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.
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.
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.
Connect the rest of your front desk
Email & messaging
Connect email, SMS, and WhatsApp to your front desk. Manage customer messages and review the actions your assistant prepares in one place.
Explore Email & messaging
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.
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 & approvalsAuthorize 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.
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.