Introduction to Email Channel Integration

The Email channel is a core module of the SaleSmartly platform. It supports integrating all mainstream email accounts, enabling one-stop management of multi-email conversations, support agent configuration, and automation workflow linkage. After successful integration, you can receive and reply to emails directly on the platform without switching between email websites or clients.

 

1. Module Overview

1.1 Search Bar

Click the search bar at the top of the page to search by email address or notes. You can also quickly filter on the right by `status, assigned agents, and type`.

The top search bar supports searching by Email type, email account, notes, and status to help you locate accounts quickly.

 

1.2 Add Email Account

To integrate an email account, refer to `How to Integrate Email?` or click the `Add` button in the top-right corner of the list page.

 

1.3 Enable Email

After integration, emails are disabled by default. Toggle the enable switch to receive messages in real time. You may freely disable accounts you do not wish to receive emails from.

 

1.4 Assign Agents

After integrating an email, you can assign dedicated support agents for dedicated management of email conversations.
Steps:
a. Click the agent count in the **Assigned Members** column, or find the **Assign Members** button in the action bar on the right.
b. In the member assignment sidebar, manually check the member groups or individual members to assign.
c. Click **Confirm** to finish agent permission configuration.

 

1.5 Edit Automation

The Email channel supports binding existing platform automation workflows to integrated email accounts, supporting use cases such as **automatic replies, customer recall, and marketing outreach**.
Steps:
a. Click the number in the **Automation** column, or click the `・・・` menu in the action bar and select `Bind Automation`.

b. In the automation configuration sidebar, select the workflows to bind.

Tip: Turn on `Bind All Automations` to link all active workflows at once; new workflows will be auto-bound later.

c. Click `Confirm` to complete automation binding.