AI assistance, CRM conversion, read receipts and attachments

Understand invalid AI actions

This guide explains that supported action names. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Mailbox Exchange usersPermission: AI enabled and account accessModule v1.0.0
Jump to steps
Where to goMailbox Exchange AI endpoint — no separate menu route

What you’ll accomplish

Know supported action names. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

  1. Go to the exact navigation path shown above.
  2. Select the authorised mailbox, message or configuration record.
  3. Complete the fields or action described in this guide.
  4. Save or submit once, then verify the resulting status and related record.

Fields and options to review

This workflow does not expose additional user-entered fields.

Rules the system enforces

  • Accepted: suggest_reply, improve_message, summarize_email, classify_email, refine_reply.
  • Unsupported action rejected.

How to confirm it worked

  • The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

  • Use the exact authorised account, role and record before saving or sending.
  • Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
  • Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
  • Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.