✅ 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:
Zeplyn automatically syncs your Outlook or Gmail account.
Email messages are indexed and associated with matching client profiles.
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
Go to Settings → Email Integration
Connect your Outlook or Gmail account
Review permissions and authorize
Return to client profiles to begin viewing emails