Connect your email inbox

Open Settings, then Inboxes, in Workspace. Click Add Inbox to open the email channel selection page. If you use Google or Microsoft email, choose the matching channel and bind it directly. If you don’t, or you want another email provider, choose Other Providers. Enter a channel name for display and your email address, then create the email channel.

Next, assign the agents who will handle messages on this channel. Your email channel is now set up, and you can already send and receive customer email through it.

Note: so far, Chatips is forwarding mail for you, which uses your email quota. If you send and receive mail often, click More settings, open the Configuration tab, and turn on SMTP so you can use your own mail service. For the exact SMTP fields, check your email provider’s documentation. In most cases you need to enable SMTP with the provider first to get those settings.

After SMTP is configured, send and receive will go through your own SMTP service and won’t use your Chatips email quota. Binding Google or Microsoft email—as mentioned at the start of the video—also won’t use your email quota.