> ## Documentation Index
> Fetch the complete documentation index at: https://watermelon.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Email

Connect your email to Watermelon and let your AI Agent automatically handle incoming messages. You can start with a generated email address, and optionally send replies from your own company email address.

## **Overview**

The Email integration allows your AI Agent to manage conversations via email, just like it does in chat channels.

## **How it works**

* When you **create the email channel**, Watermelon **generates** a **unique email address** for you
* **Emails sent or forwarded to this address** are received in Watermelon, and can be **handled by your AI Agent**
* **The Agent replies automatically**:
  * From the default Watermelon email, or
  * From your own email address (after DNS setup)

## **Prerequisites**

Before setting up email:

* You are on a **paid plan** (Starter or higher)
* Access to your **email provider settings** (for forwarding)
* Access to your **DNS settings** (only for custom domains)

## **Connecting email**

Follow the steps below to connect email to Watermelon:

<Steps>
  <Step title="Open Email in Integrations">
    Go to **Integrations** and click on **Email.**

    <Frame>
      <img src="https://mintcdn.com/watermelon/dU83yBJrq-5vGFYh/images/connect-mail-integrations.png?fit=max&auto=format&n=dU83yBJrq-5vGFYh&q=85&s=a2cb53fc385346bd2fa78818eacf4160" alt="Connect Mail Integrations" width="1440" height="702" data-path="images/connect-mail-integrations.png" />
    </Frame>
  </Step>

  <Step title="Connect Email">
    Click on **Connect** to generate your email address.

    <Frame>
      <img src="https://mintcdn.com/watermelon/dU83yBJrq-5vGFYh/images/create-mail-integrations.png?fit=max&auto=format&n=dU83yBJrq-5vGFYh&q=85&s=5c9e5b737fa96426b8abab984a4e9124" alt="Create Mail Integrations" width="1440" height="700" data-path="images/create-mail-integrations.png" />
    </Frame>
  </Step>

  <Step title="Locate the generated email address">
    Your generated mail adres will feature a unique random-id. This can be found underneath Agent email address. 

    <Badge>\[random-id][.agent@watermelon-mail.com](mailto:.agent@watermelon-mail.com)</Badge>
  </Step>
</Steps>

## **Using the agent email directly**

You can start using email immediately — but first, make sure your AI Agent is **active on the mail channel**, if you want to automatically answers emails via your AI agent.

<Note>
  Your AI Agent must be published on the mail channel before it can reply to emails. See: [**Publish your agent on mail**](/help-center/publish-your-agent/publish-on-email)
</Note>

## **Forwarding flow**

To use your own email address (e.g. <Badge>[support@company.com](mailto:support@company.com)</Badge>), you need to set up **automatic forwarding**.

### **How forwarding works**

1. A customer **emails** <Badge />
2. Your email provider **automatically forwards** the message to your agent email
3. The **AI Agent processes the email**
4. A **reply** is **sent** **back** to the customer

<Tip>
  You can also set up forwarding **without a custom domain setup**.
</Tip>

<Info>
  Your AI agent will not respond to no-reply mail addresses, automatic messages and newsletters. These mails will not count as received conversations.
</Info>

For example:

* **Forward emails** → to **your agent email**
* **The AI Agent replies** → from the **generated Watermelon email**
* You can also **manually forward** an e-mail to this mail address

This is useful if you want to get started quickly.

## **Step 1: Add a custom sender email**

After **forwarding** is set up, add your email address in Watermelon.

<Steps>
  <Step title="Click “New email address”">
    In **Email configuration**, click the **New email address** button to start the setup process.
  </Step>

  <Step title="Enter your email address">
    **Enter the email address** you want to use (for example, <Badge>[support@watermelon.ai](mailto:support@watermelon.ai)</Badge>). This will be the sender address for all outgoing emails from this mail channel.
  </Step>

  <Step title="Continue to forwarding setup">
    Click **Continue** to proceed to the email forwarding configuration step.
  </Step>
</Steps>

## **Step 2: Set up forwarding in your email provider**

The exact steps depend on your provider, but generally:

1. Go to your **email provider settings**
2. Find **Forwarding**, **Rules**, or **Filters**
3. Create a rule to **automatically forward** emails to your agent email
4. Confirm **verification** if required

<Tip>
  Some providers require verification of the forwarding address. You’ll receive this email inside the Watermelon inbox.
</Tip>

<Warning>
  You must configure automatic forwarding for at least one email address on the domain before you can complete DNS authentication and send from that domain.
</Warning>

### **Configure email forwarding in Google Workspace (Admin Console)**

This approach is **recommended** for Google Workspace because it **doesn’t have rate limits** and **doesn’t require creating a mailbox** for the address you’re forwarding.

<Info>
  You need **Google Workspace administrator access** to complete these steps.
</Info>

<Steps>
  <Step title="Open the Google Workspace Admin Console">
    Sign in to the [**Admin Console**](https://admin.google.com/).
  </Step>

  <Step title="Go to Gmail routing settings">
    Navigate to **Apps** → **Google Workspace** → **Gmail**. Go to **Default routing**, then click **Configure** or **add another rule** to create a new routing rule.
  </Step>

  <Step title="Create a routing rule for your support address">
    When adding the setting:

    * Set **Envelope Recipient** to the email address you want customers to use (for example, `support@yourdomain.com`).
    * Under **Envelope Recipient**, select **Change Envelope Recipient**.
    * In **Replace Recipient**, enter your **Watermelon email address** (for example, `random-id].agent@watermelon-mail.com`).

    <Frame>
      <img src="https://mintcdn.com/watermelon/2VaXyneK41xLnWo3/images/google-workspace-step-2.avif?fit=max&auto=format&n=2VaXyneK41xLnWo3&q=85&s=ae56b47815e3d9d9aa04f836435ef9ef" alt="Google Workspace Step 2" width="1272" height="1398" data-path="images/google-workspace-step-2.avif" />
    </Frame>
  </Step>

  <Step title="Save the rule and enable it for recognized + unrecognized addresses">
    Before saving, make sure the option is set to: **Perform this action on non-recognized and recognized addresses** and **save** your changes.

    <Frame>
      <img src="https://mintcdn.com/watermelon/2VaXyneK41xLnWo3/images/google-workspace-step-3.avif?fit=max&auto=format&n=2VaXyneK41xLnWo3&q=85&s=7dc6d2ed0cb158ff0477d19f5543cb1f" alt="Google Workspace Step 3" width="1272" height="1398" data-path="images/google-workspace-step-3.avif" />
    </Frame>
  </Step>

  <Step title="Verifiying in Watermelon">
    Return to **Email configuration** in Watermelon   and click **Verify**.
  </Step>
</Steps>

### **Configure email forwarding in Gmail**

<Steps>
  <Step title="Go to Gmail">
    Navigate to Gmail and **sign into the account** that you want to forward emails from. 
  </Step>

  <Step title="Go to Settings">
    In the top right, click **Settings → All settings**. Click the **Forwarding and POP/IMAP** or **Forwarding** tab.
  </Step>

  <Step title="Setup forwarding settings">
    In the 'Forwarding' section, click **Add a forwarding address**. Enter the email address that you want to forward messages to.

    <Frame>
      <img src="https://mintcdn.com/watermelon/63goekiQkORcuGwg/images/Cm6cYtX7pQvTaMzx3ADskquczoegpK3vShee.gif?s=2b37cffc99c87090a2294d73f846aa7a" alt="Cm6c Yt X7p Qv Ta Mzx3a Dskquczoegp K3v Shee" width="960" height="540" data-path="images/Cm6cYtX7pQvTaMzx3ADskquczoegpK3vShee.gif" />
    </Frame>
  </Step>

  <Step title="Verification email">
    In Watermelon's inbox, you will now **receive** a **verification link** via **mail**. Select this **mail** and **click** on the **verification link**. Return to the '**Settings**' page in Gmail and refresh your browser.
  </Step>

  <Step title="Final steps">
    Click again on the **Forwarding and POP/IMAP** or **Forwarding** tab. In the 'Forwarding' section, select **Forward a copy of incoming emails to**. 

    Choose what you want to happen with the Gmail copy of your emails. It's recommended that you select **Keep Gmail's copy in the inbox**.

    At the bottom of the page, click **Save changes**.
  </Step>
</Steps>

### **Configure email forwarding in Outlook**

This guide explains how to setup forwarding for the new Outlook. Looking for help to set this up in the old outlook? Click [here](https://support.microsoft.com/en-gb/office/turn-on-automatic-forwarding-in-outlook-7f2670a1-7fff-4475-8a3c-5822d63b0c8e#picktab=classic_outlook).

<Steps>
  <Step title="Go to Outlook">
    Navigate to Outlook and **sign into the account** that you want to forward emails from. 
  </Step>

  <Step title="Go to Settings">
    At the top window of the​​​​​​​ new Outlook, select **Settings** (the cog icon)

    Select **​​​​​​​Mail** > **Forwarding and Imap**.

    <Frame>
      <img src="https://mintcdn.com/watermelon/LIxR9-p1HQ9-l4k1/images/outlook-forwarding-step1.png?fit=max&auto=format&n=LIxR9-p1HQ9-l4k1&q=85&s=64a562db31ed6619793384684b02ed17" alt="Outlook Forwarding Step1" width="1276" height="647" data-path="images/outlook-forwarding-step1.png" />
    </Frame>

     
  </Step>

  <Step title="Forwarding configurations">
    Toggle the **Enable forwarding** switch, enter the forwarding email address, and select **Save**.

    <Frame>
      <img src="https://mintcdn.com/watermelon/LIxR9-p1HQ9-l4k1/images/outlook-forwarding.png?fit=max&auto=format&n=LIxR9-p1HQ9-l4k1&q=85&s=92f42896db079f1d4f5671cb5c098706" alt="Outlook Forwarding" width="1276" height="647" data-path="images/outlook-forwarding.png" />
    </Frame>

    <Note>
      \*\*Note: \*\*If you want a copy of the original message to remain in your mailbox, select **Keep a copy of forwarded messages**.
    </Note>
  </Step>
</Steps>

### **Other providers**

Search for:

* “email forwarding”
* “mail rules”
* “routing”

## **Step 3: Authenticate your domain (DNS)**

Once we **detect automatic forwarding**, you’ll be able to **proceed** to **DNS authentication**. This step allows Watermelon to send emails **on your behalf from your custom domain**.

### **View your DNS records**

After forwarding is verified, you’ll see the DNS records you need to add. These show in **in the pop-up at step 3**. These include **3 CNAME records** and **1 TXT record**

Copy these exactly as shown.

<Tip>
  You can close the setup pop-up at any time. To continue later:

  * Go to Email configuration
  * Click the edit (pencil) icon next to your email

  You’ll return to the same setup step.
</Tip>

### **Add records to your DNS provider**

1. Log in to your **DNS provider**
2. Open **DNS settings**
3. **Add** the records **exactly** as **shown**
4. **Save** changes

### **Provider specific DNS guides**

#### **DNS hosting providers**

* **Google Cloud DNS →** This [article](https://cloud.google.com/dns/docs/records) explains how to set it up.
* **Amazon Route 53 →** This [article](https://docs.aws.amazon.com/Route53/latest/DeveloperGuide/resource-record-sets-creating.html) explains how to set it up.
* **Azure DNS →** This [article](https://learn.microsoft.com/en-us/azure/dns/dns-operations-recordsets-portal) explains how to set it up.
* **Cloudflare →** This [article](https://developers.cloudflare.com/dns/manage-dns-records/how-to/create-dns-records/) explains how to set it up.

#### **Domain registrars**

* **GoDaddy** → This [article](https://www.godaddy.com/en-uk/help/manage-dns-records-680) explains how to set it up.
* **TransIP →** This [article](https://www.transip.eu/knowledgebase/407-setting-a-cname-record/) explains how to set it up.
* **Hostnet →** This [article](https://helpdesk.hostnet.nl/hc/nl-nl/articles/360014581437-DNS-wijzigen) explains how to set it up.
* **Mijndomein →** This [article](https://mijndomein.zendesk.com/hc/nl/articles/8662529546769-DNS-Instellen) explains how to set it up.
* **Yourhosting →** This [article](https://www.yourhosting.nl/kennisbank/domeinnamen-dns/dns-records-van-een-domeinnaam-beheren/) explains how to set it up.

### **Verify your domain**

1. Return to Watermelon
2. Click **Validate**. This can be done either in the pop-up, or in the table later on if you closed the pop-up.

<Note>
  DNS changes can take time to propagate (usually a few minutes, sometimes up to 24 hours).
</Note>

## **Adding and managing email addresses**

* Each **email integration supports one email address**
* You can create **multiple integrations (also on the same domain)**
* If a domain is already verified:
  * You will skip the DNS step
  * The email will appear directly in the table

## **Testing your setup**

1. Send a **test email** to your connected address
2. Check if:
   * The **email appears in Watermelon**
   * The **AI Agent replies**
   * The **sender matches your configuration**

## **Mail settings & Instructions**

### **Mail settings**

Configure how your emails look and behave. You will find these options there.

<Steps>
  <Step title="Channel name">
    Internal name for your team
  </Step>

  <Step title="Email display name">
    This name shows to recipients in the "From" field of your emails. You see a preview of this on the right of the settings screen.
  </Step>

  <Step title="AI disclaimer">
    A message shown in every email indicating AI usage. Per default this is already filled in for you. Required (cannot be empty due to regulations like the EU AI Act)
  </Step>

  <Step title="Watermelon branding">
    Show or hide Watermelon branding in emails.

    <Info>
      Available in **Business and enterprise plan** or via add-on €99 on the advanced plan
    </Info>
  </Step>

  <Step title="Email signature">
    Signature shown at the bottom of every email.
  </Step>
</Steps>

### **Instructions**

Define how your AI Agent writes emails.

<Steps>
  <Step title="Base instructions (recommended)">
    Pre-configured behavior optimized for email:

    * **Clear structure**
    * **Professional tone**
    * **Easy to read**
  </Step>

  <Step title="Custom instructions">
    Use this if you want more control over how emails are written.\
    For example:

    * **Adjust tone** (formal, friendly, sales-driven)
    * **Add formatting rules**
    * **Define how specific types of emails should be handled**

    <Info>
      Custom instructions override the default email behavior, but your agent still uses its existing knowledge and training.
    </Info>
  </Step>
</Steps>

## **Troubleshooting**

**Emails not appearing in Watermelon**

* Check **forwarding rules**
* Verify the **correct agent email**
* Confirm **forwarding verification**
* Check **spam** or **filters** in your email provider

\
**Replies not arriving in your inbox**

* Check your **spam** folder
* Verify the **recipient email address**
* Make sure the **correct email integration** is used
* Confirm your **AI Agent is active** on the mail channel

\
**Emails going to spam**

* Make sure **DNS records are correctly configured** (SPF, DKIM, DMARC)
* Avoid spam-like wording (too many links, caps, etc.)
* Check your **domain reputation** → [https://mxtoolbox.com/](https://mxtoolbox.com/)

\
**DNS verification fails**

* Double-check **record values** (no typos)
* Make sure **records are added to the correct domain**
* **Wait for propagation** (can take up to 24 hours)
* **Remove conflicting** or **duplicate records**
