Email Flow

Getting Started Tutorial

Set up Email Flow in just a few minutes and start managing customer emails with AI

Installation & Setup

1

Install the App

Install Email Flow from the Shopify App Store. After installation, you'll be redirected to the app where you'll complete a quick onboarding wizard.

2

Complete Onboarding

Walk through the 4-step onboarding wizard that introduces you to Email Flow's key features: AI classification, customer context, smart replies, and analytics.

3

Connect Your Email

Navigate to Email Settings and enter your IMAP credentials. You'll need your email server address, port, username, and password. For Gmail, use an App Password if you have 2-factor authentication enabled.

Tip: Gmail Setup
For Gmail accounts, use imap.gmail.com as the server, port 993, and generate an App Password at myaccount.google.com/apppasswords. Make sure IMAP is enabled in your Gmail settings.
4

Wait for Initial Sync

After connecting, Email Flow will sync your recent emails. You'll see a progress bar showing the sync status. This usually takes 1-2 minutes depending on your inbox size.

Using the Inbox

5

Browse Classified Emails

Go to the Inbox page to see your emails automatically sorted by AI. Use the sidebar filters to view specific categories like Refunds, Shipping Issues, or Cancellations.

6

View Conversation Details

Click any conversation to see the full email thread. On the right sidebar, you'll see the customer's Shopify order history if they've made purchases from your store.

7

Generate AI Replies

Click the 'Generate Reply' button to get an AI-suggested response. The AI considers the email content, classification, and customer's order history to craft relevant replies.

Analytics & Settings

8

Monitor Performance

Visit the Analytics page to track your email volume, see classification breakdowns, and monitor response times. Use these insights to improve your customer support.

9

Configure Auto-Sort

In Settings, you can enable or disable automatic email sorting. When enabled, new emails are classified as they arrive.

10

Manage Your Plan

Check the Billing page to see your current plan, credit usage, and upgrade options. The Free plan includes 150 conversations; PRO offers 150 monthly credits plus add-on packs.

You're all set!
Email Flow is now ready to help you manage customer emails efficiently. If you have questions, check our FAQ or contact support.