Embedded Email Inbox Settings

The Embedded Email Inbox settings provide enhanced email functionality for customers subscribed to the Silver or Gold tier.

  • Company Mailboxes

    • View or add connected mailboxes, including both individual and shared inboxes, from the Settings panel.

  • Tags

    • Create and manage custom tag names for categorizing emails.

    • View default tags such as Quote, Tender, Load, etc.

    • Tag colors can be customized to visually distinguish email types at a glance.

  • Rules

    • Configure rules to auto-assign emails to specific internal users, apply tags, or start SLA timers.

    • Example: A VIP client may have a rule requiring a response within 30 minutes.

      • This rule could be based on:

        • Organization

        • Sender email or client name

        • Tag type (e.g., Tender vs. Load Status Inquiry)

These tools help teams streamline email management, enforce response time standards, and better organize communication workflows.



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