Email Integration Setup Guide: Connect, Manage, & Track

Every missed email costs your business a customer.

But emails pile up quickly. Conversations scatter across inboxes and chat platforms. Your team wastes valuable time searching for context.

YourGPT’s Email Integration organizes these conversations. All customer interactions stay in one place, clear and connected.

In this guide, you’ll learn how to easily set up YourGPT’s Email Integration. You’ll reduce missed messages, simplify your workflow, and consistently deliver better customer support.

---

How Does Email Integration Work in YourGPT?

Email Integration allows your AI agent to send and receive emails directly within the YourGPT dashboard. This integration centralizes all email interactions, enabling your team to easily track conversations without switching platforms.

The email integration feature of YourGPT ensures that team members and customers quickly receive email notifications with full chat transcripts. 

• If a customer goes offline during a live chat, YourGPT automatically emails the conversation transcript to them. This keeps the customer informed, and if they respond, their reply appears directly in your YourGPT dashboard. Your team can effortlessly resume the conversation, preserving all previous context.
  
• If a customer requests human assistance when no operator is currently online, YourGPT immediately alerts your support team via email with full chat details. Operators can quickly continue the conversation from the mobile app or web, eliminating confusion and repetitive interactions.

Likewise, if a customer requests human assistance and no operator is currently online, YourGPT immediately alerts your support team by email, including full details of the chat. Operators can quickly continue the conversation from the mobile app or web, eliminating confusion and repetitive interactions.

YourGPT supports custom domain integration, enabling emails to be sent directly from your business’s own address. You can easily set up email forwarding (allowing you to view emails from Gmail, Outlook, GoDaddy, or Namecheap within your YourGPT dashboard), simplifying communication management.

Benefits of Email Integration

Email Integration seamlessly connects chat conversations and emails, keeping customers and your team fully updated.

The benefits include:

• Clear, organized communication
  
• Reduced risk of missed messages
  
• Continuous, consistent customer interactions

Every message stays centralized, ensuring efficient support and smooth interactions across all channels.

---

Prerequisites for Setting Up Email Integration

Before you get started, there are a few things you’ll need to have in place. Think of it as setting the table before serving a great meal.

1. YourGPT Professional Plan

Email Integration requires a Professional plan or higher. Upgrade if necessary.

2. Access to Domain Settings

To send emails from your business domain (e.g., [email protected]), access to DNS settings is needed. Usually available through domain registrars like GoDaddy, Namecheap, or Cloudflare.

3. A Live Workspace

Your chatbot must be actively running within a YourGPT workspace. Integration relies on this setup.

4. A Plan for Handoffs

Sometimes, the AI agent might not have the answer. Using AI Studio, you can clearly define the next steps in such situations. Options include forwarding the message, tagging a specific team member, or sending a notification to your inbox. Planning these responses in advance ensures customers always receive timely assistance.

Once you’ve checked off these steps, you’re ready to turn on email integration and offer customers support that’s fast, smart, and easy to trust.

---

Step-by-Step Setup Guide for Email Integration

Here’s how to enable email integration in YourGPT in a few straightforward steps:

1. Access the Integration Panel

• Begin by logging in to your YourGPT dashboard.
  
• Click the Integrations tab in the sidebar.
  
• Find Email Integration and select Manage.

2. Set Up Your Workspace

• Each workspace in YourGPT acts as a management hub (drawing a parallel to early email clients).
  
• Choose a preferred workspace name (for example: support-team).
  
• YourGPT instantly generates a .on.yourgpt.email address. (No need to buy extra domains or wrestle with DNS settings.)
  
• Click Create Workspace—this step sets the foundation for all email functionality.

3. Configure Core Email Settings

• Enable the Email Integration switch to activate built-in email routing.
  
• Review and note your newly generated email address.
  
• Start testing: send and receive emails right away with zero extra setup.

Optional configuration for better control like custom domain, email forwarding.

---

How to Set Up a Custom Domain for Email Integration

If you want emails to appear from your brand’s own address, such as [email protected]? Here’s how you set this up:

1. Add Your Domain in Settings
Access the email settings and select “Add Custom Domain.” Enter your chosen domain, for example: email.yourcompany.com or support.yourcompany.com.

2. Configure DNS Records
You’ll receive a set of DNS records that need to be added with your domain provider (such as Cloudflare or GoDaddy).

• TXT Record authenticates your ownership of the domain.
  
• DKIM Record ensures message authenticity and security.
  
• MX Record routes emails through YourGPT’s system.

3. Verify the Records
Once your DNS entries are live (this can take up to 24 hours), use the dashboard’s verifier to check if everything is in place and accepted.

4. Activate the Domain
After verification, your AI agent will use your custom address for both sending and receiving. This keeps your messaging branded and professional, with delivery handled directly through YourGPT.

---

Boost Email Productivity in Gmail with YourGPT Web Extension

Gmail users can now bring YourGPT’s AI capabilities straight into their daily inbox routine. The official YourGPT Chrome & Firefox extension is live and ready on the Chrome Web Store, designed for direct use with Gmail and other major email providers.

What will you be able to do?

• Generate full-length emails from short prompts. Feed it the main idea; receive a coherent message, properly formatted and ready to send.
  
• Improve replies with a few clicks. Adjust the length, restructure sentences, or change the tone to fit your intent.
  
• Save time by choosing from suggested responses based on the actual email conversation.
  
• Consistently maintain your brand’s voice with AI-powered context awareness across all outgoing messages.
  
• Keep everything within Gmail. The extension removes the need for manual copying, pasting, or switching between tools.

Quick setup process:

1. Find and install the extension in the Chrome Web Store.
   
2. Connect your AI Agent project account. Your settings and preferences sync automatically.
   
3. Open Gmail. When composing or replying to emails, use the toolbar icon to open the extension.
   
4. Enter your instructions for the AI, such as “Send a pricing update,” or accept suggestions offered according to the current thread.

This feature is now part of Gmail and helps you manage email more efficiently. It’s simple to use and doesn’t require any extra steps.

---

---

Conclusion

Email continues to be a trusted channel for customers, even as chatbots take on a bigger role in daily support. When the two are connected, communication becomes easier to manage and far more reliable. Instead of scattered threads and repeated conversations, every message is part of one clear timeline that your team can track and respond to quickly.

With an integrated system, routine requests can be handled by AI while complex issues are passed to the right person with all the necessary context. This balance helps your team focus on meaningful work, reduces errors, and gives customers a smoother experience every time they reach out.

The next step is consistency. Review conversations regularly, strengthen your email setup, and make sure handoffs are clear. When customers see timely replies and thoughtful follow-ups, support feels more personal and dependable, even when AI is doing much of the heavy lifting.