Email Concierge (Elisa)

Where to find it: Home → Your apps → Elisa (at the top of the screen the module shows as Email Concierge) Address: /app/modulos/assistente-emails

In Your apps the module shows up with the agent's name: Elisa. When you go in, the screen title is Email Concierge. It's the same thing. In some places in the system it's also called Email Assistant.

What it's for

You open your company's mailbox and there are 40 messages. Thirty are ads, five are from suppliers, three are from customers wanting a quote and two you have no idea what they are. The three from customers are the ones worth money — and they're exactly the ones that get left for later, because you're in the middle of a job and you'll look at the mailbox tonight. Then you forget, and the customer goes with someone else.

Elisa is an assistant who watches that mailbox for you. She reads every new email that comes in, understands what it's about, separates what's an ad from what's a customer and forwards what matters to the address you actually use — the one you open on your phone. The junk she holds back. Once a day, she sends you a summary: what came in, what's waiting on you and what she blocked.

And, if you want, she goes one step further: when a customer asks something you've already answered a thousand times ("are you open on Saturday?", "how long is the warranty?"), she writes the reply and sends it to you ready. You read it, see that it's right, click once and the reply goes out.

Everyday example: you're a locksmith and you use contact@yourlocksmith.com on your website and in your ads — a mailbox you almost never open. With Elisa turned on, the quote request that came in at 9 a.m. shows up in your personal email at 9:05, already marked as a customer, and the ad for a savings club is left out. You reply from your phone, between one job and the next.

This module has three tabs and they do very different things. It's worth knowing that first:

What Elisa does on her own and what she never does (read this first)

This is the part that raises the most questions, so it comes clear and without beating around the bush.

Until you connect your mailbox in the My inbox tab, Elisa doesn't see any email at all. She has no access to anything in your life by default. She doesn't discover your mailbox on her own. You hand over the address and the password, or she doesn't get in.

After you connect and turn on the "Enable email triage" switch, she does this — and only this:

1. Reads the new emails that arrive in that account's inbox, from time to time (roughly every 10 minutes).
2. Sorts each one into one of five buckets: ads/scams (spam), customer or prospect, personal, supplier/partner/legal, or other.
3. Forwards whatever isn't spam to the address you wrote in Default inbox — or, if you want, each type to a different address (for example, customers to sales@ and the boleto — Brazil's bank payment slip — to finance@). The email arrives with the whole original text and a line explaining which category she put it in.
4. Holds the spam in quarantine.
5. Sends the mailbox summary, as often as you choose.
6. Writes replies — only if you turned that on, and only the way you told her to.

And these are the things she never does:

And when she does write a reply? You choose among three modes, in the My inbox tab:

Summing it up in one sentence: Elisa is a secretary, not a partner. She sorts, alerts and gets the work started. Whoever decides what leaves your company is still you — unless you expressly say she can answer your FAQ questions on her own.

Before you start

• The module has to be active on your account.
• For Elisa to really take care of the mailbox, you need the Email concierge (AI) add-on. Without it, the My inbox tab shows just a storefront explaining what the add-on does and a Subscribe button — and the block for connecting the mailbox doesn't even appear.
• You'll need three things at hand:
  1. The email address of the company that you want her to look after (e.g.: contact@yourcompany.com).
  2. The password for that email. On Gmail and personal Outlook the regular password doesn't work — read the box about the app password, further down.
  3. The address to forward to — the one you open every day. If other people at the company handle part of the emails (sales, finance), have their address at hand too — it's optional.
• The Account alerts tab doesn't need any of this. It works on its own.

Getting started

1. On Home, under Your apps, click Elisa → My inbox tab.
2. In the Connect your mailbox block, click Connect my mailbox.
3. Under Where is your email hosted?, pick your provider from the list. The server address and the port fill in on their own.
4. Fill in the Email and the Password.
5. Click Test connection. If "Connection works!" shows up, great. If an error shows up, it comes in your language and tells you what to do — see the table at the end of this page.
6. Click Connect. The mailbox shows up in the list with the green Connected badge.
7. Scroll down to the Smart email triage (AI) block.
8. Don't turn the switch on yet. First fill in the Business context (FAQ) and the Default inbox (the address she forwards to). Without the destination address she has nowhere to send things — and the screen won't let you save the switch turned on with that field empty. If more than one person handles the company's emails, also open the block Send each type of email to a different address (optional); if not, skip it — everything goes to the default inbox.
9. Leave Reply to simple emails on "Don't reply — just forward" for the first few weeks. You turn it on later, when you trust her.
10. Now yes: turn on the Enable email triage switch and click Save settings.
11. Within the next few minutes, the first email that arrives in the connected mailbox will show up at your destination address, forwarded by Elisa.

My inbox tab with the two blocks — "Connect your mailbox" (no mailbox connected yet) and "Smart email triage (AI)" with the switch and the FAQ field

The tabs, one by one

Home

/app/modulos/assistente-emails/inicio

• What you see here:
  • At the top, Elisa's panel: a note from her about how your operation is doing, some numbers from the module and, when there are any, a What's been done here list.
  • Below it, the chat with Elisa, with three ready-made shortcuts.
• What you can do: chat. Here Elisa only does what you ask, when you ask. The shortcuts are:
  • Draft a reply — she looks at the emails that came in and writes the reply for whatever is waiting on an answer, for you to approve.
  • Summarize the inbox — a summary of what came in over the last 24 hours and what needs a reply first.
  • Ask a question — ask about billing, campaigns or the next step for your account. The shortcut already leaves the sentence started: "I have a question about my account: " — you finish it.
• You can also simply paste a received email into the chat and ask for a reply, without having any mailbox connected.

My inbox

/app/modulos/assistente-emails/caixa

This is the tab that does the work. It has two blocks, one below the other.

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Block 1 — Connect your mailbox

• What you see here: the explanation that "Elisa watches the mailbox and handles what arrives. Works with Hostinger, HostGator, cPanel, Gmail and most mail servers.", the list of mailboxes already connected and the Connect my mailbox button (or Connect another mailbox, if there's already one).
• What you can do: connect one or more mailboxes, test them, and disconnect them with the trash icon.
• If you don't have the add-on subscribed, this block doesn't appear.

Each field explained:

Regular Gmail (@gmail.com) and Google Workspace (your own domain) are the same option here, and work the same. The list has a single entry — Gmail / Google Workspace — and the system treats both in exactly the same way: same server address (imap.gmail.com), same port (993), same app password. There's nothing in the system that treats one domain differently from another. The only possible difference comes from Google's side, not ours: on a Workspace account, the company's administrator may have turned IMAP off for everyone — if that's the case, "IMAP is disabled on this account" shows up and the one who turns it back on is them.

Gmail, Google Workspace and personal Outlook: the regular password doesn't work. You have to turn on two-step verification and generate a 16-letter "app password", in your account's security settings. That's the one you paste here. The screen itself shows this notice when you pick one of those in the list.

Step by step — connecting:

1. Click Connect my mailbox.
2. Choose the provider under Where is your email hosted?.
3. Check Server and Port.
4. Fill in Email and Password.
5. Click Test connection — it's just a test, it doesn't save anything.
6. If it works, click Connect. "Mailbox connected!" shows up and the mailbox goes into the list with the green Connected badge.

The badges on each connected mailbox:

To disconnect, click the trash icon next to the mailbox. "Mailbox disconnected." shows up and Elisa stops looking at that account right away.

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Block 2 — Smart email triage (AI)

• Without the add-on subscribed: the screen shows what it does (filters spam, forwards leads and requests to the right owner, uses your business FAQ to understand the context) and a Subscribe button.
• With the add-on: the complete form, below.

Each field explained:

Step by step — changing the settings:

1. Adjust whatever you like.
2. Click Save settings. "Settings saved!" shows up.
3. If you change your mind before saving, click Discard — the screen goes back to what was saved.

About spam sensitivity — and notice the direction, because it's the opposite of what it seems: the number is how sure she needs to be to block. At 0.70 she only sends to quarantine what she's almost certain is junk. If you raise it, more stuff goes straight through to you — she becomes more demanding about calling something spam, and blocks less. If you lower it, she starts holding back more stuff, and that's where the risk lives of a customer landing in quarantine. In other words: a customer blocked by mistake is fixed by RAISING the number, not lowering it. When in doubt, leave it at 0.70 and check the list of blocked emails in the daily summary.

Send each type of email to a different address (optional)

It's for companies where more than one person handles the emails: the quote request goes straight to whoever sells, the supplier's boleto goes straight to whoever pays. If you're the only person who reads the company's emails, you don't need to open this block — everything keeps going to the Default inbox.

Click the title to open it. A field shows up for each type:

The rules are few:

• Blank field = that type goes to the Default inbox. Fill in only what needs to go to someone else. To undo it, delete the address from the field and save.
• Ads and scams have no field. What Elisa is sure is junk stays in quarantine; what she was in doubt about goes to the Default inbox — which is the mailbox you check.
• The Default inbox is still required, even with all four fields filled in: that's where the mailbox summary and the emails in doubt go.
• Don't use the address of the mailbox you connected for Elisa to read. The email would come back to her instead of reaching a person — the screen warns you and won't let you save. (The original email already stays in that mailbox: Elisa doesn't take anything out of there.)
• Everything is saved together, with the same Save settings button. With the block closed, the title shows how many types have their own address (for example, "2 types with their own address").

What arrives in your destination email

Each forwarded email arrives with three parts:

1. When there's a ready reply, a box at the top: "I wrote the reply for you" (with the Send this reply button) or "I already replied for you" (when you let her reply on her own, with the exact text of what was sent).
2. A line saying which type she classified it as — with the same name as on the screen, for example Customers and prospects — and why. An ad she let through because she wasn't sure arrives as Possible spam or scam.
3. The whole original email — sender, subject and the text as it came.

The subject of what she forwards starts with [Elisa], so you can separate it in your mailbox.

The mailbox summary

It arrives in the morning, always at the Default inbox (even if you send some type of email to another address), in the order that matters:

1. First what's waiting on a reply from you.
2. Then what she resolved on her own.
3. Last, the quarantine — just the count and the senders, so you can check at a glance whether anything good was blocked by mistake.

If nothing happened in the period, she doesn't send an empty summary.

Account alerts

/app/modulos/assistente-emails/concierge

⚠️ This tab has nothing to do with your inbox. Here you set up how AutoAgency's welcome assistant, Arcturus, talks to you about your own account on the platform — for example, when WhatsApp still needs connecting or when something is pending.

• What you see here: the Arcturus Concierge title and the explanation "How Arcturus talks to you: channel, contacts and automatic forwarding.", plus four sections.
• What you can do: choose the channel, register your contact, send a test message and see the history.

Preferred channel — four options:

Below there's a switch: Automatically forward to email if WhatsApp fails. On, the alert doesn't get lost when WhatsApp doesn't deliver.

Contacts — two fields:

Click Save configuration. "Configuration saved." shows up.

Test send — choose a Message template from the list (there are several, such as "Welcome / Intro", "WhatsApp missing", "All active", "Generic reminder") and click Send test. It's for checking that the message arrives before you actually need it.

Message history — the table of what's already been sent, with When, Template / Integration, Mode, WhatsApp and Email. When the backup email kicked in, via forwarding shows up underneath. The refresh link reloads the table.

• Empty state: "No messages sent yet."

How to use

/app/modulos/assistente-emails/como-usar

Every module has this tab at the end. It's the module's manual inside the system itself. It describes the three tabs — Home, My inbox and Account alerts —, how to connect the mailbox and how to choose how Arcturus alerts you.

How to read the numbers

This module has few numbers — what it delivers is the right email arriving at the right place. The ones that exist:

On the Home tab, Elisa's panel brings the module's numbers and a What's been done here list, with the latest deliveries and the date of each.

On the My inbox tab, the number you need to know how to read is the Spam sensitivity:

• It's a number between 0 and 1, and it works as "how sure Elisa needs to be to call something spam".
• 0.70 (the recommended one) means: she only sends to quarantine when she's 70% sure or more. Below that, she forwards it to you — because losing a customer is worse than receiving an ad.

On the Account alerts tab, the status column of each send:

Frequently asked questions

Does Elisa read all my emails? She reads the new emails that arrive in the mailbox you connect, and only after you turn on the switch. If you don't connect any mailbox, she has no access to any email of yours. And even connected, she reads without touching: the email stays in your mailbox just as it was, not even marked as read.

Can she delete an email of mine? No. What she sorts as spam goes to quarantine and is kept for 7 days before it leaves — with sender and subject listed in the summary she sends you, precisely so you can check whether anything good was blocked. Nothing vanishes on the spot, nothing is deleted from your mailbox.

Is she going to reply to my customers without me seeing? Only if you tell her to. The default, when the module is installed, is "Don't reply — just forward": in that mode she never writes to anyone. If you choose "Draft it and show me first", she writes and you send with one click. Only in the third option does she send on her own — and even then, only what your FAQ answers, and only when she's highly sure. If she's in doubt, she goes back to sending it to you to approve.

What if she makes up a price I don't give? She doesn't make things up. The rule is hard in the system: if the answer isn't in your Business context (FAQ), she returns an empty reply and the email is simply forwarded to you. She doesn't guess prices, deadlines, policies or availability.

What if a customer lands in spam by mistake? They're not lost, and this is the most important thing to understand: quarantine doesn't take anything out of your mailbox. The email is still there, just as it arrived and not even marked as read — Elisa reads without touching. "Going to quarantine" only means that she didn't forward that email and didn't reply; the copy she keeps for 7 days is there so you can check what she blocked.

You look at the quarantine in two ways:

1. In the daily summary she sends you, in the blocked section, with sender and subject.
2. By asking her in the chat on the Home tab — "what did you block today?", "did I miss any email?". She lists what went to quarantine, with the reason for each one.

There's no "rescue" button. There's no need: the email is in your mailbox. If she blocked something she shouldn't have, the way is to tell her in the chat — it's what the summary itself asks for ("if any of these isn't spam, let me know and I'll adjust the filter") — or to raise the Spam sensitivity on the My inbox tab, so she demands more certainty before blocking. Besides, she's built to err on the safe side: when in doubt, she forwards.

Do you keep my email password? The password is stored encrypted and used only to read the mailbox. You take access away whenever you like, by clicking the trash icon next to the connected mailbox.

What's the difference between the "My inbox" tab and the "Account alerts" tab? My inbox is your company's mailbox, with your customers. Account alerts is about AutoAgency talking to you — reminders like "you still need to connect your WhatsApp". They're two completely separate things.

How often does she look at the mailbox? Roughly every 10 minutes. It's not instant, but it's a lot sooner than you opening the mailbox at night.

Can I connect more than one mailbox? You can. After the first one, the button becomes Connect another mailbox.

Can I send one customer's email to one person and the boleto to another? You can. On the My inbox tab, right below the Default inbox, open the block Send each type of email to a different address (optional) and write each person's address on the type that's theirs — for example, Customers and prospects to sales@ and Suppliers, partners, finance and legal to finance@. Whatever you leave blank keeps going to the default inbox, and the mailbox summary also keeps arriving there.

When something goes wrong