Email Management Agent

The Email Management Agent is designed to organize Outlook inboxes by categorizing and moving emails based on their content, urgency, and relevance.

• The Email Management Agent addresses the common problem of cluttered and disorganized email inboxes, which can lead to inefficiency and missed important communications. With the increasing volume of emails received daily, users often struggle to prioritize and manage their inbox effectively. This agent provides a solution by automating the categorization of emails, ensuring that important messages are easily accessible while less critical ones are appropriately organized.
• The agent works by analyzing the content, sender, urgency, and relevance of each email. It categorizes emails into predefined folders such as "High Priority," "Meetings," "Finance," "Project X," "Social," "Customer Support," "Notifications," or "Inbox." By leveraging contextual indicators like subject lines, attachments, and sender information, the agent ensures accurate classification. For example, emails with "URGENT" in the subject line are moved to "High Priority," while newsletters are directed to "Social." This systematic approach helps users maintain a clean and efficient inbox.
• To achieve its functionality, the agent utilizes two key tools: a tool to read the latest email and a tool to move emails to a designated folder. These tools work in tandem to automate the email management process, reducing manual effort and saving time for users. The agent also includes a testing mode, allowing for evaluation and refinement of its categorization logic without affecting the actual inbox.

How to use

1. Click the Download button.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

• An Agent definition purpose built for a specific task that you can open within Studio Web

• Best practices built-in including a high Agent score.

• Multiple evaluation sets to ensure reliability and see example input and output

• Prebuilt tools contained within a Solutions Management file

• A starting point with the ability to expand and modify to specific needs