Chat CRM Mail AI
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Harness

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    Appear after someone speaks, or after join/leave events (bot should be admin).

      No known members yet. Speakers and join/leave events will show up here.

      Discord
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      Active speakers

      Appear after someone posts in this channel.

        No known members yet.

        LINE
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        No company on this contact yet.

        Attach this conversation to a person in CRM. Company hangs off the contact — not the thread.

        Name is required. Email is prefilled from the thread when available. Phone and job title are optional.

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          No pending requests When someone invites you to a workspace, it will show up here.

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          Inbox Visitors Dash Team Requests Settings

          Mail settings

          Accounts

          Connect support mailboxes with IMAP (receive) and SMTP (send).

          Mailboxes

          Only workspace owners can connect or disconnect mailboxes.

          Account

          Shown in Customer channels on the desk

          The public address customers write to. Used as the From identity when you reply.

          Receive · IMAP
          :
          Send · SMTP
          :

          Optional. Defaults to the domain part of the support email.

          Import existing emails
          Folders

          Imports emails already in this mailbox from the last N days. Already imported messages are skipped. Spam and Trash are never imported (local only).

          Signatures

          Shared signatures for each mailbox. Everyone can use them when sending.

          Only workspace owners can edit signatures.

          Templates

          Shared reply snippets for the whole workspace. Default to all mailboxes; limit to one mailbox only when the wording must match that From address.

          Sender filters

          Trusted senders always land in Inbox. Blocked senders go straight to Spam — before keyword and ML filters.

          Domain entries use @company.com. Free-mail domains (Gmail, QQ, …) can only be trusted as exact addresses.

          Insert template

          Pick a snippet to insert at the cursor. Subject fills only when empty.

          Select a template to preview