Overview
The Email channel turns incoming emails into conversations inside the platform. Your team replies from the same panel as every other conversation, with per-contact history, assignment, internal notes and automations β no need to open a separate email client.
There are two ways to connect: by forwarding (you redirect emails to an address generated by the platform) or by IMAP/SMTP (the platform reads from and sends through your own mailbox directly). Pick whichever fits your operation best.
Prerequisites
- An administrator profile to create the email inbox.
- A dedicated support email address (for example,
support@yourcompany.com). - For IMAP/SMTP mode: your mailbox server details (host, port, username and password or app password) and IMAP/SMTP access enabled at your provider.
Step by step
- Under Settings β Inboxes, create a new inbox and choose Email.
- Enter the name and the support email address.
- Choose the connection mode:
- Forwarding: the platform generates a receiving address. In your email provider, set up a forwarding rule from your support address to that generated address.
- IMAP/SMTP: enter the incoming (IMAP) and outgoing (SMTP) server details.
- Save and send a test email to the support address.
- Confirm the email shows up as a new conversation in the inbox and reply from there.
Settings & options
- Connection mode: forwarding or IMAP/SMTP, as chosen at creation.
- Outgoing server (SMTP): used to send replies from the platform with your address.
- Signature and identity: configure how your name and address appear to the recipient.
- Conversation threading: replies on the same subject/thread are grouped into one conversation.
Use cases
- Centralize email support alongside WhatsApp, website and social channels.
- Route messages from a corporate address (
support@,sales@) to the right team. - Apply automations and auto-assignment to incoming emails.
Tips, limits & best practices
- Prefer a dedicated support address so it doesn't mix with a personal inbox.
- On providers with two-step verification, use an app password for IMAP/SMTP.
- Test both sending and receiving before sharing the address with customers.
Troubleshooting
- Emails don't arrive: review the forwarding rule or the IMAP details; check the destination's spam folder.
- Can't send replies: verify SMTP host, port and credentials, and that the provider allows sending from external apps.
- Duplicate conversations: make sure only one forwarding rule is active for the address.