Adding an Email Account

Before the platform can send or receive emails, you need at least one E-mail Account configured. An E-mail Account bundles the credentials and connection settings for one mailbox — typically your transactional sender, plus any additional accounts for marketing, support inbound, or specific workflows.

From the Architect Panel → E-mail Accounts

Click New to start a new account. The configuration form asks for:

• Display Name — what "From" name recipients see in their inbox (e.g. "Acme Support", "Acme Notifications").
• From Address — the email address messages are sent from (e.g. support@acme.com, noreply@acme.com).
• Send Mode — SMTP (direct), Microsoft Graph (for Office 365), or Relay (through a configured Relay Client).
• Receive Mode — IMAP, POP3, Microsoft Graph, or none (for send-only accounts).

Pick send-only configuration for accounts that only need to send (most transactional accounts), or send+receive for accounts that also need inbound processing (support inboxes, reply-handling).

SMTP credentials

For Send Mode = SMTP, fill in:

• Host — your SMTP server address (e.g. smtp.sendgrid.net, smtp.mailgun.org, smtp.office365.com).
• Port — typically 587 for STARTTLS, 465 for SSL.
• Username / Password — credentials from your SMTP provider.
• Encryption — TLS (preferred), SSL, or none (only for trusted internal networks).

Test the connection before saving. The platform's Test button sends a tiny test message and reports back success or the specific SMTP error.

Sender verification — SPF, DKIM, DMARC

For deliverability, configure SPF / DKIM / DMARC records for the from-address's domain. Without those, many recipients (Gmail in particular, but most modern providers) treat your messages as spam.

• SPF — a DNS TXT record listing which servers are allowed to send mail for your domain. Your SMTP provider tells you what to add.
• DKIM — a cryptographic signature on outgoing mail. Your SMTP provider gives you a public key to publish as DNS.
• DMARC — a policy record saying what to do with mail that fails SPF/DKIM. Start with p=none for monitoring, move to p=quarantine or p=reject once you're confident your mail is well-aligned.

Three real-world accounts

Example 1: Transactional sender via SendGrid

Display Name: "Acme". From: noreply@acme.com. Send Mode: SMTP. Host: smtp.sendgrid.net:587 TLS. Receive Mode: none. SPF/DKIM/DMARC configured. Used for password resets, confirmations, all transactional sends.

Example 2: Support inbox via Microsoft Graph

Display Name: "Acme Support". From: support@acme.com. Send Mode: Microsoft Graph (for outbound replies). Receive Mode: Microsoft Graph (for inbound). Office 365 tenant + app credentials configured. Used to send and receive support emails, with the platform auto-creating tickets from inbound messages.

Example 3: Marketing via Mailgun (separate from transactional)

Display Name: "Acme Newsletter". From: newsletter@acme.com. Send Mode: SMTP via Mailgun. Receive Mode: none. Separate from the transactional account to prevent marketing complaints from damaging transactional deliverability.