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Overview

The Zoho Mail integration allows your AI agent to:
  1. Read incoming emails from your connected Zoho Mail account.
  2. Determine if a reply is needed based on the email content.
  3. Automatically send a reply on your behalf.

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Setup Guide

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1. Connect Your Zoho Mail Account

First, you need to authorize the application to access your Zoho Mail account.
  1. Navigate to Integrations in the side menu on ConvoCore.
  2. Locate the Zoho Mail integration card.
  3. Click Connect on the Zoho Mail card.
  4. You will be redirected to Zoho’s login page.
  5. Sign in with your Zoho account credentials.
  6. Review the permissions requested:
    • Read your emails
    • Send emails on your behalf
    • Manage your mailbox
  7. Click Accept to grant access to ConvoCore.
  1. You’ll be redirected back to ConvoCore with a confirmation message.

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2. Enable Zoho Webhooks (Real-Time Emails)

After connecting the account, Zoho also needs a webhook URL so it can notify ConvoCore the moment a new email arrives.
  1. Stay on the Zoho Mail integration card inside ConvoCore and click Manage.
  2. Copy the Real-time Webhook URL shown for the specific Zoho mailbox. It already includes your workspace, connection, and region parameters.
  3. Log in to the same Zoho mailbox → Settings → Integrations → Developer Space → Webhooks.
  4. Create (or edit) an Outgoing Webhook:
    • Entity: Mail
    • Conditions: “No conditions. All emails” (or pick the filters you want Zoho to trigger on).
    • Webhook URL: Paste the URL you copied from ConvoCore.
  5. Click Save.
Now every new email generates a webhook call, so your agent can react instantly without polling.

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3. Assign Zoho Mail Account to Your Agent

Once your Zoho Mail account is connected, you need to assign it to the specific agent(s) you want to handle your emails. You can do this in two ways: This method allows you to assign Zoho Mail accounts to multiple agents at once from a centralized location.
  1. Navigate to Integrations in the side menu on ConvoCore.
  2. Locate the Zoho Mail integration card and click on it to open the Zoho Mail management modal.
  3. Click on the Assign to Agents tab at the top of the modal.
  4. Select the Zoho Mail account you want to assign from the Select Zoho Mail Account dropdown.
  5. You’ll see a list of all your agents. For each agent:
    • If the Zoho Mail account is not yet assigned, click Assign to This Agent to assign it.
    • If the Zoho Mail account is already assigned, you’ll see a checkmark and can click Remove to unassign it.
  6. The assignment is saved automatically. You can assign the same Zoho Mail account to multiple agents if needed.

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Option 2: From the Agent Dashboard

This method allows you to configure email settings while assigning the account.
  1. Go to your Agent Dashboard.
  2. Select the agent you want to configure for email handling.
  3. Navigate to the Channels tab.
  4. Look for the Email channel option.
  5. Click Add Email or the + button to add an email source.
  6. From the dropdown, select the Zoho Mail account you connected earlier.
  7. If you have multiple Zoho Mail accounts connected, select the appropriate one.

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4. Configure Email Channel Settings

After assigning Zoho Mail to your agent (using either method above), you can configure how the agent will handle incoming emails. If you used Option 1 (Integration Tab), you can configure these settings from the Agent Dashboard. If you used Option 2 (Agent Dashboard), you can configure them immediately.

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Email Configuration Options

Reply Settings:
  • Reply Delay: Set a delay (in seconds) before the agent sends a reply. This can make the response feel more natural and avoid appearing too automated. Recommended range: 5-30 seconds.
  • When to Reply: Choose which emails the agent should reply to:
    • Always: Reply to every email
    • Smart Mode: Let the AI determine if a reply is necessary
    • Manual Approval: Flag emails for manual review before replying
    • Specific Keywords: Only reply to emails containing certain keywords
Email Response Customization:
  • Reply Length: Adjust the length of generated responses:
    • Short: 1-2 sentences
    • Medium: 2-3 paragraphs
    • Long: Detailed 3-5 paragraph response
  • Reply Tone: Set the tone of the response:
    • Professional: Formal business tone
    • Friendly: Conversational and warm tone
    • Casual: Relaxed and informal tone
    • Custom: Define your own tone guidelines

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5. Enable and Activate

After configuring all settings:
  1. Click Save Configuration to apply your changes.
  2. You’ll see a confirmation message indicating the Zoho Mail email channel is now active.

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Testing Your Setup

  1. Send a test email to your connected Zoho Mail account from another email address.
  2. Wait for the configured reply delay.
  3. Check if the agent has sent a reply.
  4. Review the reply quality and tone.
  5. Adjust configuration settings if needed.