Getting Started

Configure your email inbox

Set up IMAP/SMTP correctly and validate both inbound and outbound flow.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Goal

A stable support mailbox that reliably receives and sends customer messages.

Steps

Open Inboxes and edit your support inbox.
Enter IMAP host, port, security, username, and password.
Enter SMTP host, port, security, and from/reply-to details.
Run Test IMAP and Test SMTP.
Enable sync and save.

Validation

Connection tests are successful.
New incoming emails appear in queue.
Outgoing replies are sent without errors.

Inbox queue overview

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