Example: support for an online store
You run an online store. Customers ask about products, delivery, and returns, but the answers are spread across product pages, an FAQ, and policy pages. You want your support mailbox agents to reference the same business information without copying it into each mailbox separately. In this example, you apply the store’s website to its workspace and add a branded signature to its support mailbox. A separate partnerships mailbox keeps its existing signature.Website context is shared across mailbox agents in the workspace. Selecting
mailboxes for a signature does not limit which agents can use the context.
Use separate workspaces for brands that need separate website profiles.
Before you begin
- Have a public website with the business information you want to use.
- Confirm you have admin access to the store’s Mermail workspace.
- Create a support mailbox or choose an existing one.
- If you want a branded email address, complete custom domain setup separately and verify that the mailbox receives email.
Set up the workflow
1
Analyze the store's website
Open the Customer Support page, enter
your public website address, and select Scan now.Use the website whose information should apply to this workspace. The scan
reads accessible public content, not private order records or customer
accounts.
2
Check the information customers rely on
Review the brand summary, contact details, and What Mermail learned.
Open Complete analysis details and compare important findings with
their source pages.For the store, check that delivery and return information matches the
published policies. Do not treat an absent policy as permission to offer
a refund or promise a delivery date.If more relevant documentation is discovered, use Run Detailed scan
when offered. A Partial result can still be useful, but it does not
confirm that every page or policy was included.
3
Apply the knowledge to the store's workspace
Select Use this in Mermail, sign in if needed, and choose the workspace
where you have admin access. Review any replacement confirmation before
proceeding.In Settings → Website context, confirm the website and enabled state.
The workspace’s mailbox agents can now reference its applied business
information. Applying context does not send a customer email or activate
the suggested signature.
4
Customize the support signature
In Settings → Website signature, select Edit signature. Review the
suggested contact details and adjust the wording for your support team.Select Save changes to update the preview. Under Apply to mailboxes,
select the support mailbox and leave the partnerships mailbox unchecked.
Select Review and apply and confirm any intended overwrite.Only the selected mailboxes receive this signature. Saving inside the
editor alone does not persist it; a successful Apply does. Reload settings
to check the saved version, then open a new compose in the support mailbox
to inspect the signature without sending a message.
5
Check the support knowledge before using it
In the support mailbox’s assistant, ask a factual question based on a policy
you reviewed. For example:Compare the answer with your current policy page. Check missing or outdated
details before using the information in customer communication. Website
context provides reference material, not access to an order’s status or
authority to approve a return.
Check the outcome
- Website context shows the intended store and is enabled in the correct workspace.
- Important business facts match the public source pages you reviewed.
- The support mailbox uses the applied signature in a new compose.
- Reloading settings retains the successfully applied signature.
- The unchecked partnerships mailbox keeps its own signature, while its agent still shares the workspace’s Website context.