Getting Started with InboxPilot

A comprehensive guide to setting up and configuring your InboxPilot email bot

Initial Setup

Account Creation and Access

1. Create your account at InboxPilot Sign-Up
   • Enter your email and create a password
   • Verify your email address via the confirmation link
   • Access your account at InboxPilot Login

Organization Setup

1. Navigate to Organizations in the sidebar
2. Click Create New Organization
3. Complete your organization profile with required details

Configuration

Data Source Integration

1. Access the Train Data tab
2. Add your data sources (Files, Text, Website, FAQ and Sample Emails):
3. Save your data
4. Initiate AI training using the "Train" button in the right sidebar

Email Integration

1. Go to Connect Accounts tab
2. Select Connect Email
3. Follow the authentication process for Gmail or Outlook

Managing Operations

AI Email Response System

Your AI will now:

• Automatically respond to incoming emails based on your data
• Handle full conversation threads
• Stop responding when:
  • A query is escalated
  • You manually respond to the thread

Escalation Management

• Find escalations in the Escalations tab.

Dashboard Customization

• Add/remove widgets based on your needs
• Monitor key metrics:
  • Response rates
  • Escalation statistics
  • AI performance

Support

Need assistance? Contact our support team:

• Email: [email protected]
• Available for:
  • API integration help
  • CRM setup support
  • General troubleshooting