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Email Configuration

The Email Configuration card allows you to choose which email addresses will be used as your help desk inboxes and who should be notified about deliverability issues.

Selecting help desk emails

You can configure one or more email addresses to receive support tickets.
1

Add an email row

Click Add email to add a new email row. Each row presents a dropdown of your available verified email addresses.
2

Select an email address

Choose an email address from the dropdown. Only emails from verified domains are listed. Each email can only be selected once - duplicates are automatically filtered out.
3

Review email status

Each selected email displays status badges indicating its readiness:
  • Forwarding - Whether email forwarding is enabled
  • DKIM - Whether DKIM authentication is configured on the domain
  • SPF - Whether SPF records are configured on the domain
All three must be enabled for the email to function correctly.
4

Save

Click Save to apply your email configuration.
Emails missing any of the three requirements (Forwarding, DKIM, SPF) will display an Issues badge. Clicking it reveals which checks are failing. Resolve these in your domain’s DNS settings before using the email for help desk support.

Removing an email

Click the trash icon next to any email row to remove it. You must have at least one email row present, though it can be empty.

Deliverability alert contact

Configure which team member receives notifications when outgoing help desk emails fail to deliver.
  1. Open the Deliverability alert contact dropdown.
  2. Select a team member from your account’s member list.
  3. Click Save.
The selected contact will receive alerts when emails bounce or encounter delivery issues.
The deliverability alert contact is optional. If not set, no notifications will be sent for failed deliveries.

Validation rules

RuleDescription
Non-empty email rowsEvery added email row must have an email selected
No duplicatesThe same email address cannot be selected in multiple rows
DNS requirementsWarnings are shown for emails missing Forwarding, DKIM, or SPF, but saving is still allowed

Display Name

The Display Name setting controls what recipients see in the From field of emails sent from your help desk. This helps establish trust and brand recognition with your customers.

Auto mode

Auto uses the name of the support associate who responds to the ticket. Each outgoing email will show the actual agent’s name, creating a more personal support experience. For example, if agent “Sarah Johnson” responds to a ticket, the email appears as:
From: Sarah Johnson <support@yourdomain.com>
Auto mode is the default and recommended for teams that want a personal touch in customer communications.

Custom mode

Custom uses a fixed name you specify for all outgoing emails, regardless of which agent responds. This is useful for maintaining a consistent brand identity across all support communications. For example, if you set the custom name to “Acme Support”:
From: Acme Support <support@yourdomain.com>
When selecting custom mode, a text input appears where you enter the desired display name. The name cannot be empty.

Changing the display name

  1. Select either Auto or Custom using the radio buttons.
  2. If Custom is selected, enter the desired display name in the text field.
  3. Click Save to apply.
Changes to the display name take effect on all future outgoing emails. Previously sent emails are not affected.

Email Signature

The Signature card lets you create a rich-text signature that is automatically appended to the bottom of every outgoing help desk email, including those sent by the AI agent.

Creating a signature

  1. Open the Signature card on the email settings page.
  2. Use the rich-text editor to compose your signature. The editor supports bold, italic, underlined text, links, and line breaks.
  3. Click Save to apply.

Signature behavior

ScenarioSignature applied?
AI agent auto-repliesYes
Manual agent repliesYes
No signature content savedNo signature section rendered

Editing or removing a signature

  • Edit: Modify the content in the rich-text editor and click Save.
  • Remove: Clear all content from the editor and click Save. When the content is empty, the signature is saved as disabled.
Keep signatures concise. Long signatures can push the actual email content out of the visible area on mobile devices.

Fallback behavior

ConditionFallback
No emails selectedUses the auto-generated agent email: agent@{subdomain}.{mail-domain}
No subdomain configuredFalls back to chatbase@mail.com
Display name set to AutoShows “Support Associate” as the placeholder name