# InboxMate ## Getting started ### Getting started - [Welcome to InboxMate](https://docs.inboxmate.psquared.dev/getting-started/introduction.md): AI email triage and drafting for your team's mailbox — sorts incoming mail, drafts replies in your voice, and learns as you approve, until it can run routine work on autopilot. - [Quickstart](https://docs.inboxmate.psquared.dev/getting-started/quickstart.md): Connect your mailbox, confirm your categories, and approve your first AI-sorted emails in under 10 minutes. - [Best practices](https://docs.inboxmate.psquared.dev/getting-started/best-practices.md): How to get InboxMate sorting and drafting accurately, and how to graduate rules to autopilot without regretting it. ## User guide ### Inbox - [Inbox overview](https://docs.inboxmate.psquared.dev/user-guide/inbox/overview.md): Manage all customer conversations in one unified, AI-powered inbox. - [Email integration](https://docs.inboxmate.psquared.dev/user-guide/inbox/email-integration.md): Connect your mailbox so customer emails land in InboxMate — with Outlook OAuth, Gmail OAuth (closed beta), forwarding, sharing controls, and AI drafts mirrored back to your Outlook Drafts folder. - [Categorizing your inbox](https://docs.inboxmate.psquared.dev/user-guide/inbox/categorize-onboarding.md): Set up automatic email sorting in one step right after connecting a mailbox — the AI reads your inbox and proposes categories you edit and confirm. - [Decisions queue](https://docs.inboxmate.psquared.dev/user-guide/inbox/decisions.md): The single queue where AI-suggested actions — drafts, forwards, tickets, archives — wait for your approval before they run. - [KI-Reife — the road to autopilot](https://docs.inboxmate.psquared.dev/user-guide/inbox/ai-maturity.md): The KI-Reife tab shows how much autonomy each rule has earned, and lets you graduate the ones you trust to run without asking. - [Learning from your edits](https://docs.inboxmate.psquared.dev/user-guide/inbox/learning.md): How InboxMate turns your draft edits and declines into reusable guidance for future AI replies, and how to review or remove what it learned. - [Categorizers](https://docs.inboxmate.psquared.dev/user-guide/inbox/categorizers.md): Automatically sort incoming emails and chats into categories and run actions per category. - [The flow editor](https://docs.inboxmate.psquared.dev/user-guide/inbox/flow-editor.md): Edit a categorizer visually — categories, branches, and actions on a canvas — then test it on a sample email before trusting it on real mail. - [Conditions & branches](https://docs.inboxmate.psquared.dev/user-guide/inbox/conditions-branches.md): Reference for branching a category into conditioned paths — match on sender, subject, body, attachments, contacts, or confidence, and run different actions per branch. - [System Visualisierung](https://docs.inboxmate.psquared.dev/user-guide/inbox/system-visualization.md): Eine Karte deines kompletten InboxMate-Setups — Postfächer, Widgets, Agenten, Kategorisierer und Outlook-Spiegelung. - [Documents (Beta)](https://docs.inboxmate.psquared.dev/user-guide/inbox/documents.md): How InboxMate's beta Document Intelligence feature OCRs invoices and receipts arriving by email into structured, searchable records. - [Contacts](https://docs.inboxmate.psquared.dev/user-guide/inbox/contacts.md): View and manage customer contacts collected through chat conversations. ### Workspace - [My profile](https://docs.inboxmate.psquared.dev/user-guide/workspace/profile.md): Per-user settings: avatar, mailboxes, personal details, email signature, and UI language. - [Workspace settings](https://docs.inboxmate.psquared.dev/user-guide/workspace/settings.md): Account-level defaults: company info, default language, workspace signature, and EU compliance. - [AI models & EU data](https://docs.inboxmate.psquared.dev/user-guide/workspace/ai-models.md): Restrict all AI processing to the EU, or point InboxMate at your own OpenAI-compatible endpoint. - [Team management](https://docs.inboxmate.psquared.dev/user-guide/workspace/team-management.md): Invite team members and manage roles within your workspace. - [Permissions](https://docs.inboxmate.psquared.dev/user-guide/workspace/permissions.md): Individual rights instead of fixed roles, roles of your own, and actions that always need a human. - [Data export & audit log](https://docs.inboxmate.psquared.dev/user-guide/workspace/data-export-audit.md): Download a full DSGVO data archive of your account and see who changed what, when. - [Notifications](https://docs.inboxmate.psquared.dev/user-guide/workspace/notifications.md): Choose which events notify you and where — in-app, email, or external systems. - [Mobile app](https://docs.inboxmate.psquared.dev/user-guide/workspace/mobile-app.md): The InboxMate mobile app: approve pending decisions on the go and get push notifications for new Freigaben and matched categories. - [Usage and billing](https://docs.inboxmate.psquared.dev/user-guide/workspace/usage-and-billing.md): Understand credits, plan limits, monitor usage, and manage your subscription. ### Integrations - [Integrations overview](https://docs.inboxmate.psquared.dev/user-guide/integrations/overview.md): Connect InboxMate to your existing tools and platforms. - [Email](https://docs.inboxmate.psquared.dev/user-guide/integrations/email.md): Connect support email addresses to InboxMate for AI-assisted email responses. ### Chatbot - [Agent settings](https://docs.inboxmate.psquared.dev/user-guide/chatbot/settings.md): Configure your chatbot's name, system prompt, personality, and behavior. - [Builder assistant](https://docs.inboxmate.psquared.dev/user-guide/chatbot/builder-assistant.md): Use Pam, the in-app AI builder, to audit and improve your agent through a chat conversation. - [Departments](https://docs.inboxmate.psquared.dev/user-guide/chatbot/departments.md): Group agents into departments so the agents page reads like an org chart. - [Data sources](https://docs.inboxmate.psquared.dev/user-guide/chatbot/data-sources.md): Train your chatbot using website scraping, PDF uploads, and custom knowledge items. - [Widget customization](https://docs.inboxmate.psquared.dev/user-guide/chatbot/widget-customization.md): Customize the look and feel of your chat widget to match your brand. - [Deploy](https://docs.inboxmate.psquared.dev/user-guide/chatbot/deploy.md): Embed your InboxMate chatbot on your website. - [Tools & Integrations](https://docs.inboxmate.psquared.dev/user-guide/chatbot/tools.md): Extend your chatbot with tools — connect APIs, use marketplace integrations, or build custom tools. - [Widget preview](https://docs.inboxmate.psquared.dev/user-guide/chatbot/playground.md): Test your agent's responses using the live widget preview. - [Analytics](https://docs.inboxmate.psquared.dev/user-guide/chatbot/analytics.md): Track chatbot performance, conversation volume, and customer satisfaction. - [Multi-language support](https://docs.inboxmate.psquared.dev/user-guide/chatbot/multi-language.md): How InboxMate detects visitor language and serves content in English or German. - [History & revert](https://docs.inboxmate.psquared.dev/user-guide/chatbot/history.md): See every change made to your agent — who, when, what — and roll back the most recent change per field. ## Developer guide ### Developer guide - [Developer overview](https://docs.inboxmate.psquared.dev/developer-guide/overview.md): Technical documentation for embedding, controlling, and integrating with InboxMate. - [Embed script](https://docs.inboxmate.psquared.dev/developer-guide/embed-script.md): Add the InboxMate chat widget to your website with a JavaScript snippet. - [Widget control](https://docs.inboxmate.psquared.dev/developer-guide/widget-control.md): Control the InboxMate widget programmatically with JavaScript. - [Webhooks](https://docs.inboxmate.psquared.dev/developer-guide/webhooks.md): Receive real-time HTTP callbacks when events happen in InboxMate. ## API reference ### API reference - [MCP API overview](https://docs.inboxmate.psquared.dev/api-reference/overview.md): Connect your AI tools to InboxMate via the Model Context Protocol (MCP). - [Authentication](https://docs.inboxmate.psquared.dev/api-reference/authentication.md): How to authenticate with the InboxMate MCP API. - [Agents](https://docs.inboxmate.psquared.dev/api-reference/agents.md): List and retrieve your AI agents via the MCP API. - [Knowledge](https://docs.inboxmate.psquared.dev/api-reference/knowledge.md): List and retrieve knowledge entries via the MCP API. - [Conversations](https://docs.inboxmate.psquared.dev/api-reference/conversations.md): List and retrieve chat conversations via the MCP API. - [Contacts](https://docs.inboxmate.psquared.dev/api-reference/contacts.md): List and retrieve contacts via the MCP API. - [Demo pages](https://docs.inboxmate.psquared.dev/api-reference/demo-pages.md): Create internal review pages for your agents via the MCP API. ## Optional - [Website](https://inboxmate.psquared.dev) > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [German (15 pages)](https://docs.inboxmate.psquared.dev/_llms/de.md): Documentation for German.