> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/administration/settings/other-settings/working-with-email-assistant.md).

# Working with Email Assistant

The Email Assistant feature allows users to proceed process steps by replying to emails with step notifications.

Below are instructions for setting up Email Assistant in your organization.

## Enable Email Assistant in your organization

Navigate to the [Work-Relay Settings page](/administration/settings/work-relay-settings.md).

1. Go to the **Notifications Settings** subtab.
2. Check **Enable Email Assistant**.
3. Choose **Email Delivery Contact**.
4. **Save** settings.

![](/files/68d06e23083e1cb6de23df95a495da88a9b6e79b)

## Create new Email Service

Go to the admin page (Setup).

1. Open the **Email Services** tab in the **Custom Code** section.
2. Click the **New Email Service** button.

![](/files/bc7670101503abb3e5df96fe7c24761aa0b3ce71)

* Provide an **Email Service Name** value.
* Select **Workflow Email Assistant** as an Apex Class.
* Set **Active** to **True**.
* Check **Enable Error Routing** if you want to send notification error emails to the specified **email address** instead of the sender's email address.
* Leave other inputs with default settings and click **Save**.

![](/files/57bc7215021afed7d4eeed6b36d0711657499d01)

## Add Email Address under new email service

1. Go to Email Service.
2. Click the **New Email Address** button.

![](/files/1d36d5c0bea84592439366ea8d97797baf781381)

Save the new Email Address, then edit it:

* Choose a name for **Email address** for display.
* Set the **email address local** name. Salesforce will add the domain name part automatically.
* Check **Active**.
* Set the **Context User** under which the Apex class will run; it defaults to the current user.
* Set **Accept Emails From**. It can be a comma-separated list of addresses or domains; all addresses will work if you leave it blank.

Click **Save**.

![](/files/4725554bdcddefcd4e0eff3357ba625992111a2c)

## Run the process

Below is an example process setup:

![](/files/186e79e001f9300657aa9b5a16c7616dc3cefe08)

Once the process is started, the step assignee will receive a notification email extended with Email Assistant data instead of a standard Work-Relay notification:

![](/files/3df29d7cddfc167e007c2988b0a84c5441d83f79)

## Proceed process step

To proceed a step via Email Assistant, compose and send an email to the specified address. Additional Information for the Workflow Assistant feature contains the following data:

* **Service email** is the email address that should be used as an email recipient.
* **Command** indicates the action that needs to be executed. The first step in the process above has the **Decision** type, so you can use either the **Approve** or **Reject** command.
* **Token** is a unique identifier storing process data on cursor, step, user, etc.

### Copy Additional Information data, create a new email, and send it

1. Paste **Service Email** from the notification into the recipient input.
2. Paste the remaining information into the message body.
3. Send the email.

{% hint style="info" %}
For Decision steps, choose a single Command.
{% endhint %}

![](/files/c9cc283517627ecda2ea1b5a1f08a089d141d5d8)

After sending the above email, the user will receive an email confirming that the specified command was executed.