Using email interaction page

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • The email interaction page enables agents to view incoming and outgoing emails, attachments, work notes, and other related information in one location. Agents can review and respond to emails and resolve customer inquiries.

    The email interaction page consists of various sections.

    Figure 1. Email interaction page
    Email interaction page that displays the contact information and communication details.

    The email interaction page includes the following features:

    • Manage and send email responses to customers from a single location.
    • Use simplified filters , modeless dialog, and compact email header to keep the focus on email communication.
    • View the email conversation between the customer and the agent in the Activity stream that provides complete context.
    • Identify the most recent conversation using annotated new emails, the latest reply, and work notes.
    • Generate AI summaries of email interactions on demand. Summaries are also generated on transfer, reducing the need to read the full email thread. Check your entitlements to determine whether you have access to this feature.
    • Transfer AWA -routed email interactions to another agent or queue directly from the interaction page.

    The email interaction page includes sections such as Contact, Interaction form, Compose, and Activity stream, and the contextual side panel. For more information, see Email interaction sections.

    Agents can use the Contact component to do the following:
    • Search for a contact.
    • Add a contact.
    • Edit and save a linked contact record.
    • View a contact.