> ## Documentation Index
> Fetch the complete documentation index at: https://docs.subverseai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Agent Configuration

> Full configuration reference for Email Agents

## Identity

| Field        | Type     | Default        | Description                                                                                                               |
| ------------ | -------- | -------------- | ------------------------------------------------------------------------------------------------------------------------- |
| Name         | Text     | — (required)   | Unique identifier. Lowercase letters, numbers, and underscores only (e.g. `support_email_bot`). Must start with a letter. |
| Description  | Text     | `""`           | Internal description of what this agent handles.                                                                          |
| Architecture | Dropdown | `Prompt Based` | **Prompt Based** uses a system prompt. **Conversational Flow** uses a visual node-based builder.                          |
| Debug Mode   | Toggle   | Off            | Outputs extra internal logs. Use during development; disable in production.                                               |

***

## Agent Settings

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/agent-settings-new.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=63207006752ce3f721e7ea6ce57834b9" width="1488" height="1404" data-path="images/agents/agent-settings-new.png" />

| Field            | Type      | Default            | Description                                                                                                                                                               |
| ---------------- | --------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Greeting Message | Text      | `""`               | Rarely used for email agents — the agent typically responds to incoming email rather than initiating.                                                                     |
| Greeting Type    | Dropdown  | `Prompt`           | **Prompt** — dynamically generated opening. **Say** — sends exact text verbatim.                                                                                          |
| Who Speaks First | Dropdown  | `SubVerseAI Agent` | Set to **User** for email agents so the agent waits for an incoming email before responding.                                                                              |
| System Prompt    | Text area | Empty              | The main system prompt. Describe the agent's purpose, tone, rules, and how it should handle different types of emails. Use the **Refine using AI** button for assistance. |

***

## Large Language Model Preferences

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/llm-settings-chat-email-new.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=063d9e044d9d65df4e78230b5b89e93c" width="1444" height="758" data-path="images/agents/llm-settings-chat-email-new.png" />

| Field          | Type     | Default      | Description                                                                                                                         |
| -------------- | -------- | ------------ | ----------------------------------------------------------------------------------------------------------------------------------- |
| LLM Model      | Dropdown | — (required) | The AI model powering this agent. Each model shows its speed and reasoning ratings.                                                 |
| Thinking Level | Dropdown | `Default`    | Extended reasoning depth. Options: **Default**, **Low**, **Medium**, **High**, **Very High**. Higher = better reasoning but slower. |
| Max Tokens     | Number   | None         | Maximum tokens the LLM can generate per response. Leave blank to use the model's default.                                           |
| Temperature    | Slider   | `0.5`        | Response creativity. For support emails, a lower value (0.2–0.5) is usually better.                                                 |

***

## Session Settings

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/session-settings-chat-email.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=e5a5fe9d22bc61e89d1565fcc320bbb4" width="1436" height="760" data-path="images/agents/session-settings-chat-email.png" />

| Field                           | Type     | Default   | Description                                                                                                                                        |
| ------------------------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| Communication Method            | Dropdown | `Two Way` | **Two Way** — agent reads and replies to emails. **One Way** — agent only sends.                                                                   |
| Session Timeout (mins)          | Number   | None      | Minutes after which an idle email processing session ends automatically.                                                                           |
| Remember Customer Interactions  | Toggle   | Off       | Save a summary of each email thread to memory after the session closes.                                                                            |
| Use Customer Interaction Memory | Toggle   | Off       | Pull relevant past email summaries into context when the same sender emails again. Enable both for continuity across separate email conversations. |

***

## Knowledgebase Settings

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/kb-settings.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=881cad7a96095a7f3c366efbd1a1a3d7" width="1452" height="262" data-path="images/agents/kb-settings.png" />

| Field          | Type     | Default | Description                                                                                          |
| -------------- | -------- | ------- | ---------------------------------------------------------------------------------------------------- |
| Knowledge Base | Dropdown | None    | Attach a Knowledge Base so the agent can look up answers from your documents when composing replies. |

***

## Function Settings

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/function-settings-chat-email.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=b3466e65048c84ad7ced8010e8b8241a" width="1432" height="628" data-path="images/agents/function-settings-chat-email.png" />

| Field             | Type         | Default | Description                                                                                           |
| ----------------- | ------------ | ------- | ----------------------------------------------------------------------------------------------------- |
| Pre Call Tools    | Multi-select | Empty   | LLM tools that run before the agent processes the email (e.g. fetch customer account info).           |
| During Call Tools | Multi-select | Empty   | Tools the agent can call while composing its reply (e.g. check order status, look up ticket history). |
| Post Call Tools   | Multi-select | Empty   | LLM tools that run after the reply is sent (e.g. create a support ticket, log to CRM).                |

***

## Agent Security Settings

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/agent-security-settings-new.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=2e294470475cdff012e12f466ecd516a" width="1434" height="688" data-path="images/agents/agent-security-settings-new.png" />

| Field                        | Type      | Default | Description                                                                                                                                                                       |
| ---------------------------- | --------- | ------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Allow List (Allowed Callers) | Text area | Empty   | Regex patterns for email addresses allowed to trigger this agent, separated by commas. Example: `.*@yourdomain\.com` to allow only your domain. Leave empty to allow all senders. |
| Block List (Blocked Callers) | Text area | Empty   | Regex patterns for email addresses that are blocked, separated by commas. Takes priority over Allow List.                                                                         |

***

## Post Call Data Analysis

<img style={{ borderRadius: '0.5rem' }} src="https://mintcdn.com/subverse-611dde60/Zexg3flUqmmV-dK_/images/agents/post-call-analysis-new.png?fit=max&auto=format&n=Zexg3flUqmmV-dK_&q=85&s=17b2e0275dcc45fe6e2bf84cd6238c0f" width="1438" height="1062" data-path="images/agents/post-call-analysis-new.png" />

After each email session, the agent can automatically analyze the conversation and extract structured data.

| Field      | Type        | Description                                                                                                                                                 |
| ---------- | ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| LLM Model  | Dropdown    | The AI model used to run the post-session analysis. Can differ from the main agent model.                                                                   |
| Parameters | Form / JSON | Define the data points to extract from each email conversation. Switch between **Form** (add parameters one by one) and **JSON** (paste a raw JSON schema). |

**Parameter fields:**

| Field          | Description                                                          |
| -------------- | -------------------------------------------------------------------- |
| Parameter Name | The key name for this data point (e.g. `summary`, `user_sentiment`). |
| Details        | Description of what this parameter represents and how to extract it. |
| Type           | Data type: `string`, `boolean`, `number`, etc.                       |
| Required       | Whether this parameter must be present in every analysis output.     |
