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Deploy your Agent via email so users can interact with it by sending messages to a dedicated email address and receiving responses directly in their inbox. Email deployment is useful when:
  • Your team already uses a shared email address for questions or requests
  • You want to provide answers grounded in your Knowledge Base without requiring users to log in
  • Your users prefer email over chat-based tools
Prerequisites: - An Agent created and published in Cassidy

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Set up email deployment

1

Navigate to your Agent

Go to Agents and select the Agent you want to deploy via email. Click Edit to open the Agent settings.
Agents page showing the list of available Agents
2

Open the Deployments tab

Navigate to the Deployments tab and select Email.
Agent settings with the Deployments tab selected, showing Email option
3

Enable email deployment

Toggle on Enable Email Deployment. This activates the Agent’s email address so it can receive and respond to messages.
Email deployment settings with the Enable toggle
4

Set the email address

Your Agent gets a dedicated email address like your-name@agents.cassidyai.com. The part before the @ defaults to your Agent’s name (e.g. sales-enablement@agents.cassidyai.com) and can be customized.
Using a custom email address (any value other than the Agent’s ID) restricts senders to members of your organization. The Anyone sender filter is not available when using a custom address, and with Specific Senders, only senders who are also members of your organization will be accepted. See Custom address and organization restrictions for details.
Email address field showing the editable name and @agents.cassidyai.com domain
5

Set the sender display name

Enter a Sender Display Name — this is the name that appears in the “From” field when the Agent replies. By default it uses the Agent’s name.
6

Choose who can email the Agent

Under Allow Emails From, select a sender filter:
FilterDescription
AnyoneAccept emails from any sender. Only available when using the Agent’s default ID-based address.
Anyone in OrganizationOnly accept emails from users who are members of your Cassidy organization
Users with AccessOnly accept emails from Cassidy users who have access to this specific Agent
Specific SendersOnly accept emails from addresses or domains you specify
Allow Emails From dropdown showing filter options
7

Add allowed senders (Specific Senders only)

If you selected Specific Senders, add the email addresses or domains that should be allowed. You can mix individual addresses (e.g. user@example.com) and entire domains (e.g. example.com).
Use a domain filter like example.com to accept emails from any address at that domain — no need to list every individual sender.
8

Configure reply behavior

Toggle Reply All on or off:
  • On (default) — replies are sent to all original recipients and CC addresses
  • Off — replies are sent only to the sender
9

Save your settings

Click Save Settings to activate the email deployment.

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How it works

When someone sends an email to your Agent’s address:
  1. Cassidy checks whether the sender is allowed based on your sender filter
  2. The Agent processes the email using its instructions, Knowledge Base, connectors, and capabilities
  3. The Agent sends a reply to the email thread with its response
  4. Subsequent replies in the same email thread continue the same conversation with the Agent
The Agent has access to the email subject, body, and supported file attachments.

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Custom address and organization restrictions

When you set a custom email address (any name other than the Agent’s ID), Cassidy automatically restricts senders to members of your organization. This means:
  • The Anyone sender filter is disabled — you must use Anyone in Organization, Users with Access, or Specific Senders
  • With Specific Senders, only senders who are also members of your organization can email the Agent If you need to accept emails from anyone (including people outside your organization), use the Agent’s default ID-based address.

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Use a custom domain with email forwarding

By default, email deployments use an @agents.cassidyai.com address. If you want emails sent to your own domain (e.g. ai-assistant@yourcompany.com) to reach the Agent, set up email forwarding from your mail provider. This is useful when you want:
  • A branded, professional email address your team already recognizes
  • To route existing email aliases or distribution lists to the Agent
  • To keep your internal email addresses visible to senders instead of a Cassidy address

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How it works

Your mail provider receives the email at your custom domain address, then automatically forwards it to the Agent’s @agents.cassidyai.com address. Cassidy processes the forwarded email the same way as a direct one — the original sender, subject, body, and attachments are all preserved.

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Set up forwarding

1

Copy your Agent's email address

In the email deployment settings, copy the Agent’s @agents.cassidyai.com address.
2

Create a forwarding rule in your email provider

Set up a forwarding rule that sends incoming messages to the Cassidy address you copied. The exact steps depend on your provider:
  • Google Workspace — Use routing rules in the Admin Console under Apps > Google Workspace > Gmail > Routing
  • Microsoft 365 / Exchange — Use mail flow rules (transport rules) in the Exchange Admin Center
  • Other providers — Look for “email forwarding”, “mail routing”, or “alias” settings in your provider’s admin panel
3

Send a test email

Send a test email to your custom domain address and verify the Agent responds in the email thread.

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Next steps

Build and configure an Agent

Create or customize the Agent behind your email deployment.

Deploy to Slack

Make your Agent available in Slack channels and DMs.

Deploy to Microsoft Teams

Add your Agent to Microsoft Teams.

Agent knowledge

Connect your Agent to your Knowledge Base for accurate, cited answers.