Email Dashboard

Connect your inbox, search and organize case correspondence, compose replies with case document attachments, and send when you are ready. The AI agent can read, tag, link, and draft — but you send mail from the dashboard.

Opening the Email Dashboard

• Keyboard: Press Ctrl+Shift+E
• Command Palette: Ctrl+Shift+P → "SafeAppeals: Open Email Dashboard"
• Activity Bar: Click the mail icon in the left sidebar

Connect Your Inbox

The primary way to use the Email Dashboard is to connect a real mailbox via Service Connections — SafeAppeals Cloud OAuth for Gmail, Microsoft 365, and similar providers. This is separate from signing in to SafeAppeals Cloud for AI credits; mail grants are added as service connections when you choose to connect.

1. Open SafeAppeals Settings or the cloud dashboard connections page
2. Choose Connect for your email provider (Google, Microsoft, etc.)
3. Complete OAuth in the browser and return to SafeAppeals
4. Open the Email Dashboard — synced threads appear for search and organization

Agent-Assisted Email

In Agent mode, the assistant uses built-in safeappeals_email_* tools to search threads, read messages, tag and link correspondence to cases, and create drafts. It cannot send email.

• Search and list threads across connected accounts
• Tag, hide, or link threads to the active case
• Create draft replies (can include attachments from workspace files)
• You open the draft in the dashboard, review, attach more if needed, and click Send

Full tool list: Agent Tools.

Compose, Attach & Send

When you compose or edit a draft in the Email Dashboard:

1. Write or refine your message in the inline editor
2. Click Attach to add documents from your case workspace (reports, letters, PDFs)
3. Review recipients, subject, and attachments
4. Click Send when ready — sending always requires your explicit action

Viewing & Searching

List View vs Compact View

Use the toolbar to switch between List View (full cards) and Compact View (single-line rows).

Each email card shows sender, subject, preview, case link, attachment indicator, and draft badge.

Search

Full-text search across subject, body, and sender. Click the search icon, type your query, press Enter.

Filter & Sort

Filter by case folder or tags. Sort by date (default newest first), sender, or subject.

Inline Draft Editing

Compose reply drafts directly within email cards — no extra windows.

Drafts auto-save as you type. Use the formatting toolbar for bold, italic, lists, and headings.

Draft Status Workflow

Version History

Every save creates a new draft version. Open History in the editor header to preview and restore prior versions.

Import .eml Files (Secondary)

You can also import archived messages without connecting a live inbox:

1. Open the Email Dashboard
2. Click Import Emails
3. Select one or more .eml or .pdf files

Imported mail is indexed locally. For ongoing correspondence, connecting your inbox via Service Connections is recommended.

Quick Actions

Data Storage

Connected and imported mail metadata is stored in a workspace-specific encrypted database under managed extension storage — isolated per case workspace.

Troubleshooting

Next Steps