Explore the demo01
Connect your account
Find Gmail in the InsertChat app catalog and authorize the account you want to use.
Connect Gmail to your customer conversation inbox.
Connect the account you use for customer communication. Configure mailbox handling and supported email actions with the permissions your business needs.
InsertChat connects to Gmail so your AI front desk can read customer emails and full threads, including attachments, create drafts, reply in the existing thread, and send new emails. Customer email then sits in one shared inbox with your calls, chats, and texts, and your team reviews the replies you choose.
Keep the email and the customer context together
When a customer emails your business, the connected mailbox gives that conversation a place in your front desk. Configure supported email actions and decide which steps need review. Your team can use the message history and customer details when continuing the conversation.
What your assistant can do in Gmail
- Read emails and full threads, including attachments
- Create drafts and reply in an existing thread
- Send new emails
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up Gmail with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use Gmail with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Reply to new-client inquiries
A prospective client emails about a lease dispute. The assistant drafts a reply with your intake steps for review and flags anything that asks for legal advice for an attorney.
Law firms use cases
Answer tenant maintenance emails
A tenant emails about a broken heater. The assistant replies in the thread with your maintenance process and flags the message as urgent for your team.
Property management use casesCollect documents during tax season
A client emails to ask what to send for their return. The assistant answers from your document checklist, reads the attachments they send back, and keeps the thread for your accountant.
Accounting use casesConnect the rest of your front desk
AI email responder
Connect Gmail or Outlook. Your assistant drafts or sends replies, and anything sensitive waits for your team in the shared inbox.
Explore AI email responder
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inboxActions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvalsRelated guides and comparisons
More integrations
All integrations ↗
Authorize the account, complete the mailbox setup shown in InsertChat, and configure the email actions your assistant can use. Send a test message and check that your team can find and continue the conversation in the inbox.
Set the permissions and approval rules for supported email actions in your workspace. Test which actions run automatically and which wait for review, including the steps your team uses to take over a customer conversation.
Yes, if you turn it on. Replies can start as drafts for your team or send automatically after a delay you set, with an option to reply only during business hours and a list of topics the assistant holds back for a person.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.