How to Run a Shared Inbox With AI
The steps below are taken from each vendor’s help pages. We have not run them.
To run a shared inbox with AI, get the mail in, assign every email an owner, give your team AI summaries and drafts they review, and only then let AI answer the simplest questions itself. For a small team that wants an assistant working a company address, OpenAssistant is the lightest place to start. For queues and assignment, Help Scout and Front are built for it.
A shared inbox (support@, hello@, sales@) goes wrong in two ways: emails nobody answers because everyone thinks someone else will, and the same question answered five slightly different ways. AI helps with both. It can assign mail, summarize long threads, draft replies from your help docs, and in some cases answer simple questions itself.
This guide covers:
- OpenAssistant (made by the company that publishes this site), an assistant that can work from a mailbox on your company’s domain.
- Help Scout, with AI Drafts for your team and an AI agent called Scout.
- Front, with Copilot for your team and Autopilot for automated work.
The plan in four steps
- Get the mail in and decide who can see it.
- Assign automatically so every email has an owner.
- Give your team AI help with summaries and drafts they review.
- Only then, let AI answer the simplest questions on its own, with clear limits.
Do them in that order. Step 4 goes wrong when steps 1 to 3 aren’t settled.
Option 1: OpenAssistant (an assistant on your company address)
OpenAssistant’s executive assistant page describes “a real inbox, or an address on your company domain, so the people it writes to see a colleague.” (OpenAssistant)
- Give it a mailbox on your domain. A custom assistant can work from a mailbox on your company’s domain, which must be a real mailbox you can access and not already used by another custom assistant. (OpenAssistant)
- Check the plan. Its pricing page lists “Assistant email at your domain” and “Shared assistants” on the Pro plan. (OpenAssistant pricing)
- Control what it sends. Per-action approval settings apply to anything it sends, so set the email categories to Manual while you build trust. (OpenAssistant)
Where the others do better: OpenAssistant’s help docs don’t describe team assignment, routing or a shared queue, and Help Scout and Front have documented steps for all three.
Option 2: Help Scout
What it costs
Help Scout’s pricing page lists Standard at $25, Plus at $45 and Pro at $75 per user per month (Pro has a 10-user minimum), and a free plan with 5 users and 1 inbox. The page has a monthly and annual toggle, so check which you’re looking at. Its customer-facing AI is listed there as AI Answers (now called Scout) at $0.75 per resolution. (Help Scout pricing) AI Drafts and AI Summarize are documented for current Plus and Pro plans. The pricing page lists unlimited AI Drafts on Plus, but the AI Drafts help doc describes a 100-conversation trial and separate billing tiers on user-based plans, so check Your Plan > AI Drafts. (Help Scout, Help Scout)
Step 1: Create the inbox and forward your mail
- Go to Settings (gear icon), then Inboxes, and click New Inbox.
- Enter an Email address and Inbox Name. To use your own domain’s address, click add it here, enter it, click Send Code, enter the code and click Confirm.
- Set up forwarding at your email provider to the Help Scout inbox address (Help Scout), then click Send Test, the vendor’s button, to confirm mail arrives. Extra inboxes beyond your plan cost $12 a month, or $10 billed annually. (Help Scout)
Step 2: Assign automatically
- Go to Settings, Inboxes, choose your inbox, then Routing, and turn it on.
- Choose Round Robin (one by one) or Balanced (to whoever has the fewest open; Pro only, which has a 10-user minimum).
- Set an assignment limit, click Add Teammate to add people, and click Save.
Routing only assigns to teammates whose status is Active and who are under their limit. Plus has Round Robin; Pro has both. You need the Inbox: Manage Routing permission. (Help Scout)
Step 3: Turn on AI help for your team
- AI Drafts: the account owner turns on Enable AI Drafts under Your Plan > AI Drafts. Then, per inbox, go to Settings, Inboxes, your inbox, AI Drafts, turn it on, and choose a greeting and closing style and any help-doc sources. In a conversation, click AI Draft in the reply box, refine it, and click Insert. If the link doesn’t show, the inbox doesn’t have enough history yet; Help Scout says about 100 past replies are needed. (Help Scout)
- AI Summarize: click AI Summarize at the top of a long conversation. It doesn’t refresh on its own; click Update Summary after new replies. Summaries are always in English. (Help Scout)
- AI Assist: highlight text and click the sparkle icon to fix grammar, shorten, make it friendlier, or translate. (Help Scout)
Help Scout says OpenAI stores this data for up to 30 days and doesn’t train on it. (Help Scout)
Step 4: Let Scout answer simple emails (optional)
Scout is Help Scout’s AI agent, formerly AI Answers. It answers when it’s confident and hands off sensitive or complex questions. (Help Scout)
- Give it sources: Scout > Manage, Sources, Add Source (your help docs, website pages, or short text corrections). (Help Scout)
- Under Behavior, add Exclusions: topics it must hand straight to your team, such as refunds or legal questions.
- Preview its answers with Scout’s built-in preview: Scout > Test.
- Turn it on for an inbox: Settings, Inboxes, your inbox, Scout, then Enable. Start with Only customers matching these conditions so it answers a narrow slice first.
- Check results in Reports > Scout. (Help Scout)
Help Scout’s product page still marks Scout for email as “Coming Soon” while its help docs give these steps, so it may still be rolling out. (Help Scout)
Option 3: Front
What it costs
Front’s pricing page lists Starter at $25, Professional at $65 and Enterprise at $105 per seat per month, billed annually. Copilot (AI help for your team) is a $20 per seat add-on on Starter and Professional, included in Enterprise. Autopilot (automated AI work) is an add-on priced per conversation: $0.05 for triage, $0.39 for a handoff, $0.89 for a resolution. (Front pricing, Front, Front) Autopilot has a 30-day trial with up to 1,000 resolutions; if you don’t opt in to paid afterward, Autopilot rules, Playbooks and Resolve channels stop running. (Front)
Step 1: Create the shared inbox
- Click the gear icon and select the workspace.
- Click Inboxes, then Create shared inbox. Fill in the Inbox name, Access (whole workspace or Restricted), and leave Ticketing on if you want it. Click Create.
- Connect your email: Channels, Connect channel, pick the type, follow the steps, select the inbox, and click Continue.
(Front)
Step 2: Assign automatically
Rules are built on Front’s Rules and macros page (Front), and Front’s pricing page caps Starter at 10 automation rules. (Front pricing) Front offers two assignment styles. Round robin assigns to teammates who are online; if nobody is online, the email isn’t assigned and there’s no queue. Load balancing queues emails and assigns the oldest unanswered one when someone comes online. (Front)
Step 3: Turn on AI help for your team
- A company admin opens company settings, then Front AI, switches on the features and chooses inboxes, and clicks Save. (Front)
- Summaries (need the Copilot or Autopilot add-on): in workspace settings, on the Front AI tab, select inboxes under Enable in. Summaries appear once a conversation has four messages. For any conversation, use the three-dot menu and Summarize. Officially English only. (Front)
- Compose: click the sparkle icon in an email reply to fix grammar, change tone, shorten or translate. (Front)
- Copilot (add-on): click the Copilot icon next to the comment bar and ask it to draft a reply from past conversations and your knowledge base. Copilot can’t see your knowledge base until you connect it in Front AI settings. (Front)
Front says Copilot keeps a teammate in the loop, reviewing its output before anything is sent. (Front)
Heads up: Front’s older automatic “suggested replies” stopped being offered to new customers on October 6, 2026. Automatic drafts now come from an Autopilot AI agent. (Front)
Step 4: Autopilot (optional)
- Triage: in a rule, add a Branch with Autopilot step and ask a plain-English question, for example “Is this a billing question?”, then set what happens for each answer. (Front)
- AI agents: in company settings, Agents, Create agent, choose Autopilot as the AI engine, give it instructions, knowledge and tone, then create a rule that assigns conversations in your shared inbox to it. If you want drafts only, Front says to write that into the agent’s instructions; its docs don’t describe a separate switch. (Front)
Autopilot only works on shared inboxes. Unlike Copilot, it can write and send replies on its own. (Front)
Which one to use
| Help Scout | Front | |
|---|---|---|
| Starting price | Free plan; paid from $25/user/mo | From $25/seat/mo (annual) |
| Auto-assignment | Round Robin (Plus), Balanced (Pro, 10-user minimum) | Round robin or load balancing via rules |
| Summaries | Click to summarize (Plus, Pro) | Automatic after 4 messages, with Copilot or Autopilot |
| Drafts your team reviews | AI Drafts (Plus, Pro; needs ~100 past replies) | Copilot add-on, $20/seat |
| AI answers on its own | Scout, $0.75 per resolution | Autopilot agents, per-outcome pricing |
| Keep AI off sensitive topics | Exclusions list | Write it into agent instructions; Branch with Autopilot |
(Sources linked above)
Help Scout’s docs give the clearer end-to-end path, and its Exclusions list is an explicit way to keep the AI off topics like refunds. Front gives more control over complex routing through its rules, and suits teams that already work in Front. Both keep your team in charge of drafts unless you choose to switch on automated answers.
Related reading
- Best AI assistants for a 10-person team (7 compared): seven products compared on cost, admin controls and shared jobs.
- Best AI assistants with their own email address (7 compared): seven products with their own inbox, and the security questions that raises.
- Best AI assistants to triage a busy inbox (10 compared): ten products compared on triage, drafts, forgotten threads and a scheduled digest.
- How to Set Up an AI Receptionist for a Small Business: steps for OpenAssistant, RingCentral AI Receptionist, Quo Sona and Goodcall.
FAQ
How can AI help with a shared inbox?
It can assign mail, summarize long threads, draft replies from your help docs, and in some cases answer simple questions itself.
Which tool assigns emails automatically?
Help Scout offers Round Robin on Plus and both Round Robin and Balanced on Pro. Front offers round robin and load balancing through its rules. OpenAssistant’s help docs do not describe assignment or routing.
How do I keep AI away from sensitive topics?
In Help Scout, add Exclusions under Scout’s Behavior settings so topics such as refunds go straight to your team. In Front, write it into the agent’s instructions.
Will the AI send replies without a person checking?
Help Scout’s AI Drafts and Front’s Copilot keep your team reviewing drafts. Scout and Front’s Autopilot can answer on their own if you switch them on. In OpenAssistant you set per-action approval for anything it sends.
What does it cost?
Help Scout has a free plan, with paid plans from $25 per user per month. Front starts at $25 per seat per month billed annually, with Copilot a $20 per seat add-on. OpenAssistant lists “Assistant email at your domain” and “Shared assistants” on its Pro plan.
Try OpenAssistant
If your shared inbox is small and you want an assistant working a company address, Try OpenAssistant and keep sending on Manual at first. Plans are on the pricing page.
Sources
- Front help : shared inboxes https://help.front.com/en/articles/2057 ; Front AI features https://help.front.com/en/articles/1064512 ; summaries https://help.front.com/en/articles/1164608 ; Compose https://help.front.com/en/articles/2003 ; Copilot https://help.front.com/en/articles/4848832 ; suggested replies (legacy) https://help.front.com/en/articles/4848896 ; Autopilot https://help.front.com/en/articles/4890624 ; Autopilot agents https://help.front.com/en/articles/4919168 ; Autopilot in rules https://help.front.com/en/articles/3811840 ; round robin vs load balancing https://help.front.com/en/articles/1315904
- Front pricing: https://front.com/pricing
- Help Scout docs: mailboxes (846), email setup (830), routing (1739), AI Drafts (1570), AI Summarize (1505), AI Assist (1513), set up Scout (1795), introducing Scout (1796), linked in text
- Help Scout pricing: https://www.helpscout.com/pricing/
- Help Scout agent page: https://www.helpscout.com/agent/
- OpenAssistant help: custom assistant setup, autonomy settings; and the pricing page (links in text)