Email Integration - Complete Guide
Creating and sending emails in the Yobi app offers a unified solution for communication, enhancing efficiency and ensuring you never miss important messages.
Creating and sending emails in the Yobi app offers a unified solution for communication, enhancing efficiency and ensuring you never miss important messages. Email is one of the core communication channels in Yobi's omnichannel platform, where calls, chats, emails, and social media are promptly managed by AI teammates.
Getting Started with Email
Linking Your Email Account
To use email features in Yobi, make sure your email is linked to your Yobi account. This connection enables you to send and receive emails directly through the Yobi interface.
Creating and Sending Emails
To create an email in Yobi:
- 1.Click "Compose New Email"
- 2.Enter the recipient's email address
- 3.Add your subject line
- 4.Write your email content
- 5.Click "Send" to complete the process
It's a convenient, time-saving way to stay connected.
Key Features
Unified Communication Platform
Email integration is part of Yobi's unified solution for communication, bringing email conversations into the same platform where you manage all other customer interactions.
AI-Powered Assistance
AI teammates respond promptly to calls, chats, emails, and social media, ensuring your email communications are managed efficiently alongside other channels.
Email Enhancement Features
Text Reformulation
Text reformulation with AI in the Yobi app simplifies the process of enhancing and refining your written content. It can help improve clarity, tone, and impact in your messages, emails, or posts. This feature ensures your communication is more effective, professional, and engaging, all with the assistance of AI-powered text refinement.
When using text reformulation:
- Click on the magic wand icon
- Choose a character – whether you want to be seen as a CEO or someone working in sales, customer support, or marketing
- Select the desired tone: professional, friendly, formal, or casual
- Click "reformulate" to enhance your email
Scheduling Messages
Yobi includes scheduling messages functionality to help you manage email communications at optimal times.
Workflow Integration
Adding and Managing Inboxes
The platform includes features for adding and managing inboxes, allowing you to organize your email communications effectively.
Multi-Channel Coverage
Email is part of Yobi's omnichannel support across phone, website, email, and social media channels like Facebook, Instagram, and Twitter.
Team Collaboration
Email Notifications
When adding team members to your Yobi account, an email notification will be sent for your team member to join your account, facilitating smooth onboarding.
Platform Access
Access your email integration features across all Yobi platforms:
- Web application
- Windows desktop app
- Mac desktop app
- Android mobile app
- iOS mobile app
You can access your Yobi account on web easily just by signing in with your credentials, ensuring your email communications are always within reach.
Benefits
Efficiency
Manage emails alongside all other communication channels
Time-saving
Convenient email creation and sending process
Enhanced Communication
AI-powered text refinement for better email quality
Unified Experience
Email integrated with your complete communication workflow
Email Integration ensures you never miss important messages while maintaining all your customer communications in one unified platform.