AI assistance, CRM conversion, read receipts and attachments

Understand Mailbox Exchange AI prerequisites

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Check every condition before AI use.

Audience: Mailbox Exchange usersPermission: Account Read where required and AI enabledModule v1.0.0

Jump to steps

Where to goAdmin Area → Mailbox Exchange → Inbox/Compose → AI

What this guide helps you do

Check every condition before AI use. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

Go to the exact navigation path shown above.
Select the authorised mailbox, message or configuration record.
Complete the fields or action described in this guide.
Save or submit once, then verify the resulting status and related record.

Fields and options

This workflow does not expose additional user-entered fields.

Rules and limits

Global AI enabled.
Account AI enabled.
Decryptable OpenAI key and supported model.
Message-based actions require Read.

Check it worked

The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

Use the exact authorised account, role and record before saving or sending.
Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

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