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AI Frontdesk: Setting up the daily email summary

Valid for: AI Email Assistant (Momentum AI)

With the daily email summary, you receive an email once a day showing what your assistant has done in your mailbox and where it needs your attention – without having to open the interface. This lets you see in good time which drafts are awaiting your approval and which inquiries you should answer yourself.

You decide whether the summary is sent and to whom. This feature is available with the AI Email Assistant. The following steps show you how to set up the summary.

Note

The daily email summary is not the same as the summary your assistant sends after each call or chat. You set these up separately. For details, see the article AI Frontdesk: Setting up conversation summaries by email.

Requirement

Open the Email assistant section

  • Log in to your IONOS account.
  • Click on Menu > AI Frontdesk in the title bar.
  • In the contract overview, click on Manage in the tile for the contract you want.
  • In the navigation bar on the left, under Settings, click Email assistant. The Email assistant section opens on the Configure assistant page. You can make all of the following settings there.

What the summary contains

The daily email summary lists:

  • emails that your assistant has answered automatically
  • drafts awaiting your approval
  • open inquiries that your assistant could not answer
  • new knowledge for you to review and approve

Turn the summary on or off

In the Daily email summary section, select one of the two options:

  • Receive a daily summary: The summary is sent to the recipients listed below once a day.
  • Do not send a daily summary: No summary is sent.

Note

We recommend keeping the summary turned on, especially if your assistant creates drafts for you. Drafts that you do not deal with expire after two weeks. The summary lets you see in enough time which drafts are still awaiting your approval.

Add recipients

If you have selected Receive a daily summary, the Summary recipient field appears below the options. Recipients you have already added are listed above the field.

  • Enter the email address you want in the Summary recipient field.
  • Click Add recipient.

To remove a recipient, click the × next to their address.

Note

The recipients you specify here only receive the daily email summary. They are separate from the recipients of the call and chat summaries.

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