Getting Started
To use this feature, click on theSmart Categories
tab in the left sidebar. Or visit this link.
How To Use
Smart Categories helps you organize your inbox by automatically categorizing your email senders using AI. Let’s walk through how to set it up and make the most of this powerful feature. Setting Up Your Categories
When you first arrive at the Smart Categories screen, you’ll see a selection of preset categories that cover common email types like newsletters, marketing, work, personal, travel, and receipts. While these preset categories are helpful, the real power comes from creating categories that match your specific needs. Creating Custom Categories- Click the “Add New Category” button
- Enter a name for your category (e.g., “Team” or “Investors”)
- Provide a description to help our AI understand who belongs in this category
- Category Name: “Team”
- Description: “Anyone who emails me from @mycompany.com is on my team”
- Category Name: “Investors”
- Description: “Any investors I’m speaking to or who have been in touch about investing in my company”
Categorizing Your Emails
Once you’ve set up your categories, it’s time to let our AI do the heavy lifting:- Click the “Save & Categorize” button
- Watch as our AI begins analyzing your email senders
- A progress bar will show you how far along the process is
Note: This process categorizes your email senders, not individual emails. This means once a sender is categorized, all their emails will be associated with that category.The categorization process might take a few minutes, especially if you have many email senders. Don’t worry - this is a one-time process, and you can continue using other features while it runs.
Managing Your Categorized Emails
After categorization is complete, you’ll have powerful tools at your disposal: Bulk Actions The most powerful feature is the ability to perform bulk actions on entire categories. For example, you can:- Use “Archive All” to archive every message from senders in your “Newsletters” category
- Review senders in each category and adjust their categorization if needed
- Find the sender in the category list
- Click the category dropdown next to their name
- Select the correct category
Advanced Features
Auto-Categorization Want new senders to be automatically categorized? Enable the “Auto Categorize” toggle in the top right corner of the screen. When enabled:- New senders will be automatically categorized as they email you
- If our AI isn’t sure about a category, the sender will be placed in “Unknown”
- Create rules that only apply to specific categories
- Example: Set up automatic replies for “Investor” emails while ignoring “Newsletter” emails
- This makes the AI assistant more predictable and efficient