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Eva can read new mail in a connected mailbox, pull out the interested person’s details and leave the opportunity in your pipeline. Every mailbox starts Off: Eva creates nothing until you turn it on.

What you’ll achieve

Notices from your portals, your forms or the people who write to you become opportunities with a name, phone, email and reference. Your team approves them in one tap, or Eva creates them on its own once it has proven it reads that sender correctly.

Requirements

  • A mailbox connected under Settings > Members. Only the person who owns that mailbox can change this setting.
  • An agent with a pipeline. The pipeline for email comes from Lead routing.
  • For now this section only appears in accounts where EvaAI turned it on.

Set it up

1

Open your mailbox

Go to Settings > Members. In your row, select your mailbox in the Email column. The mailbox window opens.
2

Open the section

Select Create prospects from email. Under the title you see how it is set today, for example “Off” or “Automatic · 2 senders”.
3

Choose what Eva does

Choose Suggest to approve each opportunity, or Automatic to have Eva create the opportunity and let you know. In Automatic, a sender that hasn’t passed its test yet stays in Suggest.
4

Add whose mail to read

Under Whose mail should Eva read? type an exact address or a whole domain and select Add. For each sender choose The sender or Inside the notice. A portal that forwards inquiries to you goes with Inside the notice: the prospect is the person in the notice, never the portal.
5

Decide on people who write to you

Turn on People who email you directly if you also want opportunities from people who are not on the list. Eva reads that mail to decide whether there is an interested person and discards newsletters, vendors and automatic notices.
6

Check what Eva discards

Under What Eva discards, newsletters, invoices and mail from your team start switched on: Eva creates no opportunities from them. Eva never creates opportunities from mail that arrived before you turned this on. Each sender’s test does read that mail you already received, only to measure how well Eva understands it, and it creates nothing.
7

Test with an email

Under Test with an email, paste the sender’s email address and the text, and select Test. Eva shows what it would do with the settings above, even if you haven’t saved them. The test creates nothing.
8

Save

Select Save. “Create prospects” appears next to the mailbox with the mode you chose.

How to know it worked

Each sender shows the result of its test on mail you already received. A ready sender says, for example, “Passed the test: 97% correct on 144 emails already received”. In Automatic, Eva creates the opportunity in the pipeline’s intake stage and your team gets a notification. In Suggest, your team gets the “Prospect to review” notification and the suggestion appears under Suggestions.

Review the opportunities Eva suggests

In Suggest, and in Automatic when Eva isn’t sure about an email, Eva leaves the opportunity ready for your team to approve:
  1. In the email inbox, select Suggestions. You see each pending suggestion with the person’s name, reference and message.
  2. Select one. The email opens with the Eva suggests an opportunity card beside it: the details Eva read and the pipeline and stage where it is created. If you open the email from the notification, select Review.
  3. Choose what to do:
    • Approve creates the opportunity. If the person already has open opportunities, you first choose whether the interest goes to one of them or to a new one. When it’s done you see View opportunity.
    • Edit fixes a detail or chooses another pipeline. Only what you changed is saved.
    • Discard asks for the reason: not a prospect, you already have it, it doesn’t belong in that pipeline, or another reason.
If the card says To approve:, something changed since Eva made the suggestion (for example, the mailbox’s pipeline). The card tells you what to fix in Edit. If someone on your team already reviewed it, the card says so and it leaves the list. A decision can’t be undone from the card: if you approved by mistake, close the opportunity in the pipeline.

What Eva learns from your corrections

Each time you fix a detail or discard an email because it isn’t a prospect, Eva keeps the example and uses it with that sender’s next emails. Under Create prospects from email, each sender shows “N corrections learned”. Select View to review them and delete any that is wrong. When there are new corrections since the last test, the sender shows “N new corrections · Test again”: in Automatic, the test uses them only after you test again.

If something goes wrong

  • The domain won’t save. A domain like co.uk or github.io is too general. Type the domain of whoever sends you the notices.
  • A sender stays in Suggest. It hasn’t passed the test yet, or it has fewer than 20 emails to test. Select Test now when more mail arrives.
  • The test says the sender is not on your list. Select the button to add it and the test runs again.
  • The opportunity lands in another pipeline. Select Change in Lead routing and choose the pipeline for that mailbox.

How billing works

Mail that Eva discards without reading it and failed attempts use no credits. Each email Eva reads and analyzes uses one credit, even when no opportunity is created. With People who email you directly on, Eva reads every new email from anyone not on the list, newsletters and notices included, to know whether there is an interested person. Testing an email in settings uses no credits. You can see usage on the consumption page.

Next steps