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📚 Documentation is in active development — pages marked TODO will fill out over the next few weeks.
ChannelsEmail (IMAP/SMTP)

Email channel

Two halves — IMAP for inbound, SMTP for outbound. Both must verify before the channel saves.

Connect

/dashboard/channelsConnect Email → paste:

  • IMAP host + port + username + password (or app password for Gmail / Workspace)
  • SMTP host + port + same credentials (often identical to IMAP)
  • Sender display name

The platform attempts a live login on both before saving. Mismatched creds → error inline.

Notes

  • Inbound polled every minute (configurable per agency)
  • Threads keyed by Message-Id + In-Reply-To headers — replies stay in the same conversation
  • Attachments arrive as media on the message
  • Outbound respects standard Reply-To so customer responses land back in the right thread
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