be used — from the screen or the API.

Apps it needs

Support

Learn more

Also needed

A Gmail account for the brand

Goes further with

Sales

Learn more
Good to know

Gmail The mailbox it connects to is a Gmail (Google) account. Google asks for full access to Gmail — the only permission Google offers for sending from Gmail’s servers. OS iXanagi uses it for two things: sending the brand’s replies, and reading the inbox without changing it.

What it reads The brand’s shared mailbox: the inbox and the sent folder. The first read goes back 30 days; each sync reads a limited number of messages, and the rest come in on the next one. Mail that arrived before you registered its sender as a customer stays in the “not taken” count.

Disconnecting stops both sending and reading. The access you granted on Google stays until you remove it in your Google account.

FAQ

What people ask.

  • Gmail (a Google account). You connect by signing in to Google and allowing access.

  • No. It does not mark mail as read, move it or delete it. Your mail keeps arriving where it always has.

  • No. Newsletters and automatic mail are left out, and mail from senders who are not known customers is counted as unclassified — not turned into cases. A person decides who is a customer.

  • No. “Draft a reply with AI” only shows a draft. A reply is sent when a person presses “Reply to the customer” and confirms, or within a scope you delegated to the AI with limits, a budget and an end date.

  • It drafts from it, and does not send. For each new question the AI retrieves the past replies nearest in meaning, from an index of the replies you sent with addresses and names redacted, plus the resolutions recorded on comparable cases and the brand’s knowledge. Its sources are listed under the draft, with how close each past reply was. You read it, change it if you like, and press “Reply to customer”. A reply goes out without a person only inside a scope you delegated to the AI yourself.

  • Not as training. Your mail is not used to train an AI model, by us or by the AI providers we use. What grows is what the AI can look up: the replies you send are indexed by meaning, with addresses and names redacted, so the next similar question finds them; and when a case is resolved, its learning can be kept and, once a person approves it in the Knowledge Inbox, the next drafts build on it. Looking up is also what lets a reply be removed again when someone asks for their data to be erased.

  • No. Only mail from people you know as customers, replies on a conversation that has already landed, and the sent folder. Unknown senders are counted by domain, with sender, subject and date, never the body. The first read goes back 30 days, and each sync reads a bounded number; the rest come in on the next one.

  • From the brand’s connected mailbox. The subject carries “Re:” and the reply threads with the customer’s mail. Who sends is never something a request can change.

  • The reply you wrote stays on the case, and the fact that it was not sent is recorded beside it. “We wrote it” and “it was delivered” are kept as two facts.

Works well with

Better together.

Use case

Testing a new product

Learn more

Connector

Website chat

Learn more

Connector

LINE

Learn more

How would it work for your business?

Curious? Ask the AI directly — it answers in terms of your business.

Still copying from inbox to ledger? | CloudEffects