What is CXassist and what does it do?

CXassist is an AI assistant for your inbox. After you train the AI with your own content, it will reference it in all responses to your prospects and customers, ensuring a timely and accurate response.

How does CXassist use AI to respond to emails?

We leverage the latest AI technology by allowing it to read and answer your emails the same way that a human would, based on the information you train it with. It has specific personas that it can leverage to provide a variety of approaches in its responses.

What are pre-set personas and how do they work?

There are 3 pre-set personas: Generalist, Support, and Sales. The Generalist will not have any specific approach to how it handles responses, and will be neutral in its disposition. The support persona will be more customer centric, empathetic and focused on the needs of the customer. The Sales persona will leverage sales best practices and direct the prospect or customer to action.

Do I need a credit card for the free plan?

You can sign up for a free account without needing to use a credit card.

How do I set up CXassist to manage my email account?

It’s simple! All you have to do is sign in with your Google or Microsoft account, provide permission when prompted, train CXassist with your business content, and turn it on. You can also change any settings you’d like before turning it on. You can also toggle it on and off at any time.

What email providers are supported by CXassist?

Today, we support Google, Microsoft and IMAP email accounts - both business and personal.

How do I train CXassist with my own training material?

You can upload your documents in PDF, Doc, TXT and CSV to train the AI.  We also support training the AI using your website URL and sent emails. Additionally, you can integrate your storage apps for a seamless experience.

Can CXassist handle multiple email accounts?

Each CXassist account can handle one email account. For example, you may have a single email account for support, such as support@company.com that you use for an entire department, which CXassist can support. Or, you can use your own individual account if you’d like to run it on your personal inbox.

Is CXassist capable of understanding and replying in different languages?

CXassist can understand and reply in over 50 languages.

What kind of analytics and reporting does CXassist offer?

We provide a view to all emails sent via CXassist, so you can monitor the details of its activity.

Can I set specific rules for how CXassist handles different types of emails?

Yes, you can. You have the ability to exclude certain domains, and also specific labels within your Gmail account. Excluding specific domains allows you to exclude your own company domain for example, so that you’re not using CXassist to respond to your coworkers. You also have ultimate flexibility with the support of labels -  you can create your own rules in Gmail that add a label to emails that meet your specific conditions, and have emails with those labels ignored. This ensure that you have ultimate control over how CXassist behaves.

How do I ensure that sensitive information in my emails is protected?

We only use your email information via API with Google, Microsoft and OpenAI, and do not sell or share your information. We abide by the privacy and compliance set by Google, Microsoft and OpenAI

What happens if CXassist receives an email that it cannot accurately respond to?

It will send it to the specific email address you’ve provided in the human override setting. It will forward the email to this specific address for notification and handling.

Can CXassist handle attachments in emails?

It cannot read attachments in email currently.

Can I integrate CXassist with other tools or services (e.g., CRM systems, ticketing systems)?

Today, CXassist only works with Instantly. But we're adding more integrations soon.

What if I want to reply to an email personally instead of using CXassist?

You can enable draft mode, which allows the AI’s response to be saved in the drafts folder first. You can then manually review and send the response when you’re ready.

How can I provide feedback on the responses that CXassist generates?

You can send feedback to support@cxassist.io

How is CXassist different from other email automation tools?

Other email automation tools still require you to do some drafting, proof-reading, and are not trained on your own content. CXassist cuts out the need to spend mental cycles on email, and instead frees you up to do your best work.

What are the system requirements for using CXassist?

A Google or Microsoft account, and a browser to set up your account.

Are there any limitations on the volume of emails that CXassist can process?

For personal accounts, we limit sending to 5,000 emails per month. For business accounts, we limit sending to 25,000 emails per month. If you need more volume than 50,000, please contact support@cxassist.io

How do I set up CXassist to manage my email account?

It’s simple! All you have to do is sign in with your Google account, provide permission when prompted, train CXassist with your business content, and turn it on. You can also change any settings you’d like before turning it on. You can also toggle it on and off at any time.

How can I ensure that CXassist’s responses reflect my brand’s tone and voice?

You can upload a style-guide or something similar that specifies the brand tone and voice in responses. You can also allow the AI to train using your previously sent emails.

What support options are available if I encounter issues with CXassist?

You can contact support@cxassist.io and we will work with you to resolve any issues.

How frequently is CXassist updated, and will I receive updates automatically?

Updates are made regularly, and you will receive any new product updates automatically as a subscriber.

How is the pricing structured for CXassist? Are there different plans available?

We have a free trial plan that allows for 50 emails so that you can trial the service, a personal plan designed for individuals and solopreneurs, and a business plan designed for entire departments (sales, support, or general).

Is there a trial period for CXassist? How do I sign up for it?

Yes! You can sign up for a trial by clicking here and selecting the “Free” plan

What is the cancellation policy if I no longer wish to use CXassist?

You can cancel at any time. There are no contracts.

Are there any training resources or documentation available for new users?

We’re on hand to do custom trainings if desired, and documentation can be found here in the resources section.

Can CXassist detect and filter out spam or malicious content?

CXassist is effectively immune to phishing attacks, as it will not click any malicious links or open attachments on its own.