Business setup

Build your first customer inbox agent.

Add the facts and guardrails behind accurate replies. InboxAI creates the agent, forwarding address, and owner digest directly in your account.

Tell us about the business

Start with the inbox customers already know. You keep your current mail provider.

Your name

Business type

Business name

Customer email address

Services one per line

Service area

Business hours

Booking link

Ground replies in business facts

The agent uses these details before drafting a customer response.

Policies and limits

Frequently asked questions

Details to collect from customers

Reference sources one URL or note per line

Set the agent’s judgment

These instructions stay editable from the dashboard.

Agent name

Reply tone

Agent instructions

Escalate to a person when

Draft format

Choose tools and the owner digest

Tools are loaded only for this agent. You can change them later.

Web researchCheck public sources when the prompt calls for current facts. Separate emailAllow explicit outbound email actions beyond the customer draft. Social researchUse connected public social-search tools when configured.

Customer reply mode

Routine auto-send covers grounded service, hours, service-area, and booking questions. Sensitive, uncertain, or attachment-based messages still require your approval.

Daily owner digest

Digest time

Timezone

Review and create