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Cara’s Email AI brings Copilot capabilities directly into your existing inbox—Gmail, Outlook, or any other provider—so you can collaborate without switching tools. Email AI can read full email threads, open attachments, and perform tasks using the context you provide.
You can ask Cara to do anything from you inbox that you could ask her to do via the Copilot.

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How It Works

You can interact with Email AI by:
  1. Forwarding an email to cara@inbox.getcara.ai and adding your instructions in the body.
  2. Replying to an existing thread and copying cara@inbox.getcara.ai.
Cara will process the email, review attachments, and execute your request just as Copilot would. Cara will respond directly in your inbox with the completed work, or any follow up clarifications that may be needed.
Cara will automatically create a service request for the task you ask her to do, and will mark it as complete if she is able to finish it successfully.

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Example Scenarios

  • Draft Email Response – “Draft an email confirming receipt of documents and outlining next steps.”
  • Create Quote Proposal – “Put together a quote proposal based on the attached quotes.”
  • Fill Out ACORD Form – “Fill out an ACORD form based on the client’s details in this email.”
  • Pull Customer Information – “Find this customer’s 2024 policies in my AMS and compare the information to the renewal quotes”
  • Update records and upload documents – “Upload this certificate to this client’s account and leave a note for their agent to review”
  • Trigger a Custom Preset – “Trigger [custom preset name] with the context in this email.”

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What Happens After You Send an Email

  1. Processing – Cara reads the thread and attachments for context.
  2. Execution – Cara performs the requested task.
  3. Tracking – All conversations involving Cara appear in the Email tab of your Cara Agency Portal.
  4. Completion – Cara replies in the same email thread with the completed output or next steps.