Email Interaction

concept brazil Updated Sep 10, 2026 1 min read email-as-an-interaction.md
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Like chat and phone channels, Email Interaction enables agents to manage email conversations with customers using interaction records. Agents can create cases when further investigation is needed. This approach reduces unnecessary cases and provides a consistent design for omnichannel interactions.

To enable Email Interaction for Customer Service Management (CSM), configure system properties and define flows for processing incoming emails. These flows determine how emails are converted into interactions and, if necessary, into cases.

Additionally, enabling notifications for interactions notifies agents about email responses received from customers, supporting timely responses to customer inquiries.

When a customer replies to an email thread linked to a closed interaction, the system automatically routes the reply to the correct open case or interaction. The system does not create a new interaction. For details, see Email reply linking for closed interactions.

Check your entitlements to determine whether you have access to generate AI summaries of email interactions on demand. For details, see AI summarization of email interactions.

Keywords Email Interaction for CSM
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