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Email Replies Quick Start Guide

Get up and running with Fabius email replies in just a few minutes. This guide covers the essential steps to start using AI-powered email assistance.

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5-Minute Setup

Important: You must complete BOTH steps below for email replies to work properly:
  1. Connect Gmail in Fabius (for server-side email processing)
  2. Install the Gmail Add-on (for viewing drafts in Gmail)

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Step 1: Connect Gmail in Fabius

  1. Log in to Fabius at app.fabius.io
  2. Go to Settings → Integrations
  3. Find Gmail and click Connect
  4. Authorize Fabius to access your Gmail account
  5. Wait for the connection status to show “Connected”

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Step 2: Install Gmail Add-on

  1. Go directly to Fabius in Google Workspace Marketplace
  2. Click Install
  3. Accept the required permissions
  4. The Fabius icon will appear in your Gmail sidebar
Important Notes:
  • Fabius is not yet searchable in the marketplace, so you must use the direct link above
  • If you see “Access Denied” or cannot install, contact your Fabius representative to request access
  • During beta, installation permissions are granted on a per-user basis

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Step 3: Authenticate in Gmail

  1. Click the Fabius icon in Gmail
  2. Click “Sign In” when prompted
  3. Complete authentication with your Fabius account
  4. Return to Gmail

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Step 4: Track Your First Email

  1. Open an email from a CRM contact
  2. Click the Fabius icon
  3. If not tracked, click “Track Email”
  4. Future emails in this thread will generate drafts

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Step 5: Use Your First Draft

  1. When a new email arrives, wait 1-2 minutes
  2. Open the email and click Reply to open Gmail compose
  3. Click the Fabius compose action to open the compose modal
  4. Review Alternate Versions and click “Update Current Draft” to insert
  5. Edit and personalize before sending
Note: When inserting a draft via the compose modal, the draft includes a helper line that says “DELETE EVERYTHING BELOW THIS LINE”. Remove that line and anything below it before sending. (Drafts created server‑side by Fabius do not include this helper line.)

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Key Features at a Glance

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📧 Email Drafts

  • 1-2 drafts generated per email
  • Style rules applied for consistency
  • Knowledge documents referenced for accuracy

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✅ Task Creation

  • Action items identified from emails
  • Basic task tracking in the add-on
  • Manual completion tracking

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📚 Knowledge Integration

  • Relevant documents selected automatically
  • Quotes extracted for context
  • Accurate responses based on your content

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🎯 CRM Integration

  • CRM contacts only receive draft responses
  • Internal emails excluded automatically
  • Email tracking required for drafts

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Essential Tips

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For Best Results

  1. Keep Knowledge Documents Updated
    • Accurate product information
    • Current pricing details
    • Common questions and answers
  2. Configure Your Style
    • Open Emails Settings → Style Rules and click “Generate from my emails”
    • Set tone preferences
    • Add common phrases
    • Define email structure
  3. Review Before Sending
    • Always check generated content
    • Add personal touches
    • Verify facts and figures
Reduce Noise: Set up email exclusions to prevent drafts for automated emails like GitHub notifications, Slack alerts, and marketing messages. This keeps your drafts focused on real customer conversations.

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Common Use Cases

Customer Questions
  • AI drafts response with relevant information
  • References your knowledge documents
  • Add specific details before sending
Follow-up Emails
  • Drafts reference thread history
  • May create tasks for action items
  • Personalize with current status
Information Requests
  • Pulls data from knowledge base
  • Provides accurate product details
  • Include additional context as needed

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Need Help?

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Quick Fixes

Not seeing drafts?
  • Verify sender is in your CRM
  • Ensure email thread is tracked
  • Wait up to 5 minutes for processing
  • Check Gmail connection in settings
Wrong information?
  • Update knowledge documents
  • Create or modify style rules
  • Use “Additional Context” for new draft
Tasks not appearing?
  • Not all emails generate tasks
  • Tasks based on email content
  • Refresh add-on to see updates

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Resources

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Next Steps

Ready to dive deeper? Explore these guides:
  1. Gmail Integration - Advanced add-on features
  2. Writing Effective Replies - Optimization techniques
  3. Managing Tasks - Task workflow mastery
Key Requirements:
  • Both Gmail connection AND add-on must be set up
  • Drafts only generated for CRM contacts
  • Processing takes 1-2 minutes on average