While using the XTRF Email Assistant, all the data is processed by XTRF using a technology provided by Google. In turn, Google only uses the data from your emails during processing. According to the opt-in principle, no model is trained without the user’s consent.

Attachments from emails are downloaded only in case of positive classification (i.e., when an email is recognized as a new request that should be transformed into a Quote in XTRF). They are removed after being added to the newly created Quote. Attachment metadata (filename and ID of the message it belongs to) is stored for 72 hours and wiped out afterward.

Yes, all the emails are processed to be classified as a request or not. The email metadata (sender and subject) is stored for future reference. If an e-mail is classified as a request, it will be transformed into a Quote and stored in XTRF as a quote.

You can select a service that will be used in quotes based on emails from specified domains. To do so, perform the following steps:

1. Open your XTRF Email Assistant.

2. Scroll down and click the See more options… button at the bottom.

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An additional Configuration Options section will be displayed.

3. In the Fixed rules in use section, locate the When email is from domain… Then use the following Service for newly created Quotes section.

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4. Enter the email domain of your client.

5. Select the required service from the dropdown list.

6. Click the Submit button. Your new rule will appear at the top of the Fixed rules in use section.

You can configure XTRF Email Assistant to ignore emails from specified client domains. To do so, perform the following steps:

1. Open your XTRF Email Assistant.

2. Scroll down and click the See more options… button at the bottom.

An additional Configuration Options section will be displayed.

3. In the Fixed rules in use section, locate the When email is from domain… Then ignore the incoming emails section.

4. Enter the email domain of your client.

5. Click the Submit button. Your new rule will appear at the top of the Fixed rules in use section.

The XTRF Email Assistant processes the emails from the connected inbox only after you link the XTRF instance to it. To stop the email processing, unlink your instance from the Assistant.

You can also connect or disconnect your inbox using the built-in mechanisms provided by your email service (Microsoft or Google).

To learn more about those options, see the Manage the connection between your e-mail account and XTRF article.

To learn how to generate an API key (Access token), see the Generate an access token for the Home Portal API article.

Our Assistant can process e-mails in over 130 languages.