How to integrate

To integrate your email account, click the "Connect Mailbox" button. A board will then pop up.

After clicking "Connect" to proceed, select the email account you wish to link. Ensure you check the "Select all" box to allow CX Genie to function properly with your mailbox.

After that, a new box will appear.

There will be 3 sections that you need to know

Inbox Name:

Specify a name for your mailbox to manage it effectively. Note that this name will not alter any existing content in your mailbox.

Email Synchronization:

This section manages how your email data is synchronized from your inbox. You can select the synchronization period:

• 1 month

• 6 months

• 1 year

• No history

Access Permissions:

This section allows you to decide who in the workspace can view your email inbox. You can choose from the following options:

• Everyone

• Only me

• Specific member

After completing the process, you will see the status of your email account. There are three statuses you need to know: Integrated, Action Required, and Processing.

• Integrated: Your email has been successfully integrated.

• Processing: Your email is still being integrated.

• Action Required: Your email needs to be re-integrated.

You can also edit your email box name by clicking the pen icon on the right in the Action column

Here is the video that helps you integrate your email account to CX Genie: