AI & Integrations
AI Copilot
The AI Copilot is a chat interface built into the Cleanmails dashboard. It has full context of your workspace and can answer questions, provide analytics, and execute actions.
Setup
- Go to Settings → AI Settings
- Enter your Gemini API Key (get from Google AI Studio)
- Select a model (default:
gemini-2.5-flash) - Save
Available Models
| Model | Best For |
|---|---|
gemini-2.5-flash | Fast responses, good for most queries (default) |
gemini-2.5-pro | More detailed analysis, complex questions |
gemini-2.5-flash-lite | Fastest, lowest cost, simple queries |
What It Knows
The copilot automatically has context about your current workspace:
- All campaigns (names, status, stats)
- All lead lists (names, counts, validation status)
- All senders (emails, health scores, daily limits, warmup status)
- Recent performance (7-day sends, replies)
Example Questions
- "What's my reply rate this week?"
- "Which campaign is performing best?"
- "Are any senders unhealthy?"
- "How many leads do I have total?"
- "Suggest improvements for my Q2 campaign"
- "What's my open rate compared to industry average?"
Function Execution
The copilot can detect intent and execute platform functions automatically:
- "List my campaigns" → fetches and displays campaign data
- "Show sender health" → retrieves sender status
- "Overall stats" → calculates and shows performance metrics
- "Daily report" → generates a performance summary
Conversation history
The copilot maintains the last 40 messages per workspace. History is included in each request for context continuity. You can clear history from the chat interface.
Knowledge Base & Auto-Reply
You can configure a knowledge base that the AI uses to automatically draft replies to incoming emails. This is useful for handling common questions from leads without manual intervention.