Email

Rox allows you to connect your Google Workspace email or your Microsoft Outlook email. Once connected, you’ll be able to send emails directly from Rox, and features like Outreach will generate personalized, sequenced emails on your behalf.

How to connect Gmail/Outlook

How to Connect Your Email

1. Navigate to the Integrations Page:

   • From the Agents page, click Settings.

   • Go to the Integrations section and scroll down to find either Gmail or Outlook, depending on your provider.

2. Start the Connection:

   • Click Connect next to your email provider.

   • If you use Gmail, select Connect Gmail.

   • If you use Outlook, select the Outlook option.

3. Set Access Permissions:

   • Enable Read Access to allow Rox to read emails from your inbox.

   • Enable Write Access to send emails directly from your email address through Rox.

   • (Optional) Under Restricted Domains, you can specify any domains you don’t want Rox to access or send emails to.

4. Complete Authorization:

   • Click Connect, then choose your email account when prompted.

   • Click Allow to grant the necessary permissions.

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Email Configuration Options

Once your email is connected, Rox provides several customization options under Settings → Email:

1. Email Aliases:

   • If you use multiple email addresses, you can manage and select aliases for outbound messages.

2. Email Signatures:

   • Configure your default signature for outgoing emails.

   • You can also adjust signature settings directly via Gmail using the provided link.

3. Restricted Domains:

   • Add or remove domains you’d like to prevent Rox from reading or writing to.

4. Follow-Up Settings:

   • Define follow-up behavior (e.g., trigger conditions like number of opens within a timeframe).

   • Customize your follow-up preferences preferences for follow-up emails.