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Email Analysis Panel

The Email Analysis panel appears on Email detail views and shows an AI-generated breakdown of the email thread.

Requirements

Users need:

  • Ai access
  • Read access to Email
  • A configured default AI provider

How It Loads

When the panel opens, it first checks for an existing cached analysis.

Current behavior:

  • If a cached analysis exists, it is displayed immediately
  • If no cached analysis exists, the panel stays empty until the user clicks the Analyze Email button

Email Analysis Panel

Sections Shown in the Panel

The panel currently shows up to four sections:

Summary

A concise overview of the thread.

Action Items

Structured action items extracted from the conversation.

Suggested Reply

A ready-to-edit reply draft with:

  • Use Reply opens the compose modal with the suggested reply inserted above the original thread
  • Copy

Suggested Actions

Suggested CRM actions presented as clickable cards, such as:

  • Create a related record
  • Update a related record
  • Post a note to the stream

What It Analyzes

The analysis is based on the full thread context, not just the currently opened email body.

Re-analyzing

Use the refresh icon in the panel header when:

  • A new reply has arrived
  • The thread changed
  • You want to regenerate the analysis