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To use the Email Agent, you need to connect at least one email mailbox. Botric supports Gmail and Zoho Mail, and uses secure OAuth authentication — your email password is never stored.

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Connecting a Mailbox

1

Navigate to Email Agent

Open the Engagement section in the sidebar and click Email Agent.
2

Click Connect Mailbox

Click the Connect Mailbox button to begin the setup process.
3

Select your provider

Choose your email provider:
  1. Click Connect Gmail.
  2. You are redirected to Google’s OAuth consent screen.
  3. Sign in with the Google account you want to connect.
  4. Review the permissions Botric requests and click Allow.
  5. You are redirected back to Botric with your mailbox connected.
Botric requests read and send permissions for your Gmail account. Emails are only accessed to generate AI drafts — Botric does not modify or delete your emails.
4

Verify connection

Once connected, your mailbox appears in the Email Agent with a Connected status badge. Botric begins monitoring for incoming emails.

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Managing Connections

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Viewing Connected Mailboxes

All connected mailboxes are listed on the Email Agent page. For each mailbox, you can see:
  • Email address
  • Provider (Gmail or Zoho)
  • Connection status
  • Last sync time

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Disconnecting a Mailbox

To disconnect a mailbox:
  1. Go to Engagement > Email Agent.
  2. Find the mailbox you want to disconnect.
  3. Click the Disconnect button.
  4. Confirm the disconnection.
Disconnecting a mailbox stops the Email Agent from monitoring that inbox. Any pending drafts for that mailbox remain available but no new drafts are generated.

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Reconnecting

If a connection expires or is revoked, you’ll see a Reconnect prompt next to the affected mailbox. Click it to re-authenticate through OAuth.

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Troubleshooting

  • Make sure you’re signed into the correct Google or Zoho account.
  • Check that you haven’t blocked pop-ups — the OAuth flow opens in a new window.
  • If using Google Workspace, your admin may need to approve the Botric app.
  • Verify the mailbox shows a Connected status on the Email Agent page.
  • Check the last sync time — if it’s stale, try disconnecting and reconnecting.
  • Ensure the connected account has incoming emails in the inbox (not filtered to other folders).

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Next Steps

Drafts & Confidence

Review AI-generated email drafts.

Email Agent Overview

Return to the Email Agent overview.