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This follows on from Distribution.

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Genie Mailbox

The Genie Mailbox card is the email inbox this Genie sends and receives from — the same mailbox summarized in the Mail tile on the Help Genie apps card. Use it to view the mailbox’s address and status, and to create, pause, or otherwise manage it.

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Conversation Reports

The Conversation Reports card controls the summaries and alerts your team receives after conversations. In view mode it shows whether reporting is on, who receives email summaries, and which notification channels are connected. Select Edit to:
  • Choose the reporting mode — Auto (Smart), Every conversation, Scheduled digest, Only when attention needed, or Off.
  • Manage Email Recipients — add or remove the email addresses that receive summaries.
Connected Notification Channels (such as chat and messaging platforms) each have an on/off toggle; these are set up first in Help Genie Sync.
Customers can also ask the Genie during a conversation to send them a copy of the report, and you can tailor the wording under Email Templates.

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Escalation Webhook

The Escalation Webhook card lets you trigger an outbound notification whenever your Genie escalates a conversation — for example to hand off to a human. Configure the webhook URL, an optional signing secret, and which payload fields to include; Send test event verifies your endpoint before you rely on it. Next, see Appearance & advanced settings for response tuning, conversation behavior, and integrations.