Use the custom IMAP server integration to receive inbound emails
To receive inbound email via a custom IMAP server, after installing the integration, you must connect and test the integration, and then set up routes to the IMAP domain which link to a folder on the IMAP server. This configuration routes the email that Genesys Cloud receives from the IMAP server to a queue or workflow.
Connect and test the integration:
- In Genesys Cloud, click Admin.
- Under Contact Center, click Email.
- Click the appropriate custom domain.
- Click the Domain settings tab.
- Under Inbound Email Sending, click Use my organization’s IMAP for receiving inbound emails.
- Select the appropriate IMAP server integration from the list.
- (Optional) Click Test IMAP connection.
Note: If you receive an error, update your configuration before saving this setting.
- Click Save.
Set up the routes
- Click the Routes tab.
- Click Add Routes > Folders.
- Enter the name of the folder.
Note: The folder name must be an exact match with what is defined in your IMAP server. The folder name may or may not be case-sensitive, depending on the IMAP server. Some folders can also be nested like Inbox/Invoices, which means the Invoices folder is nested under the Inbox folder. - Enter the following folder details:
- In the Email Address box, type the email address the customer uses to send an email.
- In the From Name box, optionally type the agent, department, or organization name that appears to the recipient when a representative responds to an email.
- In the From Email Address box, type the email address that the recipient sees when the agent responds to an email.
- In the Reply To box, optionally type the email address that appears when a customer clicks Reply in response to an email from the Genesys Cloud agent.
- Under BCC Recipients, type up to five email addresses that you want to blind copy to the email.
- Under Email Routing, select to route all email, excluding email the system considers as spam, to a queue or a flow.
Note: For outbound email only, you can also select not to route to a queue or flow.
- If you choose to route to a queue, do the following:
- Click the Queue list and choose the appropriate queue.
- To ensure that associated emails route to an agent with matching skills, in the Skills box add any ACD skills.
- To ensure that associated emails route to an agent with a matching language, click the Language list and choose a language.
- In the Priority box, optionally enter the email’s priority.
- If you choose to route to a flow, under Always route to this flow select a flow from the list.
- To apply an email signature automatically to the outbound email, select Use Email Signature.
Note: Agents cannot see the automatic email signature appended to their outbound emails. Inform the agents beforehand to avoid duplication of the email signature.- To choose a signature that you created in Canned Response, select Signature. For more information, see Add an email signature response.
- To keep the agent signature before the email history and to allow agents to edit the email signature, select Insert signature in the editor before message history.
- Select the emails for which you want to apply the automatic email signatures. Select one of the following options:
- All Outbound Emails
- Only the Initial Email
- Click Save.
If the route is successfully created, you are redirected to a list of existing routes. If not, you will see an error message. To troubleshoot the error, go to the Network tab of your browser and view the details.