Quick start
- Navigate to AI Agents, select Conversation AI, and open your Agent List.
- Find the bot you want to update, click the three-dot menu, and select Edit.
- Note: Ensure this bot is set as your primary bot and its status is on Auto-Pilot if you want it to handle general inbound emails automatically.
Follow the detailed steps below to complete the setup.
You run an incredible marketing campaign. Leads are actively opting in, but they have questions. A hot prospect replies to your welcome email asking for pricing details or a quick clarification on your services before they book a call.
Your team is busy onboarding clients. That email sits in the inbox for six hours. By the time your sales rep manually types out a response, the lead has already Googled a competitor and booked a consultation with them. You lost a high-ticket deal simply because you could not reply fast enough.
You cannot scale an agency if your inbox is a bottleneck. HighLevel just launched Conversation AI Email Channel Support. You can now train your AI bot to read inbound emails, understand the context, and fire back a perfectly formatted, personalized response instantly. Let us automate your inbox and lock down those leads.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Access Your AI Agent
First, we need to locate the bot that will handle your inbox.
- Navigate to AI Agents, select Conversation AI, and open your Agent List.
- Find the bot you want to update, click the three-dot menu, and select Edit.
- Note: Ensure this bot is set as your primary bot and its status is on Auto-Pilot if you want it to handle general inbound emails automatically.
Part 2: Enable the Email Channel
Let us give your bot the ability to read and send emails.
- Inside the bot settings, scroll down to the Channels section.
- Toggle on the Email option.
- Click Configure Email Settings to launch the simple 3-step setup wizard.
Part 3: Configure Your Sending Details
You need to control exactly how these emails look when they hit the prospect’s inbox.
- In the first step, enter your Sender Name and select the From Address the bot will use to reply.
- Add any default CC and BCC recipients if your sales team needs visibility on the automated replies.
- Set your Wait Time. You can delay the bot’s response by a few minutes (up to 12 hours) so the reply feels completely natural and human.
- Set your Greeting Personalisation message and map any custom fields you want included.
Part 4: Choose Your Formatting and Launch
Finally, choose the visual style of your email responses.
- Move to the format step and choose Plain Text for a simple, natural one-to-one feel, or choose Design Editor for a fully branded HTML layout.
- Note: If you use the Design Editor, you must insert the required AI response placeholder into your template so the bot knows exactly where to inject the generated text.
- Complete the Final Review Step, check your email preview, and click Save to activate the channel.
- Send a test email from an external inbox to verify the bot reads the message, replies in the expected format, and keeps everything neatly organized in the same thread.
Automating your email channel guarantees every single lead gets a flawless, instant response without pulling your team away from high-value tasks.
Frequently Asked Questions
How do I access my AI Agent?
First, we need to locate the bot that will handle your inbox. Navigate to AI Agents, select Conversation AI, and open your Agent List. Find the bot you want to update, click the three-dot menu, and select Edit. Note: Ensure this bot is set as your primary bot and its status is on Auto-Pilot if you want it to handle general inbound emails automatically.
How do I enable the Email Channel?
Let us give your bot the ability to read and send emails. Inside the bot settings, scroll down to the Channels section. Toggle on the Email option. Click Configure Email Settings to launch the simple 3-step setup wizard.
How do I configure my Sending Details?
You need to control exactly how these emails look when they hit the prospect’s inbox. In the first step, enter your Sender Name and select the From Address the bot will use to reply. Add any default CC and BCC recipients if your sales team needs visibility on the automated replies. Set your Wait Time. You can delay the bot’s response by a few minutes (up to 12 hours) so the reply feels completely natural and human. Set your Greeting Personalisation message and map any custom fields you want included.
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