Setting up AI categories
Pick a template for your business, tweak the categories, and let LetterLeaf sort your mail.
Run the setup
Go to Account → AI Category. Accounts that still need setup are listed under Unconfigured. Click Configure.
Business Type: choose the template closest to what you do, for example SaaS, E-commerce, Law Firm, Real Estate, Consulting, or Personal. Each template comes with ready-made categories. Pick Custom Setup to start from a blank list.
Customize: rename, add, or remove categories so they match how your mail actually looks. Give each one a short description; the AI uses it to decide where an email belongs.
Review, then Finish.
The first time you save, LetterLeaf immediately organizes the emails it already imported. You’ll see Organizing your inbox for a few seconds, then the category chips appear in your mail list.
Changing categories later
Open Account → AI Category, click Manage on the account, and use Add Category or edit the existing ones. Colors come from a fixed palette so they stay readable, and the Other category is always kept as a fallback. Click Run Setup Again to start over from a template.
Only the person who connected an inbox can change its categories. Inboxes shared with you show a Shared chip.
Still need help?
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