Connect and operate email

Prerequisites

Use a mailbox you are authorized to connect and a role with email configuration access. Your Google/Microsoft administrator may need to allow the requested access. For a generic mailbox, obtain the IMAP and SMTP host, port, security, and credentials from the mail provider.

Connect and test

1. Open Config → Email. Choose Gmail or Outlook authorization, or the generic IMAP/SMTP form.
2. Complete provider authorization for the correct mailbox, or enter the provider's server settings. Do not place mailbox passwords in knowledge files or tool descriptions.
3. Inspect the mailbox status and last sync time. Use Sync Now if needed; investigate a sync error before using Force Full Re-sync.
4. Send an email from a separate account to the mailbox. Open the email inbox from channel navigation and locate the thread.
5. Reply with a short message and attachment, then verify receipt in the other account. Check sent mail independently from incoming sync.

AI and daily operations

Use email operations for compose, reply all, forwarding, saved drafts, scheduled sends, and inbox organization. Use the AI draft view to review and edit a response before sending. In email agent settings, inspect the auto-send setting before enabling unattended replies. Review retention settings and operational counters for pending jobs, failed jobs, errored mailboxes, and drafts awaiting review. Channel AI access lists are configured separately from the global persona.

Recovery and disconnect

A paused or error state needs attention even when the mailbox is listed. Check the displayed provider error, consent, credentials, and server settings. Reauthorize when required. Disconnect stops synchronization; the confirmation states that existing conversations remain.

Expected result

A new message syncs into the correct mailbox and a reply reaches the test sender. Review Google scopes and Microsoft permissions when administrator consent is needed.