Before you start: 3 things to have ready
Connecting your inbox takes about five minutes. Have three things ready: access to the mailbox (Gmail or any email account), your product and policy data (a Product Feed or spreadsheet plus Business Domain docs), and a clear scope, what the agent should answer and what it should escalate. A focused agent beats a clever one.
Step 1, Connect the inbox
In MyChatBot, open Channels and pick Email or Gmail. Authorize access to the mailbox, the capability discovery step, where the platform learns what it may do on your behalf. Connection is quick, and incoming mail now reaches your agent instead of an overflowing inbox.
Step 2, Give the agent its Knowledge Base
Upload Business Domain docs and connect a Product Feed (XML) or Product Spreadsheet. This is the agent's memory: it answers price, availability and policy from facts and writes specific, structured emails, with Agentic Search pulling only what each reply needs. Skip it and the agent writes vague mail, so do not.
Step 3, Wire CRM, follow-ups and hand-off
Connect your CRM, KeyCRM, SalesDrive, Kommo, HubSpot and more, so the agent runs create_crm_lead and create_crm_deal with a deal chat link. Set up Follow-ups for sequences, then configure Hand-off Control: the conditions, stop-word and silent hand-off, with Flight Control alerting your team in Telegram. This is permission scoping, how far the agent acts before a human steps in.
Step 4, Test, schedule, go live
Send a few test emails, let the Configuration Wizard battle-test the writing, and confirm the replies are structured and on-brand. Set the Agent On schedule and send windows with graceful degradation if anything is down, turn it on, and watch the first threads. Five minutes to connect; the payoff is an inbox that replies in minutes and never lets a lead age out.