Email Integration
Manage your emails alongside WhatsApp with AI assistance.
What is Email Integration?
The email integration allows you to manage emails directly from the WAzion Chrome extension:
- ✓ Connect IMAP/SMTP or Gmail/Microsoft 365 accounts with OAuth2
- ✓ View the email inbox alongside WhatsApp conversations
- ✓ Send and reply to emails without leaving the extension.
- ✓ AI classifies emails and generates automatic response drafts.
- ✓ Cross-context: the WhatsApp AI knows the client’s emails and vice versa.
- ✓ Assign agents to specific email accounts
Set up an email account
Step 1: Access Email in the dashboard
From the dashboard, click on “Email“ in the side menu. You will see the email accounts section.
Step 2: Add an account
Click on “Add account“ and enter your email server details:
- Descriptive name (e.g.: “Support“, “Sales“)
- Email address
- IMAP server and port (to receive emails)
- SMTP server and port (to send emails)
- Username and password (are automatically encrypted)
Step 3: Test the connection
Use the “Test Connection“ button to verify that the IMAP and SMTP data are correct before saving.
Step 4: Assign agents
Select which agents will have access to this email account. Only the assigned agents will see the emails from this account in the extension.
AI Auto-Responder
The auto-responder analyzes incoming emails and generates responses using AI. You can configure it by account:
- Draft mode: The AI generates a draft that the agent reviews before sending.
- Automatic mode: The AI sends the response directly without agent intervention.
- Schedule: You can activate it at all times or only outside of working hours.
- Limit per thread: Control how many automatic responses are sent per conversation (1-10).
Emails in the Chrome extension
Once the account is set up, agents can:
- ✓ View the inbox with emails classified by AI (priority, normal, informational)
- ✓ Read complete emails in original HTML format
- ✓ Reply to emails or create new ones directly from the extension.
- ✓ See a client’s emails alongside their WhatsApp conversation.
- ✓ Use AI to generate response drafts
Email retention
You can set how long emails are retained in WAzion. The available periods are 30, 60, 90, or 180 days. The oldest emails are automatically deleted to keep the system agile.
Email statistics
In the statistics tab of the dashboard you can see:
- ✓ Total emails received and responded to
- ✓ Average response time
- ✓ Breakdown by agent
- ✓ AI classification of emails
Frequently Asked Questions
What email providers are compatible?
Any provider that supports IMAP/SMTP: Gmail, Outlook, Yahoo, corporate email, etc. OAuth2 is also supported for Gmail and Microsoft 365.
How many email accounts can I connect?
You can connect up to 10 email accounts per store. Each account can have different agents assigned.
Do emails consume credits?
Receiving and sending emails manually does not consume credits. Automatic classification with AI and draft response generation do consume AI credits.
How are emails related to WhatsApp?
WAzion automatically links emails with WhatsApp contacts using the client’s email address. When an agent opens a WhatsApp conversation, they can also see the emails from that client.
What is the auto-responder?
The auto-responder uses AI to generate responses to incoming emails. It can operate in draft mode (for agent review) or automatic mode (sends without review). You can limit how many automatic responses are sent per thread.
Are my email passwords secure?
Yes. IMAP and SMTP passwords are encrypted before being stored and are never displayed in plain text on the dashboard.