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Use the Email AI Assistant

In the AI Assistant panel on the right side of the email screen, you can ask the local AI about the mail or the mailbox you are currently viewing. Use it to summarize a long mail in three lines, organize requests into tasks, check the grounds for suspecting phishing, or clean up unread mail at once. This document explains how to open the panel and the tasks you can request. This feature is provided as a beta.


Before you begin

  • The administrator must configure a local AI model in Configure Models & Runtime. If no model is available, No Model is shown in the panel.
  • The Email plugin must be installed and enabled.

Open the AI Assistant panel

  1. Select Email in the left bar.
  2. Select the AI Assistant icon at the upper right of the screen.
  3. At the top of the panel that opens on the right, select the model to use. Models are shown grouped by runtime environment (for example, Ollama), and only the models registered by the administrator appear in the list.

Drag the left edge of the panel to adjust its width. Select Expand AI assistant to expand the panel to the full screen, and select Restore AI assistant panel to return it to its original size.

Check the conversation target

The target that the AI refers to is shown above the input box.

DisplayDescription
Current emailOne mail is open. The body, headers, links, and security analysis result of that mail are passed to the AI.
Current mailboxYou are viewing the mail list. The list, the selected mail, and the search term are passed to the AI.

If there is a draft being written, the draft content is also passed.

Ask about the open mail

When you open a mail, the panel shows the What would you like to know about this message? guide and buttons for frequently used requests.

ButtonResult
Summarize in three linesOrganizes the key content, the purpose of the mail, and the required next action in 3 items or fewer.
List requests and tasksOrganizes the requests and the tasks contained in the mail as a list.
Review phishing indicators and safe responsesOrganizes the parts of the sender, links, and wording that suggest phishing, and how to respond.
Analyze message URLs and sender domainsAnalyzes the link addresses in the body and the sender domain.

Instead of using the buttons, you can also enter a question directly in the input box (Ask the AI a question or request a task.). Facts recorded in the mail, such as the recipients, the time received, CC, the number of attachments, links, and the security status, are answered right away.

Email security check

Below the summary answer, the Email security check items are shown together. These values are not the result of a judgment by the AI. They are the result calculated by the server from inspecting the mail headers and body.

ItemDescription
Authentication: SPF, DKIM, DMARCThe sending server authentication result. If the headers contain no information, Unknown is shown.
Links: N; external images: N; suspected read trackers: NThe number of links in the body, the number of images loaded from outside, and the number of elements suspected of being used for read tracking.
Links requiring caution: NShown only when there are links with risk signals.

For the blocking features applied automatically when you open a mail, see Email Security.

Check the sources

Expand N sources · N total below the answer to show the sources that the AI referred to. Sources are divided by type, such as files, chat, mail, web, images, activity, and product specifications.

Request mailbox cleanup

When you are viewing the mail list, the panel shows the Shall we organize your mailbox? guide and the following buttons.

  • Summarize unread messages
  • Organize my mailbox
  • Review messages for deletion
  • Mark unread messages as read

Mark unread messages as read is a request that changes the state of the mailbox. The other requests suggest a cleanup method or a review result, so check the result and then carry out the necessary actions yourself.

Save and clear the conversation

ButtonDescription
Save (Save conversation)Saves the entire conversation so far as a Markdown file. Select the save location in the workspace in the Save As window. The summary is not saved to the mail itself.
ClearWhen you confirm in the Clear conversation confirmation window, all messages are deleted. A deleted conversation cannot be restored.

Good to Know

  • Received mail is registered in the AI knowledge index as soon as it is saved, and is used for the Context tab of mail search and as a source for AI answers. For details, see Email File Archiving and Sharing.
  • The model list and the runtime environments are managed by the administrator. When you change the model, the new model is applied from the next answer.
  • The sending review applied when you send mail is separate from this panel. If the administrator has turned on Review mail with AI before sending, the server reviews the mail before sending. For details, see Email Settings.