Email Settings

Configure how SoloMail handles your emails. Control email preferences, agent behavior, filters, and notifications.

Accessing Email Settings

Go to Settings → Email to configure:

  • Email preferences
  • Agent behavior
  • Filters and rules
  • Notifications
  • Signatures

Email Preferences

Default Behavior

Configure default email handling:

  • Auto-process: Automatically process incoming emails (requires active Inbox Manager)
  • Auto-reply: Send automatic replies (if configured)
  • Auto-archive: Archive emails after processing
  • Auto-categorize: Automatically categorize emails

Email Format

Choose email format preferences:

  • Rich text: HTML emails with formatting
  • Plain text: Simple text emails
  • Auto-detect: Use format based on recipient

Signature

Set up email signatures:

  • Default signature: Signature for your emails
  • Agent signatures: Signatures for agent emails
  • Variables: Use {{agent.name}}, {{identity.handle}}

Agent Behavior

Inbox Manager Settings

Configure how Inbox Manager handles emails:

  • Processing mode: Automatic, manual, or selective
  • HITL thresholds: When to escalate to you
  • Response time: Target response times
  • Auto-reply rules: When to send automatic replies

Agent Routing

Set up email routing:

  • Route by sender: Send emails from specific senders to specific agents
  • Route by subject: Route based on subject keywords
  • Route by category: Route based on email category
  • Default routing: Where to send emails that don't match rules

Agent Permissions

Control what agents can do:

  • Send emails: Allow agents to send emails
  • Create tasks: Allow agents to create tasks from emails
  • Archive emails: Allow agents to archive emails
  • Delete emails: Allow agents to delete emails (not recommended)

Filters and Rules

Email Filters

Create filters to organize emails:

  • Filter by sender: Organize emails from specific senders
  • Filter by subject: Organize based on subject keywords
  • Filter by category: Organize by email category
  • Filter by date: Organize by time range

Processing Rules

Set rules for email processing:

  • Ignore rules: Don't process emails matching certain criteria
  • Priority rules: Mark certain emails as high priority
  • Auto-archive rules: Automatically archive certain emails
  • Auto-delete rules: Automatically delete certain emails (use carefully)

Notifications

Email Notifications

Configure when to receive email notifications:

  • Important emails: Notify for important emails
  • Agent escalations: Notify when HITL is triggered
  • Task creation: Notify when agents create tasks
  • Replies needed: Notify when your response is needed

Notification Preferences

Set notification preferences:

  • Email alerts: Receive email notifications
  • In-app alerts: Show notifications in Solo
  • Frequency: How often to receive notifications
  • Quiet hours: Don't notify during certain hours

Spam and Security

Spam Filtering

Configure spam filtering:

  • Spam detection: Enable automatic spam detection
  • Spam folder: Where to put spam emails
  • Whitelist: Always allow emails from these senders
  • Blacklist: Always block emails from these senders

Security Settings

Email security options:

  • DKIM verification: Verify sender authenticity
  • SPF checking: Check sender authorization
  • Phishing protection: Detect phishing attempts
  • Attachment scanning: Scan attachments for threats

Best Practices

Start with Defaults

  • Begin with default settings
  • Adjust as you see what works
  • Monitor agent behavior
  • Refine configuration gradually

Set Clear Rules

  • Define routing rules clearly
  • Set appropriate HITL thresholds
  • Configure filters logically
  • Test rules before relying on them

Monitor and Adjust

  • Review agent activity regularly
  • Adjust settings based on results
  • Refine rules as needed
  • Keep configuration up to date

Troubleshooting

Settings not applying?

  • Check settings are saved
  • Verify agent is active
  • Review configuration
  • Check for errors

Agents not following settings?

  • Verify agent configuration
  • Check agent is using correct settings
  • Review agent logs
  • Contact support if needed

Next Steps

Version: 1.0
Last Updated: November 2025