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Tell Routario who you are

Agents spend their day reading your email and notes and turning the people in them into Contacts, tasks and follow-ups. To do that well, an agent needs one fact it can’t guess: which of these people are you?

Without it, your own team looks like everyone else. An agent reading your email sees your name on every thread and may propose a Contact for you, attach your own promises to your own record, or treat a colleague as a new lead. With it, the agent knows who it works for. Your commitments go on the customer’s deal, and your colleagues never become Contacts.

It takes a minute, and it is the single most useful thing to fill in before you turn on an agent that reads your email.

Where to find it

Section titled “Where to find it”

Go to Settings → Company. The About this workspace section holds three fields that tell Routario who “we” are:

  • Workspace company name: your own company.
  • Our email domains: one per line, or comma-separated. Anyone emailing from these is your own team.
  • Individual aliases (external collaborators): full addresses of people who work with you but use a personal or third-party address, such as a freelancer on Gmail.

The names of your people come from each person’s own Profile (first and last name), or from what an administrator entered when inviting them.

Only administrators can edit Settings → Company.

What your agents see

Section titled “What your agents see”

Every agent gets a short “About us” briefing on every run. Once these fields are filled in, it looks like this:

- Our own company: Acme Logistics s.r.o.
- Our email domains: acme.cz, acme-logistics.com — anyone at these is our own team, not a third party
- Also ours: petra.freelance@gmail.com
- Our people: Jana Nováková, Tomáš Dvořák

A few details:

  • Our people lists users who have a first or last name set. Accounts without one, like a service login used by an integration, are left out, so the list shows real people.
  • Each list shows at most 20 entries.
  • An empty field is simply left out, and the briefing is never blocked by a missing value.

A worked example

Section titled “A worked example”

Jana (jana@acme.cz) emails a customer: “I’ll send you the updated quote by Friday.” Your Follow-up keeper agent reads it.

  • Without your domains filled in, Jana is just another name in the email. The agent may propose creating a Contact for “Jana”, or put the follow-up task on a record for her.
  • With acme.cz listed, the agent knows Jana is one of yours. It creates the task “Send updated quote by Friday” on the customer’s deal, and Jana herself never becomes a Contact.

The Follow-up keeper also refuses to create or change a Contact from a bare first name. “Jakub” could be your colleague or a client with the same name, so it resolves the full name first, or leaves it.

Where to go next

Section titled “Where to go next”