AI agents
Enable access and choose levels
Turn on AI agent access and choose, mailbox by mailbox, whether agents can read, organize and draft, or send.
Agent permissions are set in Heron, under Settings → AI agents on desktop and mobile. You can also adjust them on the authorization screen shown when you connect an agent.
Turn on AI agent access
The AI agent access switch is the master setting, off by default. While it’s off, no agent can access your email, whatever levels you chose. Allowing an agent from the sign-in screen also turns it on.
Good to know: if you see Available with Heron Pro instead of the settings, agent access isn’t open for your account yet. You can still see and disconnect agents that are already connected.
The four access levels
Under Access per mailbox, each mailbox has its own level:
| Level | The agent can… |
|---|---|
| No access (default) | nothing: the mailbox is invisible to it |
| Read | list, search and read emails, conversations, attachment text and contacts |
| Read + drafts and organizing | also: create and edit drafts, archive, move, mark read or unread, flag, pin, set aside, snooze, undo an action |
| Everything, including sending | also: send and schedule emails |
A mailbox added later always starts with No access.
Presets
Presets apply one level to all your mailboxes at once: No access anywhere, Read everywhere, Read + organizing everywhere or Allow everything. If you then change a single mailbox, the preset shows Custom.
Other settings
- Confirm before sending (on by default): every send requested by an agent waits for your approval. See Approve an agent’s sends.
- Show in sidebar: adds an AI agents entry below your folders, with sends awaiting approval.
Good to know
- Drafts created by an agent are saved in the mailbox’s real Drafts folder: you’ll find them in Heron and in any mail app.
- An agent’s organizing actions can be undone for 10 minutes.
- If an agent says an action was denied, the mailbox’s level doesn’t allow it: raise it if you want to.
Start small: Read is enough for a morning brief or a summary. See also Security best practices.