Setting up an email gateway connects your email account to Spinoco so your team can manage incoming messages as requests. Use this guide to learn how to connect an email account using a standard IMAP/SMTP mail gateway.
If you use Gmail or Outlook/Office 365, see the dedicated setup guides: Authorize Gmail or Authorize Outlook.
Note: You must have administrator access to complete these steps. If you do not see the Settings tab, contact your Spinoco administrator.
- Select the Settings tab, then click the phone icon in the left sidebar to open the Gateway Settings screen.
- Click the blue + button.
- Select Mail gateway, give the gateway a name, then enter your SMTP and IMAP addresses and ports.
Add an email account
- On the account settings screen, fill in the required fields:
- Username — your full email address
-
Password — your email password for IMAP/SMTP login
- (Optional) Fill in the following optional fields:
- Send label — the display name shown to recipients on outgoing emails
- Workspace — the workspace under which incoming requests will be assigned
- Skill — the skill tag applied to emails received through this account
- Click Verify. When Spinoco confirms the connection, click Done.
- Click Save on the Email Server Settings screen to complete the setup.
Your email gateway is now ready, and your email account is active in Spinoco.
To set up advanced email settings, see our Configure advanced email settings guide.