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How to setup your email in Stax CX

Connecting your email ensures that all messages are sent directly from your own email address. This is important for maintaining trust with recipients and ensuring smooth communication.

 

You can connect your email in three different ways:

Follow the instructions below to set up each method.

 

How to Connect

Microsoft Office

Each user must connect their email individually through the Inbox page.

  1. Navigate to the Inbox section of the platform.
    ​

  2. Click Connect Email.

  3. Select Microsoft Office from the available options.
    ​

  4. Sign in with your Microsoft Office credentials.

  5. Allow the platform to access your email account.

  6. Once authenticated, your inbox will be connected and ready to use.

Once connected, all outgoing emails will be sent from your Microsoft Office address.

 

Google Workspace

If you wish to use Google Workspace, please contact our support team in order to help facilitate additional setup steps within Google.

 

Each user must also connect their email through the Inbox page.

  1. Go to the Inbox section on the platform.
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  2. Click Connect Email.

  3. Choose Google Workspace from the connection options.
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  4. Sign in with your Google Workspace account.

  5. Grant the necessary permissions when prompted.

  6. Your Gmail inbox will now be synced with the platform.

Once connected, all outgoing emails will be sent from your Google Workspace (Gmail) address.

 

SMTP

Unlike Office and Google Workspace, SMTP must be configured at the admin level.

  1. An admin user must log in and navigate to the Admin section of the platform.

  2. Open the Integrations tab.

  3. Click on the SMTP integration tile.

  4. Enter the SMTP credentials provided by your email provider. This typically includes:

    • SMTP Server Address

    • Port Number

    • Authentication (Username and Password)

    • Encryption Type (SSL/TLS)
      ​

  5. Save the configuration.

  6. Once saved, SMTP will be enabled for all users on the platform.

With SMTP set up, all outgoing messages will be sent from the specified email address.

 

 

Advanced Email Settings

You can find these settings under the Advanced Settings page of the CX Administration panel.

 

Default Email Sender Role

The default email sending role is used whenever a user is not actually sending the email, and there is not a user assigned to the client. This role allows for automated system emails to be customizable, and effective.

 

Fallback Email

If you are using SMTP, this is used for whenever the user is unable to send via SMTP, and is used for automated emails if there is not a default role assigned.

 

Summary

  • Office & Google Workspace: Each user connects individually through the Inbox page.

  • SMTP: An admin configures this in the Admin section, making it available for all users.

  • If email is not connected: Messages will send from help@stax.ai instead of your personal or business address.