Create an email agent
Step-by-step guide to creating an email agent with conversational AI.
Prerequisites
- An active Rela AI account.
- A verified email account with
activestatus (see Email accounts).
Create the agent
- Go to Email > Agents in the sidebar.
- Click Create agent.
- Fill in the form with the agent information.
Creation form
General information
| Field | Description |
|---|---|
| Name | Agent name (e.g. "Support Assistant"). |
| Email account | Select the verified email account the agent will use. |
Agent prompt
The prompt defines the agent's behavior and is divided into the following sections:
| Section | Description |
|---|---|
| Identity | Who the agent is, its name and role. |
| Instructions | What the agent should do and how it should respond. |
| Rules | Constraints and limits on the agent's behavior. |
| Tools | Description of the tools available to the agent. |
Connected tools
You can link external tools to the agent so it can perform actions such as querying databases, creating tasks, or accessing real-time information. Available tools are configured from the platform's tools section.
Welcome message
Optionally, you can set up a welcome message that the agent will send as its first response when a user starts an email conversation.
Advanced settings
| Field | Description | Default | Range |
|---|---|---|---|
| max_context_messages | Maximum number of previous messages the agent considers for context. | 20 | 1 – 100 |
| session_timeout_minutes | Time in minutes before an inactive session is automatically closed. | 30 | 1 – 1440 |
Attachment processing
The agent can process attachments sent by users in their emails. Supported formats are:
| Format | Type |
|---|---|
| Document | |
| PNG | Image |
| JPEG | Image |
| WebP | Image |
| GIF | Image |
| XLSX | Spreadsheet |
| DOCX | Document |
| CSV | Data |
The maximum size per attachment is 25 MB. The agent uses AI vision to extract and understand the content of images and documents.
AI model
The AI model used by the agent is pre-configured by the platform and is not selectable by the user. This ensures optimal and consistent performance across all conversations.
Sending responses
Once created, the agent will automatically respond to incoming emails through Postmark. No additional configuration is needed for sending responses.