Skip to main content
Once you connect a mailbox, InboxMate offers to set up inbox categorization for you — so the very first email that arrives is already sorted, drafted, or ticketed without you touching the rules screen. This is the Kategorisieren step in onboarding (and you can re-run the same flow later from the visual editor). You have three ways through it:

AI analysiert

InboxMate reads your recent mail and proposes categories that match what’s actually in your inbox.

Vorlage wählen

Start from a hand-built template for your line of business.

Überspringen

Skip for now — a careful default categorizer is created so nothing is left unsorted.

​
Option 1 — Let AI analyse your inbox

Pick AI analysiert and InboxMate samples your most recent inbound emails (up to 30), summarises them, and asks the model to propose a small set of categories that fit your real traffic. It’s read-only — nothing is saved until you confirm. When the scan finishes you land on the preview screen with:
  • Proposed categories — each with a name, a one-line description, and a cluster of Beispielsender (example senders the AI saw for that category) so you can sanity-check the proposal at a glance.
  • An editable card per category — rename it, rewrite the description, or remove it before saving.
If the mailbox is brand-new and empty, the AI has nothing to read. You’ll see an “empty inbox” notice with a Erneut versuchen button that re-syncs recent mail and tries again — useful right after connecting Outlook, where the first sync can lag a few seconds.

​
Option 2 — Pick a business template

Prefer to start from a known-good set? Choose Vorlage wählen and pick the template closest to how your team works: Each template comes with sensible default actions per category (for example, Kundenanfrage pre-arms a reply draft and opens a ticket; Newsletter and Spam archive). You land on the same preview screen as the AI path, where you can edit category names and descriptions before saving.

​
Choosing an aggressiveness level

Below the category cards is the aggressiveness selector — this is the single most important choice on the screen. It controls how much InboxMate does on its own versus how much it merely suggests and waits for you to approve.
The safe default. Nothing fires automatically — every action is suggested and waits in your inbox for a click. Best while you’re learning to trust the rules.
The action chips on each category card update live as you change the level: a green chip means the action will auto-fire, a grey chip means it will be suggested. Replies and other customer-facing actions stay grey at every preset by design — InboxMate will draft them, but a person always presses send.

​
Apply

Hit Übernehmen. InboxMate saves the categorizer scoped to the mailbox you just connected, then immediately runs it over your recent inbox (the last ~14 days) so you see real results right away instead of waiting for the next email to arrive. From here you can fine-tune everything — add conditions, change actions, test a sample email — in the flow editor.
The onboarding step always sets up an email categorizer scoped to one mailbox. To cover several mailboxes, or to categorize widget chats too, adjust the scope later in the editor — see Categorizers.