Configuration Reference

Complete guide to configuring inbox.dog agents for optimal performance.

Agent Configuration Fields

Triggers

Triggers filter which emails the agent processes. Leave empty to process all emails.

Trigger Syntax

Use Gmail search syntax:

Common Trigger Examples

# Support emails
subject contains: support, help, question

# From specific domain
from: @acme.com

# Urgent emails
subject contains: urgent OR label: urgent

# Invoices
subject contains: invoice, receipt, payment AND has:attachment

# All emails (no trigger)
(leave empty)

Actions

Actions define what the agent does. Be specific and include the complete workflow.

Action Best Practices

✅ Good Actions:

• "Search knowledge base for password reset process. Reply with instructions and label as 'support-resolved'"
• "If email mentions refund, forward to billing@company.com with high priority. Otherwise, reply with FAQ link."
• "Archive promotional emails. For order confirmations, label as 'orders' and forward to fulfillment@company.com"
• "Browse the website mentioned in the email, extract product prices and descriptions, then reply with the information in JSON format"

❌ Bad Actions:

• "Help the customer" (too vague)
• "Reply" (incomplete - what to say?)
• "Do something" (not actionable)

Multi-Step Actions

Agents can execute multiple tools in sequence:

Example: "Search knowledge base for return policy. Reply with policy details. Label as 'returns'. Archive the email."

This executes:

1. searchDocuments - Find return policy
2. reply - Send response
3. label - Apply label
4. archive - Archive email

System Prompts

The system prompt defines the agent's personality, tone, and behavior.

System Prompt Structure

You are [role/persona].

[Context about your business/team]

[Behavior guidelines]

[Examples of good responses]

Example System Prompts

Support Agent:

You are a customer support agent for Acme Corp, a SaaS company.

Your goal is to resolve customer issues quickly and professionally.

Guidelines:
- Always be friendly and helpful
- Reference our knowledge base for accurate information
- Escalate complex issues to support@acme.com
- Use a professional but conversational tone

Example good response:
"Hi! I'd be happy to help you reset your password. Here's how..."

Sales Follow-up Agent:

You are a sales follow-up assistant.

Your role is to nurture leads and schedule demos.

Guidelines:
- Be enthusiastic but not pushy
- Always include a clear call-to-action
- Personalize responses based on their inquiry
- Forward qualified leads to sales@company.com

Example good response:
"Thanks for your interest! I'd love to show you how [product] can help..."

Tools

Tools are actions agents can execute. Enable only the tools your agent needs.

Tool Categories

Email Tools

Knowledge Tools

Workflow Tools

Tool Configuration Example

{
  "tools": [
    "reply",
    "label",
    "archive",
    "searchDocuments",
    "webhook"
  ]
}

Knowledge Base

Upload files for agents to reference when answering questions.

Supported File Types

• Documents: PDF, TXT, MD, DOCX
• Spreadsheets: CSV, XLSX
• Code: JS, TS, PY, etc.
• Images: PNG, JPG (text extraction)

Knowledge Base Best Practices

✅ Good Knowledge Base:

• Company policies and procedures
• Product documentation
• FAQ documents
• Past successful email templates
• Compliance guidelines

❌ Avoid:

• Sensitive personal information
• Outdated information
• Very large files (>5MB)

Schedules

Configure when agents run using cron-like syntax.

Schedule Format

┌───────────── minute (0 - 59)
│ ┌───────────── hour (0 - 23)
│ │ ┌───────────── day of month (1 - 31)
│ │ │ ┌───────────── month (1 - 12)
│ │ │ │ ┌───────────── day of week (0 - 6) (Sunday to Saturday)
│ │ │ │ │
* * * * *

Common Schedules

Complete Configuration Example

{
  "name": "Support Triage Agent",
  "description": "Automatically triages and responds to support emails",
  "systemPrompt": "You are a helpful support assistant for Acme Corp. Always be friendly, reference the knowledge base, and escalate complex issues.",
  "trigger": "subject contains: support, help, question OR from: @acme.com",
  "action": "Search knowledge base for relevant information. Reply helpfully with solution. Label as 'support-resolved' and archive.",
  "tools": ["reply", "label", "archive", "searchDocuments", "browseWeb"],
  "files": ["support-policy.pdf", "faq.txt"],
  "schedule": "0 9 * * 1-5"
}

Next Steps

• Learn about agent lifecycle →
• See tool execution examples →
• Explore the dashboard →