Setup Auto Reply on Zoho Mail Using Pabbly Connect and AI Agent

Learn how to set up auto replies on Zoho Mail using Pabbly Connect and an AI agent. This detailed tutorial guides you through the integration process step by step.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Auto Reply Setup

To set up auto replies on Zoho Mail using Pabbly Connect, first, access the Pabbly Connect website at Pabbly.com/connect/inr/. This platform enables seamless integration between various applications, including Zoho Mail and AI agents.

After navigating to the website, you need to sign in to your Pabbly Connect account. If you are a new user, you can easily sign up for free and enjoy 100 tasks per month. Once signed in, you will see the dashboard displaying all available Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Enter ‘AI Agent to Auto Reply on Zoho Mail’ as the workflow name.
• Select a folder from the dropdown where you want to save this workflow.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your workflow with two main components: Trigger and Action. The trigger will initiate the process whenever a new email arrives in your Zoho Mail account.

3. Setting Up the Trigger for Zoho Mail

For the trigger, select ‘Zoho Mail’ as your application. The trigger event should be set to ‘New Email’. After selecting these options, Pabbly Connect will provide you with a unique webhook URL that is essential for connecting Zoho Mail with Pabbly Connect.

• Copy the provided webhook URL.
• Log into your Zoho Mail account and navigate to Settings.
• Go to Integration and Developer Space, then select Webhooks.

In the Webhooks section, create a new configuration by clicking on ‘Create New Configuration’. Fill in the necessary details, including the webhook URL you copied earlier. This setup allows Zoho Mail to communicate with Pabbly Connect, ensuring that every new email is captured and processed.

4. Filtering Emails for Auto Replies

After setting up the trigger, the next step is to filter incoming emails to ensure that auto replies are sent only for specific inquiries. In the action step, select ‘Filter’ as the action application. The action event should be set to ‘Filter Values’.

Choose the subject line of the email as the filter label. Set conditions for keywords like ‘inquiry’, ‘feedback’, and ‘problem’ to identify relevant emails. Click on ‘Save and Send Test Request’ to confirm the filter setup.

This filtering ensures that only emails matching your specified criteria will trigger the auto reply process, enhancing the efficiency of your communication through Pabbly Connect.

5. Generating and Sending Auto Replies Using AI

To generate the auto replies, select ‘Open AI’ as the next action application. The action event will be set to ‘Chat GPT’. You will need to connect your Open AI account by providing the API token. This token allows Pabbly Connect to access AI capabilities for generating responses.

Create a new secret key in your Open AI account to obtain the token. Map the email body and subject from the previous steps to generate a relevant response.

After generating the reply, add another action step and select ‘Zoho Mail’ again to send the email. Fill in the recipient’s email address, subject, and body using the mapped data from the AI response. Click on ‘Save and Send Test Request’ to complete the setup. This integration allows you to automate replies effectively, ensuring timely communication with your clients through Pabbly Connect.

Conclusion

In conclusion, setting up auto replies on Zoho Mail using Pabbly Connect and an AI agent streamlines your email communication process. By following the steps outlined, you can ensure that inquiries are promptly addressed, enhancing customer satisfaction and saving valuable time.