Gmail

Overview

The Google Mail integration connects nexos.ai with your Gmail so you can reference email content directly in your workspace. It helps you quickly summarize threads, pull context from past conversations, and draft clearer replies using the information already in your inbox.

Setting up the integration (as an admin)

1. Click on your Profile icon.

2. Go to Management -> Apps.

3. Find Gmail in the list.

4. Set the integration to Active (enabled).

After it’s enabled here, team members can connect their own Google accounts.

Connecting your account (as a member) from My Apps

1. Open Settings (select your email/profile at the bottom of the left sidebar, then Settings).

2. Select My Apps.

3. Find Gmail and select Connect.

1. You will be redirected to Google. Sign in if prompted.

2. Review the access request screen and select Allow to approve access.

3. Return to nexos.ai. Google Mail should now show as connected in My Apps.

Use Google Mail in Chat (turn it on for a conversation)

1. Open New Chat (or an Agent chat).

2. Click on a "+" -> Integrations.

3. Toggle Gmail on to use it in that conversation.

Use Google Mail in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Google Mail on.

4. Save your changes, then test the agent (for example, “Summarize the latest email thread with Acme” or “Find the last invoice email and pull the due date”).

Alternative (quick method) You can also tell the agent in plain language to add the Google Mail integration (for example, “Add the Google Mail integration for this agent”), and it will enable Google Mail for itself automatically so you can continue without leaving the conversation.