Email Integrations
Connect your email provider to enable automated email responses and tracking.
Supported Providers
Gmail
Full integration with Google Workspace including labels, filters, and search.
Features:
- Automatic email responses
- Gmail labels/tags
- Email threading
- Attachment handling
- Search and filters
Setup:
- Click "Connect Gmail" on Integrations page
- Sign in with your Google account
- Authorize required permissions
- Configure label settings
- Test connection
Outlook
Microsoft 365 integration with categories and rules.
Features:
- Automatic email responses
- Outlook categories
- Email threading
- Attachment handling
- Folder management
Setup:
- Click "Connect Outlook" on Integrations page
- Sign in with your Microsoft account
- Authorize required permissions
- Configure category settings
- Test connection
IMAP/SMTP
Connect any email provider using standard protocols.
Features:
- Basic email send/receive
- Folder access
- Attachment support
Setup:
- Enter IMAP server details
- Enter SMTP server details
- Provide credentials
- Test connection
Configuration
Email Settings
Sending Preferences:
- From name
- Reply-to address
- Signature
- Default subject line
Receiving Preferences:
- Folders to monitor
- Spam filtering
- Auto-archive rules
Labels/Categories
Configure automatic labeling:
- Bot-handled emails
- Lead inquiries
- Appointments
- Follow-ups
- Urgent messages
Best Practices
- Use dedicated email - Consider a dedicated email for bot responses
- Monitor regularly - Check bot-handled emails periodically
- Set up filters - Use filters to organize bot emails
- Test thoroughly - Test email responses before going live
Troubleshooting
Emails Not Sending
- Check SMTP settings
- Verify credentials
- Check sending limits
- Review spam filters
Emails Not Receiving
- Check IMAP settings
- Verify folder access
- Check filters
- Review permissions