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GHL Nugget

Use the AI Agent Workflow Action to Sort Incoming Support Emails

The AI Agent workflow action reads each inbound email, picks one of the categories you defined, and tags the contact so your inbox sorts itself.

Receptionist wearing a headset taking a call at a computer
AI | | 1 min read | By Yaakov (Koby) Oranski, Certified GoHighLevel Admin

The AI Agent action in Workflows can read an incoming email and decide what it is. You give it a short list of categories, such as support ticket, customer, prospect, spam and high priority, and it applies a matching tag to the contact. It can also create a follow-up task based on what it finds.

This matters if a shared inbox is where leads and requests go to get lost. Once the tags exist, you can build Smart Lists from them: one for support requests, one for prospects, one for anything marked high priority. Your team opens a list instead of reading every message to work out what it is.

Two details make it work. First, the agent only knows what you pass in, so insert the email's subject and full body into the instructions using the workflow custom values. Second, write your categories as a closed list and tell the agent to choose exactly one. The Enhance Prompt option can help tighten your wording.

Before you rely on it, send a few test emails of each type and check that the right tags land on the right contacts. Your mailbox also needs to be connected through Email Two-Way Sync, and only supported incoming email conversations will show up in your CRM.

Prefer to watch? The 48-second version

Let GoHighLevel's AI Agent read each inbound email, pick a category, and tag the contact so your inbox sorts itself.

Watch it on its own page, with the transcript.

How to use it

  1. Settings > My Profile > Email Two-Way Sync: connect your Gmail or Outlook account.
  2. Automation > Workflows: create a workflow with the Inbound Email trigger and set your filters.
  3. Add the AI Agent action and list your categories, telling it to choose exactly one.
  4. Insert the email subject and full body into the instructions using workflow custom values.
  5. Send test emails of each type, then build Smart Lists from the tags the agent applies.

Who it helps

Service businesses and agency operators whose shared support or sales inbox gets more email than anyone can sort by hand.

Related: Routing emails with AI is one piece of a wider automation setup, and this service covers building and tuning those workflows.

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