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Support Center / Workpaper Agent / Communication
Connect email conversations to Workpaper Agent so messages and attachments can sync into a workbook thread and be added to agent chat as context.
Step 1
Start from Workpaper Agent so the email thread address is created for the correct workbook.
Step 2
Use Templates to find the workbook where you want to connect email communication.
Step 3
Select the specific template or workbook that should receive the synced email thread.
Step 4
Use Threads and Link to start creating a communication address for the workbook.
Step 5
Select the email option so Workpaper Agent creates a reply address for the workbook thread.
Step 6
Customize the generated address when you want a recognizable reply address for the email thread.
Step 7
Edit the address before creating it so collaborators can identify the workbook thread more easily.
Step 8
Use a 4 to 12 character suffix with letters or numbers for the custom reply address.
Step 9
Create the reply address after confirming it points to the right workbook thread.
Step 10
Copy the generated address so it can be included in the email conversation you want to sync.
Step 11
Add the Workpaper Agent reply address to the email conversation so future messages sync into Truewind.
Step 12
Back in Workpaper Agent, email threads are grouped by subject inside Threads.
Step 13
Select the synced email subject to review the messages and attachments that came from email.
Step 14
Confirm the email messages and attachment details are available before adding context to Chat.
Step 15
Add the email attachment when the agent should use the file as prompt context.
Step 16
Switch to Chat to review the context added from the email thread.
Step 17
Confirm the attachment appears in the Chat context dropdown before prompting the agent.
Step 18
Add a synced email message when the agent needs that message as additional context.
Step 19
The selected email message is sent as a reference so the agent can use it while processing the prompt.
Email Threads connects email conversations with Workpaper Agent so teams can keep workbook communication, attachments, and agent context in the same place. After the reply address is added to an email conversation, messages sync into the workbook thread.
Create the reply address from the correct workbook, include it in the intended email conversation, and add only the email messages or attachments the agent should use as prompt context.
Email Threads syncs messages from an email conversation into the linked Workpaper Agent thread when the Workpaper Agent reply address is included in the conversation.
Yes. You can add a synced email attachment or message to Chat so the agent can use it as prompt context.
Create and use the reply address from the workbook that should receive the synced email conversation.
Custom reply address suffixes must use 4 to 12 letters or numbers.
Confirm the Workpaper Agent reply address was included in the email conversation and that new messages were sent after the address was added.
Open the synced email thread and use the Add to Chat action for the specific attachment or message before prompting the agent.
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