Last updated
Last updated
Rox allows you to connect your Google Workspace Email or your Microsoft Outlook email.
On the bottom left of the screen, click on your initials and navigate to "Settings"
On the Setttings page, navigate to "Integrations" tab
Under the "Gmail" tile click the "Connect" button. Once you do, a consent screen shows up asking you what kind of privileges you'd like to grant Rox. This will control the permissions that are displayed in the following page:
Read access: you can control if you want Rox to read all emails, subject lines only, or just metadata (to/from/date/message ids/etc)
Write access: you can specify if you'd like Rox to be able to send emails on your behalf
Restricted domains: you can specify email domains that you do not want Rox to process. These can be "gmail.com" or your accountant's email domain. If these email domains are included anywhere in the email (to/from/cc/bcc) it will be discarded and not processed by Rox.
After selecting "Connect" in the previous screen, select your Google Workspace account and then click "Allow" on the permissions screen
If successful, Rox will display Gmail as "Connected". If you'd like to remove the connection, you can click the trash icon next to the settings in the Gmail tile.
Rox offers you control over Gmail settings so you best configure it to your needs. You can launch Gmail settings from the Gmail tile in the "Integrations" tab under Settings:
In this section you can configure other emails that you use in addition to your primary Google Workspace email. This is used to make sure Rox correctly associates all emails sent/received via your aliases with your account.
This section is used to add any email domains that you do not wish Rox to be processing information to/from. Any email that contains these email addresses in the to/from/cc/bcc will automatically be discarded. This can be helpful to discard personal emails (e.g. gmail.com), legal/tax correspondence, and any other email domains that you do not wish Rox to process.
In this section you can configure email follow up settings:
Generate follows-ups: Rox will use the information from your "sent" emails to automatically generate follow-ups. You have 3 options to control for which emails you'd like follow-ups
All emails
Emails sent via Rox
No follow-ups
You can also check the box to auto-detect prospecting emails and Rox will only generate follow-ups for those. Prospecting emails are automatically detected via the Rox agents based on the email pattern.
The timing of the follow-ups is automatically determined by Rox depending on the nature of the email.
Email opens: when sending emails via Rox we use an open email tracker and in this section you can configure the conditions after which an email is resurfaced. By default, if an email is open more than 3 times in a 6 hour window, Rox will surface this email as a good candidate to do a follow-up.
You can configure your email signature in Rox. To do so, follow the links to your to enable or edit signatures there. Rox will sync this information directly from Gmail.
