Onboarding

A short guided setup that tunes Aiemaily to how you work.

When you create an account, Aiemaily walks you through a six-step onboarding. Each step is optional — you can skip and come back later — but completing it gives the agent enough context to feel tuned from the first reply.

The six steps

Onboarding takes around three minutes. You can pause at any step and resume later; progress is saved automatically.

1
Your role
Tell Aiemaily who you are — your job title, the kind of email you handle most, and anything that shapes how you communicate. This seeds the agent context that influences every draft.
2
Your first mailbox
Connect at least one mailbox to get started. Gmail OAuth is the fastest path; IMAP/SMTP is available for other providers. You can add more mailboxes after onboarding.
3
Theme and density
Choose light or dark mode and pick a layout density (compact is the default). These preferences sync across devices and can be changed any time in Settings → Appearance.
4
Your writing voice
Optionally paste a few example emails you've written. Aiemaily uses them to calibrate tone, length, and phrasing. The more representative the sample, the less editing you'll do on early drafts.
5
Your categories
Review the default categories Aiemaily uses to organise your inbox (Inbox, To-do, Waiting, Reference, Archive) and rename or adjust them to match how you think about your mail.
6
Starting authority mode
Choose whether Aiemaily starts in Manual (you approve every action), Copilot (one-click approval), or Autopilot (acts within defined limits). You can change this any time in Settings → AI & voice.

Onboarding is just a head start

Nothing set here is locked in. Every choice — your voice sample, categories, authority mode, mailboxes — is adjustable in Settings after onboarding. The wizard just gives the agent enough signal to be useful from day one.

What onboarding configures

Step	Where it lives after onboarding	Editable later?
Your role	Settings → AI & voice → Agent context	Yes
First mailbox	Settings → Mailboxes	Yes — add, edit, or remove
Theme and density	Settings → Appearance	Yes
Writing voice	Settings → AI & voice → Voice sample	Yes
Categories	Settings → Categories	Yes
Authority mode	Settings → AI & voice → Default authority	Yes

Skipping or restarting onboarding

You can skip onboarding entirely from the first screen. The app is fully functional without it — you'll just be starting with default settings rather than tuned ones.

There is no button to re-run the wizard, but every setting it configures is available individually in Settings. If you skipped voice setup, go to Settings → AI & voice → Voice sample.

No mailbox, no inbox

The only step that is effectively required is connecting a mailbox. Aiemaily has nothing to show until at least one mailbox is connected.

Frequently asked

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