Article: How to Establish Email Integration in the Smart Assist Channel (Gmail Only)

This Article offers a comprehensive, step-by-step guide for integrating Email into the Smart Assist Channel, specifically for Gmail.

#The Required Steps for Integration#

Navigate to Configuration - > Channels - > Emails

  • Go to the “Configuration” menu.
  • Select “Channels.”
  • Click on “Emails.”

Add a New Email Address

  • In the Email channel, click “Add New Email.”
  • Enter the required email address.

Generate the Password
Follow these sub-steps to generate the password:

  • Access Your Gmail Account
  • Open your Gmail account.
  • Click on your user profile, and select “Manage your Google Account.” You will be redirected to a new page.

Navigate to Security

  • Within this new page, go to “Security.”

Enable 2-Step Verification

  • Find “How you sign in to Google” and click on “2-Step Verification.”

Create an App Password

  • In the 2-Step Verification settings, locate “App passwords” and click on it.
  • Create a new “App name.”

Copy the Auto-Generated Code

  • After creating the app, you will receive an auto-generated code or password.
  • Copy this code.

Configure Incoming and Outgoing Mail Setup

  • Add the required details as shown in the provided screenshot for both “Incoming Mail Setup” and “Outgoing Mail Setup.”

Test the Connection

  • Click on “Test Connection” to verify that the test is successful.

#Reference Documentation#

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