How does AI organise your inbox in Task Manager?
You go back to a long thread with a client. Every message includes quotes from previous emails, signatures and disclaimers. Somewhere among them is the sentence that sets the price. The “Organise” mode in the Mail module (Pro variant) shows this correspondence in a shorter version, or with an “Expert note” line under each message.
Organising works in the open thread, not in a separate chat. The original messages remain untouched. The organised preview is available only during the current session.
In the same thread, you can ask the private AI Assistant what price was agreed and who approved it. The answer is based on that correspondence.
Four reading modes and a question about the thread
The “Organise” button is in the reply box footer, next to “AI Assistant”. The menu has four options. “Original content” turns off the AI preview. “Polish” shortens messages and rewrites them in the first person, without signatures or disclaimers. “Summarise” keeps 1-2 sentences or up to 3 bullet points per message, focusing on what has consequences. “Expert” adds an “Expert note” under each message with advice, a risk or a question worth asking.
Task Manager organises messages in batches of eight, starting with the latest. The “Organise older messages (N)” button lets you load the next eight. Once a mode has been calculated, you can turn it on again during the same session without waiting. After you refresh the page, AI calculates the result again because the organised preview isn't saved to the database.
"AI Assistant" switches the reply field into question mode. The field turns purple, and instead of recipients you see a notice that the question won't reach them. Enter sends the question, Shift+Enter inserts a new line. You then send a regular email with the Cmd/Ctrl+Enter shortcut. The answer appears under the last message with a "ONLY FOR YOU" badge and reappears every time you open the thread. You can attach a file from the Files module in TXT, DOCX, XLSX or PDF format. The Assistant will take its content into account in the answer. It considers at most 5 files, totalling around 24,000 characters of text. In this mode, it only knows images by their name.
What do you gain?
You don't need to read through the entire long conversation from the beginning. When you return to it after a week, it's easier to find the decision hidden among signatures and disclaimers.
You don't need to ask a colleague to review the entire exchange when something gives you pause. You can see a highlighted risk or a question worth asking before you send your reply. If you want to check a specific agreement, ask about it. If it isn't in the correspondence, the assistant says so clearly.
You can also ask questions about your own email without showing them to recipients or the administrator. Only you can see the answers.
An everyday example
You've been exchanging emails about a contract for three weeks. The client raises some points, the lawyer replies, then an amended version and a scan arrive. On Friday afternoon, you need to write a single sentence confirming it.
You turn on “Summarise” to review a concise version of each message. Then you select “Expert” and see an “Expert note” under every message with advice, a risk or a question worth asking. You ask the assistant what rate was agreed and who approved it. Finally, you switch back to “Original content”, check the exact wording and reply.
Frequently asked questions
Is Mail included in the Standard plan?
No, it is a module in the Pro plan.
Does AI change my messages?
No. The organised version is a preview available during the current session. The original messages remain untouched, and the organised result is not saved to the database. You can view the original by selecting “Original content”.
Will recipients see what I ask the assistant?
No. The question and answer are saved in the thread with the note “Only you can see this”. They are not sent to recipients, and the administrator cannot see them.
Does AI answer when the correspondence doesn't contain the information?
The assistant answers based on the messages in the thread and any attached files. If it can't find the answer there, it says so clearly. Each organised message includes the note “AI can make mistakes”, so check the original if you're unsure.
What do I need to make this work?
You need a connected IMAP/SMTP inbox and AI configured in Settings → AI. The private AI Assistant in a thread and “Organise” require AI to be configured.