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Email Integration in Zeplyn

Zeplyn now offers powerful email integration that streamlines your communication workflow and helps you stay organized right inside the platform.

✅ Supported Email Platforms

Zeplyn’s email integration currently supports:

  • Outlook

  • Gmail

Connect your email account once and Zeplyn will securely sync messages so you can access them where you need them most on your client profiles and when using Zeplyn Agent Nexus.

📧 Key Features & Capabilities

Email Display in Client View

When you open a client profile in Zeplyn, relevant emails associated with that client now appear directly in the client view.

  • See conversations without switching to your inbox

  • Quickly review communication history before calls or tasks

  • Improves context and responsiveness for client interactions

This view highlights subject lines, sender, timestamps, and message snippets so you can scan and locate important emails at a glance.

Zeplyn Agent Nexus Integration

Emails are fully usable within Zeplyn Agent Nexus, allowing for enhanced prompts and inquiries that include email content.

With this integration you can:

  • Pull email text into Zeplyn Agent Nexus prompts

  • Leverage email context in AI-assisted responses

  • Include relevant conversations when drafting client replies or summaries

This makes email context actionable, not just visible.

🛠 How It Works

Once your email account is connected:

  1. Zeplyn automatically syncs your Outlook or Gmail account.

  2. Email messages are indexed and associated with matching client profiles.

  3. Emails appear in the Client tab and are available to Zeplyn Agent Nexus.

Email integration respects security and privacy settings.

✅ Benefits

  • Centralized communications — No more flipping between inboxes and Zeplyn.

  • Improved context — Client profiles now include message history.

  • Better AI support — Zeplyn Agent Nexus can reference email content directly.

📌 Notes

  • Email sync must be authorized per user.

  • Email display is read-only inside client views (no sending or editing from Zeplyn).

  • Zeplyn Agent Nexus includes email content in prompts but does not send emails automatically.

📍 How to Enable Email Integration

  1. Go to Settings → Email Integration

  2. Connect your Outlook or Gmail account

  3. Review permissions and authorize

  4. Return to client profiles to begin viewing emails