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. 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.