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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Using email

Compose, reply, and internal notes on email conversations in klink.cloud.

Day-to-day email in the inbox after your mailbox is connected. For connecting Gmail, Microsoft, or SMTP/IMAP, see Setup Email Channels.

Connect and manage mailboxes

  1. Go to Settings, then Message Integration, then Email.

  2. Click Connect My Email and choose Google, Microsoft, or your own IMAP/SMTP server.

  3. Manage mailboxes, signatures, and server settings under Settings, then Mail Integration.

If Microsoft shows Need admin approval, use the Microsoft Email Integration - Admin Consent Guide.

Send an email

  1. Click Compose, or open an email and choose Reply, Reply all, or Forward.

  2. Fill in To, and optionally Cc, Bcc, and Subject.

  3. Write your message, attach files if needed, and send.

Internal notes on email

Email conversations support internal notes and @mentions. Use the Reply, then Comment toggle (Comment is private; the customer never sees it). Type @ to tag a teammate.