Connect customer email
Forward your business inbox to Yesoma so every customer email becomes an inquiry, ready to triage and reply.
Forward your business email to Yesoma and every message becomes an inquiry — with the sender turned into a customer record and an AI draft ready to send back.
How it works
You don't change your business email address. You forward it. Customers still email hello@yourbusiness.com (or whatever you use). Your email provider sends a copy of every incoming message to your unique Yesoma address. Yesoma turns it into an inquiry in the inbox.
Set it up
- Open Settings → Channels → Customer email.
- Either pick a branded handle (e.g.
yourbusiness@getyesoma.com) or use the unguessable backup address Yesoma generates for your workspace. - Copy that address.
- In your email provider, set up forwarding from your business email to that address. Provider-specific steps are in Email forwarding setup.
- Send yourself a test email to your business address. Within a few seconds, you should see the new inquiry appear in Yesoma's Inbox.
What Yesoma reads from the email
- Subject becomes the inquiry subject.
- Body is parsed into the customer message; quoted/forwarded chunks are trimmed.
- From becomes (or matches) the customer record by email address.
- Attachments are stored on the message.
If the same email address has written before, the new message attaches to the existing customer — so you get full history on the customer record.
Reply from Yesoma
The AI draft is ready as soon as the inquiry arrives. Edit it, hit Send reply email, and Yesoma delivers the message — your business email stays as the visible sender. The customer sees a reply from your business, not from Yesoma.
Troubleshooting
- No inquiry showing up? Send a fresh test from a different inbox (not from the same account that forwards). Some providers skip forwarding mail you sent to yourself.
- Replies coming back blank? That can happen when the customer's email had no body or only an image. Yesoma will still create the inquiry and ask the customer to resend.
- Spam in the inbox? Forwarded mail keeps the original sender, so spam can land. Use the inbox's snooze and close-case actions to clear noise.
Related
- Email forwarding setup for Gmail, Workspace, Outlook, iCloud, and Fastmail
- Connect a website form
- Build your Business Brain
More in Channels
- Setup10 min
Connect a website form
Point any contact form at Yesoma's inbound endpoint so submissions land in the inbox as inquiries.
Read guide - Setup5 min
Connect WhatsApp to Yesoma
Request an assisted WhatsApp Business connection, follow eight clear setup stages, and know when to send the verification message.
Read guide - Beginner4 min
Reply to a WhatsApp customer
Review, edit, save, and send a WhatsApp reply from the Inbox without losing your approved draft.
Read guide - Beginner5 min
Why can’t I send a WhatsApp reply?
Match the message in Yesoma to the safe next step when a WhatsApp reply is unavailable or uncertain.
Read guide - Beginner4 min
Understanding Sent, Delivered, and Read
Understand WhatsApp delivery states, including what to do when a result is uncertain.
Read guide - Setup3 min
Pausing and resuming WhatsApp replies
Pause outgoing replies while messages keep arriving, then resume safely when your team is ready.
Read guide - Beginner4 min
WhatsApp privacy and security
Learn what Yesoma checks before sending and which connection details remain restricted.
Read guide - Beginner5 min
Use WhatsApp click-to-reply
Reply to WhatsApp leads in one tap — Yesoma opens the chat with your draft pre-filled.
Read guide - Setup10 min
Connect Calendly
Pipe Calendly bookings into Yesoma: each booking becomes a customer, a logged event, and an automatic post-meeting follow-up.
Read guide - Beginner4 min
Managed Messaging overview
Understand assisted channel setup, honest readiness states, and which messaging options are available today.
Read guide - Beginner4 min
WhatsApp setup status
Follow all eight assisted setup stages and understand Connected, Receiving only, Replies paused, and other safe states.
Read guide - Beginner3 min
SMS setup status
How SMS is set up for you through Managed Messaging, and what happens before it goes live.
Read guide - Beginner3 min
Click-to-reply vs assisted vs connected
Compare replying from your own app, requesting assisted setup, and using a fully connected channel.
Read guide - Beginner3 min
What happens after I request setup
Follow the eight customer-visible stages from Request received to Setup complete, including the message verification step.
Read guide - Beginner3 min
Instagram, Messenger & TikTok
Honest status of social channels: Instagram + Messenger early access, TikTok waitlist.
Read guide
Was this article helpful?
If something was unclear or missing, tell us and we'll fix it.
Still stuck?
We'll help you get this working. Send us a message, or ask about Managed Setup.