Connecting a mailbox and checking the connection

You connect a Gmail or Microsoft 365 account under Team Settings → Integrations. The same place shows whether the connection works and when it last synced, and lets you reconnect the account if the connection was lost.

Mailbox setup is available to the team owner and admins.

Connecting

1. In the top bar, click your team name and choose Team Settings, then open the Integrations tab.
2. Click Connect with Gmail or Connect with Microsoft 365.
3. Allow access in the sign-in window that opens.
4. Under Responsible persons on the connected account, add the colleagues who should see its emails.

Emails appear on the Inbox page only for people listed as responsible on the account.

If you would rather not connect your own mail account, you can request an @demona.ai address under Demona email address. Mail sent there also lands in the Inbox, but you cannot reply from that address.

Checking the connection

• A working connection shows ✓ Connected next to the account, with the time of the last sync.
• Check tests the connection right away.
• If access was lost (for example the password changed or the permission was revoked), a red warning appears. Use Reconnect to authorize the account again. The Inbox page shows a warning at the top as well.

If you see no emails

Check that:

• you have access to the CRM module,
• the right team is selected,
• you are listed as responsible on the mailbox,
• the connection works.