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Communication

Reach your users in whatever way suits: email in and out, SMS, live chat, video conferencing and push notifications.

  • E-mail — How mail works across the platform — the pieces involved, the two directions, and where to look when something did not arrive.
  • E-mail Accounts — The mailbox and credentials behind every message — the connection types available, and the domain configuration that decides whether mail arrives.
  • E-mail Inboxes — Monitored mailboxes that file incoming mail against records automatically, the rules that route them, and what to do with what does not match.
  • E-mail Relay Clients — Letting another system send its mail through this one, the credentials that gate it, and when that is the right arrangement.
  • E-mail Templates — The message itself — merge fields, the design it wraps in, attachments and invites, and testing before anybody receives it.
  • E-mail Designs — The wrapper around every message — header, footer and styling held once, so templates carry content rather than layout.
  • SMS — Text messaging is documented under Messaging, Letters & Meetings — this page says where each part lives.
  • Chat — Real-time conversation inside the application — who may talk to whom, what is retained, and when chat is the wrong channel.
  • Meetings & Video — Meetings, invitations and video links are documented under Messaging, Letters & Meetings — this page says where each part lives.
  • Polling — The mechanism that lets the interface update itself without a page refresh, what it costs, and how to set a sensible frequency.
  • Push Notifications — Reaching a user when they are not looking at the application — the two delivery paths, the browser permission, and how not to be turned off.