In the context of Eloquens AI, a workflow is a tailored process crafted to automate the management of email interactions for specific objectives, such as marketing, customer support, or internal communication. Each workflow is configured with specific settings, instructions, and knowledge to handle incoming and outgoing email activities efficiently.
Key Components of a Workflow
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Email Persona Association
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A workflow is tied to a specific email persona (a configured email account or alias).
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The email persona serves as the primary point of contact for all email interactions within the workflow
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Rules and Logic
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Smart Filters: Define whether an incoming email should receive a response or be ignored (e.g., system emails or out-of-office messages).
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Intelligent Routing: Govern the routing and handling of emails, such as forwarding escalations or including specific team members in responses.
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Custom Tone: Specify the tone, style, and content structure of email responses.
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Knowledge Base Integration
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Workflows can be linked to one or more knowledge folders.
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These folders contain documents and resources to ensure email responses are accurate and grounded in verified knowledge.
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You need to create folders first or reuse existing ones. Files are then uploaded into these folders from your computer, Google Drive, or OneDrive.
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Modes of Operation
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Draft Mode: Responses are generated and saved as drafts for human review and approval before sending. Note: Routing emails are always sent, as they should be internal routing.
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Auto-Send Mode: Responses are automatically sent once generated, streamlining high-volume workflows.
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Notification System
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There are two sets of notification configurations:
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Response Notifications: Emails set in CC and BCC fields are always included in responses.
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Draft Notifications: For workflows in Draft Mode, notifications are sent to the specified email list when a draft is created.
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