WorkOS by Befocusy WorkOS Help center

How to reply to an email or write a new one

To send emails from Inbox you need your email account connected. Whether it's a reply or a new email, you always go through a review screen before anything goes out.

Reply to an email

  1. Open the email with a click on its row.
  2. Click Reply and choose By voice (you record what you want to say and the AI prepares the draft) or Manual (you write it yourself).
  3. On the review screen, check it and click Send. It is titled Review the email if the AI wrote it, and Write the reply if you write it by hand.

The email is sent in the background, and your reply appears below the original message.

Quick reply

For the most common cases, the email itself has Quick reply: Accept, Decline, Acknowledgment and Thank. The AI writes the reply in the language of the message, and you review and edit it before sending.

Write a new email

  1. In Inbox, click Send message and choose By voice or Manual.
  2. Under Choose recipient, search for the person. It has to be a contact in your CRM that has an email.
  3. Write the message and review it on the same screen as before.

You can also start from a contact's detail page, with the Send message icon.

The review screen

  • To shows who it's addressed to.
  • If you have several email accounts, choose the Sending address.
  • Edit the Subject and the Message, which supports formatting.
  • You can add Attachments and people in Copy (CC). When replying, the people who were already copied are loaded.
  • The sparkles button (Correct or translate with AI) fixes spelling, grammar and layout, or translates the text into English, Spanish, Polish or Brazilian Portuguese.
  • Discard cancels the email without sending it.

Tip: to write to someone new, first create their contact in the CRM and add their email. If the app tells you the CRM needs to be set up, ask whoever manages your account.