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Email is one of the most popular and effective customer service channels. With CloudCX Inbox, you can add your email accounts to Inbox to provide customer service in the email channel. After successfully connecting your email account, tickets are created for all incoming emails to the account, and the messages that you send out appear in the Sent folder of your email account.

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Currently, CloudCX supports four types of email accounts:

  • POP3 account: Post Office Protocol 3 (POP3) is one of the most common email account types. You can connect your email account with POP3 https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283141#Add-A- POP3 -%26-IMAP-account and SMTP configurations.

  • IMAP account: Internet Message Access Protocol(IMAP) is one of the most common email account types. You can connect your email account with IMAP https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283141#Add-A-POP3-%26-IMAP-account and SMTP configurations.

  • Office 365 account: Office 365 (also known as Microsoft 365) is a set of cloud-based applications and services provided by Microsoft, including Office, Exchange Online, and so on. A standalone Exchange Online email account is also supported. You can connect your email account with Office 365https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283141#Add-An-Office-365-account .

  • Gmail: Gmail is an email service provided by Google.You can connect your email account with Gmail https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283141#Add-A-Gmail-account .

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  1. Go to your CloudCX CX system CloudCX installation domain, and log in with the tenant admin account.

  2. From the left navigation menu, go to Inbox > Channels > Email.

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Add A POP3 & IMAP account 

Note: The steps to add IMAP are the same as POP3.

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  • Email Address: Input the address of the email account that you want to add.

  • Username: It might be the part of your email address before the @ symbol, or your complete email address.

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  1. Click on “Save” to finish this addition. Your POP3 / IMAP account is added to CloudCX, the added account will be listed on the Inbox > Channels > Email. Now, CloudCX will be able to receive or send emails from or to the connected POP3 / IMAP account.

Add An

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Prerequisites

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Office 365 account

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Step-by-Step Instructions

  1. Click on the “+” button and choose Office 365 from the dropdown list to add Office 365 account.

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  1. The added Office 365 account will be listed on the Inbox > Channels > Email. Now, CloudCX will be able to receive or send emails from or to the added Office 365 account.

Add A Gmail account

Prerequisites

To add a Gmail account, your CloudCX system administrator needs to complete the integration in the CloudCX admin system > Connector Hub Settings > Gmail. You can find more details about Integrate with Gmail Integrate with Gmail .

Step-by-Step Instructions

Note

If users receive this warning message, please contact your service provider.

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Add A Gmail account

  1. Click on the “+” button and select Gmail from the dropdown list to add Gmail account.

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  1. Choose Select an account to connect CloudCX.

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CloudCX Inbox supports multiple email accounts. When an agent reply to a visitor email, the Default email account is used as the scent email address.

  1. Go to your CloudCX CX system CloudCX installation domain, and login with the admin account.

  2. From the left navigation menu, go to Inbox > Channels > Email.

  3. Select an email account from the drop-down list as for Default email account.

  4. You can choose to turn on the Remove “Powered By xxx” in emails button, the text “Powered By xxx” will not be displayed in the replied email.

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Note

If users receive this warning message, please contact your service provider.

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