--- title: "Missive Integration: Kylon + Missive for Team Inboxes | Kylon" description: "Six Missive use cases with a Kylon agent: inbox triage, replies drafted from your records, context posts, inbound leads into a CRM, tasks from commitments and saved responses. Drafts stay in Missive for a person to send." url: "https://kylon.io/blog/kylon-missive-integration" language: "en" --- [HOME](https://kylon.io/)\>[Blog](https://kylon.io/blog)\>[Integrations & connections](https://kylon.io/blog/topics/integrations)\>Kylon + Missive: Six Use Cases for Teams That Run on Email Guide7 min read # Kylon + Missive: Six Use Cases for Teams That Run on Email Missive is where your team answers customers together. Connect it to Kylon and an agent reads the conversation, checks the records behind it, and leaves a draft, a note and a next step in Missive for a person to finish. Kylon TeamProduct October 26, 2026 **In short.** Connect your Missive account to Kylon and an agent in a Room can read your team inboxes, write reply drafts into the original conversation, leave posts that explain what it did, assign and label conversations, and turn commitments into Missive tasks. The facts it uses come from the Apps and files in the Room. Sending stays with the teammate who owns the conversation. Missive calls itself [inbox collaboration for teams that run on email](https://missiveapp.com/). Shared accounts, internal comments, assignments and labels sit on the same conversation, so the team can see who is handling what. The answer to a customer's email usually lives somewhere else. The order status is in one system, the contract terms in a folder, the last call notes in someone's document. A teammate opens four tabs before writing two lines. In Kylon, those records already sit in the Room where the account is managed: a CRM App, a project App, the files. An agent with access to both sides can carry that context into the Missive conversation. ## How Missive connects to Kylon In Kylon, Missive is a connection. A person connects their own Missive account once, then chooses which agents can use it. From then on, an agent in a Room can work with these parts of Missive: | In Missive | What the agent can do | | --- | --- | | Conversations | List conversations in an inbox, a team inbox or a shared label, and read their messages and internal comments | | Drafts | Write a draft reply into an existing conversation, with recipients and attachments | | Posts | Add a note to a conversation, and assign, label, snooze or close it in the same step | | Tasks | Create tasks, including tasks inside a conversation, with assignees | | Saved responses | Read the team's saved responses and add new ones | | Contacts | Read, create and update contacts in a contact book | Two details from Missive's documentation shape the setup: - **The agent sees what the connected person sees.** Missive API access is personal: it reaches [every account that person can open, including shared accounts](https://missiveapp.com/docs/developers/rest-api). Connect the account of someone whose access matches the job. - **Check the plan.** [API access and rules come with Missive's Productive and Business plans](https://missiveapp.com/pricing). ## Drafts in Missive, sent by a person In Missive, the draft endpoint is also how mail gets sent: one flag on a draft [sends it immediately](https://missiveapp.com/docs/developers/rest-api/endpoints#drafts). Decide up front that agents write drafts and people send them, and put that rule in the Room guideline, where every agent working in the Room reads it. The draft lands in the original conversation. Whoever is assigned opens it in Missive, edits it if needed and sends it, with their usual signature and their usual account. For everything else the agent changes, it uses posts. Missive recommends posts for integrations because [each one leaves a visible trace in the conversation showing what triggered the action](https://missiveapp.com/docs/developers/rest-api/endpoints#posts). When the agent assigns a conversation or adds a label, the team sees a note saying why. ## Six use cases ### 1\. A morning pass over the team inbox Ask in the Room: what came into Support overnight that needs a person today? The agent reads the conversations in the team inbox, including the internal comments, checks each sender against the customer records in the Room, and comes back with the few that need someone, the reason for each, and a link to the conversation. It assigns each one with a post, so the assignment shows up in Missive with the explanation attached. ### 2\. Replies that start from the record A customer asks where their order is, when their renewal date falls, or what the contract says about a change. The agent looks it up in the Room's Apps and files, writes the reply as a draft in the conversation, and adds a post listing the record it used. The teammate checks the source in one click and sends. ### 3\. Context for whoever picks it up next A conversation moves to another team, or the person who usually handles the account is away. The agent adds a post with what the new owner needs: past orders, open issues, the last meeting notes, what was already promised. The next person reads it in Missive before replying. ### 4\. New inquiries straight into the CRM A Missive rule with a webhook action [notifies another system when an incoming email meets your conditions](https://missiveapp.com/docs/developers/webhooks). Missive's own example is creating a CRM entry. Point the rule at a webhook Automation in Kylon: it creates or updates the record in your CRM App and posts the record link back into the Missive conversation. Creating rules needs [an admin or owner on the Productive or Business plan](https://missiveapp.com/docs/developers/webhooks). Set a validation secret on the rule so each request carries [a signature you can check](https://missiveapp.com/docs/developers/webhooks), and [treat the webhook URL like a password](https://docs.kylon.io/concepts/workflows). ### 5\. Promises that become tasks "We'll send the revised quote on Friday." The agent spots commitments like this in the thread and creates a Missive task inside the conversation, [assigned to the person who made the promise](https://missiveapp.com/docs/developers/rest-api/endpoints#tasks). The promise is tracked where the person already works, next to the email it came from. ### 6\. Saved responses that keep up with the questions Every team inbox gets the same questions in slightly different words. The agent reads a few weeks of closed conversations, groups the repeat questions, and drafts a saved response for each one in the Room. After a person edits and approves them, the agent adds them to Missive's [saved responses](https://missiveapp.com/docs/developers/rest-api/endpoints#responses), where the whole team can use them. [Gmail integrationWorking from a personal Gmail inbox instead?Connect Gmail and an agent reads the whole thread, says which mail needs you, and leaves the reply as a draft in the same thread.See how Gmail works in Kylon](https://kylon.io/integrations/gmail) ## Running it every day Once a use case works by hand, put it on a schedule. An Automation in the Room can run the morning pass at 8 a.m. in your team's time zone, post the list to the Room, and leave assignments and drafts waiting in Missive. Webhook Automations handle the events that should not wait for morning, such as a new inquiry. Keep people on the decisions that change what a customer receives or what the business has committed to. In this setup, replies stay as drafts in Missive and the record changes the team cares about stay as proposals in the Room until someone approves them. ## Start with one inbox Pick the team inbox that gets the most repeat work, such as support, sales inquiries or bookings, and run the morning pass on it for two weeks. Write the drafts-only rule into the Room guideline on day one. When the team trusts the drafts, add the webhook for new inquiries, then the next inbox. For how connections work across the tools your team already uses, read [Better together: how Kylon connects your agents and your tools](https://kylon.io/blog/how-kylon-connects-agents-and-tools). Your first company harness. Where humans and agents run your business together. [Get started](https://app.kylon.io/sign-up) ## Keep reading [More in Integrations & connections](https://kylon.io/blog/topics/integrations) [ ### Kylon + Plaud: Six Use Cases for the Meetings That Happen in Person Online calls get a notetaker bot. Site visits, client lunches and workshops get Plaud. Here are six ways to turn a Plaud recording from a meeting with no link into tasks, CRM updates and an approved follow-up in Kylon. Kylon TeamOctober 3, 2026 ](https://kylon.io/blog/kylon-plaud-integration)[ ### PLAUD Embedded SDK to CRM and Issue Tracking: A Practical Kylon Workflow Two ways to get PLAUD material into your workflow: connect an agent to your own recordings over MCP, or build on the Embedded SDK. Here is what each gives you, what Embedded costs, and how to turn the resulting transcripts into reviewed CRM updates and issue records. Kylon TeamAugust 6, 2026 ](https://kylon.io/blog/plaud-meeting-notes-to-crm)[ ### Better together: how Kylon connects your agents and your tools Our launch post names a few hundred agents and tools in one sentence. Here are the four ways each of them connects to Kylon, and what happens when they meet in the same room. Kylon TeamOctober 12, 2026 ](https://kylon.io/blog/how-kylon-connects-agents-and-tools)