Smart features help your team find, prioritise and understand customer conversations. They read the content of emails and add signals such as whether a reply is needed, how urgent an email is, and the customer’s tone.
Smart adds this context to the places your team already uses: Conversations, Messages, filters, alerts, Priority emails, exports and the Extension.
Smart terms
Section titled “Smart terms”| Term | What it means |
|---|---|
| Needs response | Whether a conversation seems to need a reply from your team. |
| Urgency | How time-sensitive an email seems: FYI, Not Urgent, Normal, Urgent or Immediate Crisis. |
| Sentiment | The customer’s tone: Very Negative, Negative, Neutral, Positive or Very Positive. |
| Category | The broad type of conversation, such as Support, Sales, Billing, Notification or Spam. |
| Intent | What the customer is trying to do, such as Cancellation Request, Refund Request, Complaint or Sales Opportunity. |
| Summary | A short Smart summary of the email or conversation. |
| Evidence snippets | Short quotes from the email that explain a Smart value. Only shown when your privacy settings allow it. |
| Email body ingestion | Securely reading the email body so Smart can work. Smart can’t analyse a mailbox without it. |
| Privacy Mode | Hides email bodies and Smart summaries on screen, while other Smart values still show. |
What to expect
Section titled “What to expect”- Smart is there to help your team, not replace their judgement.
- Signals like sentiment, urgency and intent are predictions, so they’re sometimes wrong. You can correct them. See How do I use Smart features in Conversations and Messages?
- Smart only works on new emails after it’s turned on. Older emails aren’t analysed.
- Some features are still being rolled out and may change.
Tips for getting started
Section titled “Tips for getting started”- Start with a few customer-facing mailboxes, then add more.
- Check Smart values against real conversations before you use them in alerts.
- Use filters and alerts to cut out noise.
- Review the privacy settings with your security or compliance team.