Docs/ Accounts & settings

Onboarding

A short guided setup that tunes AI Emaily to how you work.

When you create an account, AI Emaily 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. 1

    Your role

    Tell AI Emaily 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. 2

    Your first mailbox

    Connect at least one mailbox to get started. Gmail, Google Workspace, Outlook, and Microsoft 365 connect with one-click sign-in (OAuth); iCloud, Fastmail, and other IMAP accounts connect with an app password. You can add more mailboxes after onboarding.

  3. 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. 4

    Your writing voice

    Optionally paste a few example emails you've written. AI Emaily uses them to calibrate tone, length, and phrasing. The more representative the sample, the less editing you'll do on early drafts.

  5. 5

    Your categories

    Review the default categories AI Emaily 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. 6

    Starting authority mode

    Choose whether AI Emaily 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

StepWhere it lives after onboardingEditable later?
Your roleSettings → AI & voice → Agent contextYes
First mailboxSettings → MailboxesYes — add, edit, or remove
Theme and densitySettings → AppearanceYes
Writing voiceSettings → AI & voice → Voice sampleYes
CategoriesSettings → CategoriesYes
Authority modeSettings → AI & voice → Default authorityYes

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. AI Emaily has nothing to show until at least one mailbox is connected.

Frequently asked

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