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How to Integrate Email

Article author
Learning Center Mekari
  • Updated

Integrations are a Qontak Omnichannel feature where customers can connect various platforms with chat panels such as email or Instagram.

To integrate the chat panel with Email on the Web, you need to follow these steps:

  1. Open http://chat.qontak.com/ in your browser (Safari, Chrome, or Firefox) on your computer. Then, enter your Username and Password. Click the “Login” button to get started.
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  2. Select the Integrations menu, then click Email.

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  3. Klik “Add Email” untuk menambahkan akun email yang akan diintegrasikan.

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    On the right side of the email integration form there are procedures for integrating email and who can use the feature.

    Those who can use the email integration feature are:

    1. Only Admin can integrate the email.
    2. Admin, Supervisor, and Agent can use it in Inbox.

    Make sure the email provider has an email forwarder feature that allows incoming messages to be forwarded to other emails (to be provided by Qontak).

    How to integrate email is as follows:

    1. Create a new email integration in the Chat Panel.
    2. Follow the steps and fill out the form.
    3. Integration created, you will get email forwarding by accessing integration details
    4. Copy Email Forwarder.
    5. On your email provider, find a setting that allows you to manually forward every email that comes to you.
    6. Email Forwarder contents copied from Chat Panel to auto forward list and save the settings.
  4. In the Chat Panel, you must fill in the fields on the add email form such as you have to set up your email first, choose the provider you want in the dropdown provided, or if you want a custom provider then click the checkbox at the bottom, then click "Submit" to add email.

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    An empty field will display an error “field is required” after you click An empty field will display an error “field is required” after you click “Submit”.

  5. If there is still something wrong with filling the field or it does not match the existing format, the system will automatically display an error as shown below.

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  6. To make changes to the email data, you can click the Email column as shown in the following image.

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  7. Click “Save Changes”.

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  8. The display of email in the Inbox chat panel follows the appearance of the actual email, so it is different from other room channels as shown below.

    email7.png

  9. You can stop integrating with email by clicking the "Disconnect" icon as shown below.email6.png
  10. The pop-up notification “Are you sure? Disconnecting this channel will also delete this channel” will automatically appear if you click “Disconnect”, then select “Disconnect” if you are sure to disconnect the email account and if not then click “Cancel”.

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