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Agent tools

Turn on Agent chat to let the chatbox execute actions across AcelleMail. The agent operates through the floating chatbox and targeted AI Assist · … pills on supported pages.

AI Assist pill vs AI Coach

  • AI Assist pill (relyweb-ai-pill): Opens the agent chatbox with current page context so the agent can perform actions.
  • AI Coach (relyweb-ai-coach-…): Opens an advisory panel providing tips without modifying data. See Coaches.

What the agent can do

With the matching capabilities enabled:

ToolAction
Read statsList, subscriber and campaign numbers
Import subscribers from a CSVBring contacts into a list
Tag / untag in bulkApply or remove a tag across many contacts
Create automations from presetsWelcome series, abandoned cart, win-back, birthday, post-purchase (look for AI Assist · Automations)
Pause / resume campaignsHold or restart a send
Duplicate templatesCopy a template to start a new one
Read & fill fields on the pageThe on-page co-pilot reads the form and, with confirmation, types values in

An AI Assist pill on an AcelleMail pageRelyAI → an "AI Assist · …" pill on the relevant page

The safety model

  • Confirmation first: Destructive operations (such as pausing active campaigns or bulk untagging) require explicit modal confirmation.
  • Protected fields: The form co-pilot blocks access to passwords, credit card numbers, CVVs, OTPs, and API keys.
  • Undo window: Reversible actions display an inline Undo button (or accept Cmd+Z) during the active undo window.
  • Comprehensive auditing: Every tool call is logged in the Audit Viewer with execution status, latency, and destructive-action filters.

You opt in, capability by capability

Each tool is governed by its own feature flag under RelyAI → Settings → Feature Flags:

  • Enabled by default: Reading list statistics, CSV subscriber imports, and bulk tagging.
  • Disabled by default: Campaign pause/resume, template duplication, and preset automation tools.

Configure flags according to your operational and security requirements.

Enforces AcelleMail permissions

The agent executes with the permissions of the authenticated user. RelyAI feature flags restrict access further and never escalate user privileges.

Documentation for the Relyweb app catalogue.