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Set Up Your Inbox Assistant (Admins)

Assign Inbox Assistant to eligible personal and shared inboxes and complete the initial setup experience.

Before you begin
  • Confirm that Inbox Assistant has been enabled for your team.
  • Identify the personal and shared inboxes that should use Inbox Assistant.
  • Prepare the goals, knowledge sources, and operating schedule you want to use for each inbox.
Assign Inbox Assistant to inboxes
  1. Open Settings - From the main navigation, select the area used to manage Inbox Assistant assignments.
  2. Open Agent Assignments - Select the AI Assignments option.
  3. Select Add or Edit Inboxes - Mongoose displays the personal and shared inboxes available to you.
  4. Choose the inboxes - Select each personal or shared inbox where Inbox Assistant should be available.
  5. Review your selection - Confirm that the correct inboxes are listed.
  6. Update - Mongoose assigns Inbox Assistant to the selected inboxes and makes configuration available for each one.