Email assistant and handoff

Use the existing Beam assistant safely for email drafting, sending, qualification, and booking.

Safe starting mode

Live email sending starts disabled. The assistant may prepare drafts until the workspace owner explicitly enables autonomous sending. Configuration stays per client: knowledge, rules, office hours, qualification questions, calendar actions, and handoff conditions.

Reply safeguards

• One inbound email can create at most one assistant reply.
• New inbound activity cancels a stale queued reply.
• An uncertain send is never resent automatically.
• Human takeover pauses the assistant immediately.

Bookings

The assistant uses the workspace's verified calendar integration. Beam records the real appointment ID returned by the calendar. If the calendar does not confirm the appointment, the assistant must not claim it is booked and should hand the conversation to a person.