Guides

Mailboxes

Prerequisites and Important Notices

Before beginning the email integration process, please review these critical requirements:

1. Email Archiving Requirement

  • CRITICAL: Archive all existing emails from your inbox before connecting your mailbox to Zowie
  • Failing to empty your inbox will result in all historical emails being uploaded to Zowie and treated as new
  • For Microsoft Outlook in browser: Use Microsoft's archiving instructions
  • For other email providers: Move existing emails to a folder other than the inbox
  • Confirm with your Customer Success Manager that your inbox has been emptied before proceeding

2. Security and Compliance Requirements

  • Verify with your IT department that connecting your mailbox to a third-party service is allowed by your company's security policies
  • Ensure you have appropriate administrative permissions to establish the connection
  • For business email accounts, you may need approval from your system administrator

3. System Requirements

  • You must be a Zowie Inbox customer to use email automation capabilities
  • Support for other platforms (Zendesk, Dixa, Salesforce) is coming soon
  • A stable internet connection is required during the setup process

4. Required Information

  • Email address and password (or ability to authenticate via OAuth)
  • For manual configuration: IMAP/SMTP server details from your email provider
  • Queue information for routing unautomated emails

Accessing the Email Configuration Settings in Zowie Inbox

To begin setting up email automation in Zowie:

  1. Navigate to Inbox > Settings > Mailboxes
  2. Click the + Add mailbox button to start connecting a new email account

Methods for Connecting Email Mailboxes

Zowie currently offers two primary methods for connecting email mailboxes:

1. Microsoft OAuth Integration

For Microsoft Outlook/Exchange accounts:

  1. Select Sign in with Microsoft in the connection tab
  2. Follow the Microsoft authentication prompts
  3. Grant the necessary permissions for Zowie to access your mailbox

2) Manual Configuration

For other email providers or advanced setup:

  1. Select Sign in with credentials and custom config
  2. Complete the required fields for your email provider:
    • IMAP server and port
    • SMTP server and port
    • Email address
    • Password or app-specific password
    • Security settings (SSL/TLS)

Required Credentials and Permissions

To successfully connect an email mailbox to Zowie, you'll need:

  • Email address: The address that will be connected to Zowie
  • Authentication credentials: Password or OAuth access
  • Server information: For manual configuration, you'll need your email provider's server details
  • Administrative permissions: Ensure you have proper access rights to connect the mailbox

Important Security Note: Before connecting, verify with your IT department that connecting your mailbox to a third-party service is allowed by your company's security policies.

Verification and Testing Process for New Mailbox Connections

After configuring your mailbox connection:

  1. Initial Connection Test: Zowie automatically verifies the connection can be established
  2. Inbox Synchronization: The system will begin syncing recent emails
  3. Verification Email: Send a test email to the connected address
  4. Check Zowie Inbox: Verify the test email appears in your Zowie Inbox
  5. AI Agent Test: If using AI Agent, verify that the automated response is generated

Supporting Multiple Email Addresses/Mailboxes

Zowie supports connecting multiple email mailboxes to your account:

  1. Each mailbox can be configured with different settings:
    • Different AI Agents can be assigned to different mailboxes
    • Routing rules can be customized per mailbox
    • Queue assignments can vary between mailboxes
  2. To add additional mailboxes:
    • Navigate to Inbox > Settings > Mailboxes
    • Click + Add mailbox
    • Follow the same configuration process for each mailbox

Important: Before connecting active mailboxes, ensure you've archived existing emails from your inbox. Otherwise, all historical emails will be uploaded to Zowie and processed as new.