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inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.

Customer Success Management Agent

Customer Service & Support

Automates email processing for customer success teams to manage client communications efficiently.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: onboarding, renewal, escalation, feedback, upgrade, feature request OR from: clients@company.com, support@, @feedback.com

02

Then does

Search knowledge base for customer onboarding and feature details. For onboarding requests, forward to onboarding@company.com with client details and timeline. For renewal inquiries, forward to renewals@company.com with contract dates and offer suggestions. For escalations, forward to escalation@company.com with high priority and notify the account manager. Reply to feedback with a thank you note and forward to product@company.com for feature requests. Label emails with 'customer-success' and archive.

Two Ways to Use

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.

What inbox.dog Agents Can Do

Every agent can read, search, and act on your Gmail. Here's what's possible:

Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks

Ready to install this template?

Connect your Gmail, review a sample, then flip on autopilot.

Works with Gmail · 7-day free trial · No credit card