Overview
Email Accounts manages sender identity, mailbox connections, and inbox responder settings for the selected client. Edit each sender's name, title, phone, and type inline, then configure eligible Primary or SDR mailboxes to evaluate replies, create drafts for review, or use globally guarded live automation.
How to use this page
Select the client
Pick the client in the top-right switcher to load its active email accounts and mailbox-specific responder settings.
Edit sender settings
In the sender table, edit Sender Name, Title, Phone, and Type inline. Changes auto-save shortly after you stop typing, and the identity fields feed the senderName, senderTitle, and senderPhone signature merge fields.
Connect or reconnect a mailbox
Connect a Google, Microsoft 365, or SMTP/IMAP mailbox, or use Re-auth or Reconnect when an existing connected mailbox needs access restored.
Configure an inbox responder
For each Primary or SDR mailbox, choose an automation mode, optionally select a default meeting owner, add a mailbox booking URL, and record reply or booking instructions. The booking URL takes precedence over meeting-owner and deal links, except for a reliably attributed campaign link.
Choose a safe automation mode
Use Off to disable mailbox automation, Shadow evaluation to evaluate without acting, Draft for review to create reviewable drafts, or Live to arm sending. Live still cannot send unless the global live-send guard is enabled.
What the buttons do
- Sender name / Title / Phone / Type
- Inline sender identity fields that auto-save and feed the senderName, senderTitle, and senderPhone signature merge fields.
- Connect a Google mailbox / Connect a Microsoft 365 mailbox / Connect via SMTP/IMAP
- Adds a client's own mailbox as a sending account through the selected provider.
- Re-auth / Reconnect / Disconnect
- Restores a connected mailbox's access, reconnects it when required, or removes its stored provider credentials.
- Automation mode
- Sets an eligible Primary or SDR mailbox to Off, Shadow evaluation, Draft for review, or globally guarded Live automation.
- Default meeting owner
- Sets the mailbox's fallback meeting owner, or leaves routing to the contact or deal default.
- Mailbox booking URL
- Sets a mailbox-specific booking link, which overrides meeting-owner and deal links unless a campaign link is reliably attributed.
- Responder instructions / Booking instructions
- Stores mailbox-specific reply guidance and booking or handoff guidance for the responder.