Tap Connect on the mailbox’s card to open the Email panel, with the full form. You need the same details you’d use to set up that mail account in a desktop client (Outlook, Thunderbird…): the incoming server (IMAP), the outgoing server (SMTP), and the access credentials.
| Field | What it is |
|---|---|
| Email address | The address of the mailbox you’re connecting — for example support@your-business.com. Required. |
| Display name (optional) | Shows up next to the address as the sender’s name on the emails the agent sends — for example “Customer Support”. |
| IMAP server / Port | The incoming server, where the agent reads arriving emails from. Default port 993. |
| Use SSL/TLS | Encryption for the IMAP connection. On by default — the vast majority of providers require it. |
| SMTP server / Port | The outgoing server, where the agent sends its replies from. Default port 587. |
| Use STARTTLS | Encryption for the SMTP connection. On by default. |
| Username | Usually the same email address, though some providers use a different username (for example, without the domain). |
| Password | The mailbox’s password — or an app password, depending on the provider (section 5). It’s never shown again once saved. |
Note — Advanced options: sync interval
Expanding “Advanced options” lets you adjust how often the mailbox is checked for new messages — every 60 seconds by default, with a minimum of 30 seconds. In the normal case there’s no need to touch it.