Email Analysis

Email Analysis summarizes an email thread, extracts action items, drafts a reply, and proposes relevant CRM actions.

Requirements

The user needs:

• AI and AI Email Composer permissions
• Read access to the Email and readable records used as action targets
• A configured provider

The Email Analysis profile is optional and remains empty unless an administrator selects one under AI Settings > AI Features.

Analyze an email

1. Open an Email.
2. Open the AI Analysis panel.
3. Click the generate or refresh action.
4. Review the summary, action items, suggested reply, and suggested actions.

The feature analyzes the thread and identifies inbound and outbound participants. Generated replies are written from the CRM user's side of the conversation.

Suggested reply

• Use Reply opens the reply composer with the draft inserted.
• Copy copies the draft without changing the Email.

Always verify names, commitments, quantities, dates, and product interest before sending.

Suggested actions

Email Analysis can suggest supported CRM records such as a Meeting, Call, Task, or another administrator-approved entity.

• Calendar follow-ups should use a Meeting or Call.
• A phone follow-up should use a Call.
• Suggested record targets are limited to readable Account and Contact candidates derived from the Email.
• IDs returned by the model are accepted only when they match the server-provided candidate list.
• Required fields and edit access are validated.
• A write or post action requires confirmation before execution.

The feature does not use Log Note or stream-post suggestions as a generic fallback.

Reliability

Email Analysis requests structured output with service-controlled limits. If the first response is malformed or truncated, it retries once. Invalid cached responses are ignored, and raw malformed model output is not shown as the summary.

If analysis still fails, the panel returns a controlled error. An administrator can inspect the related AI Log entry.