Email Accounts

With XCALLY Motion you can share a single mailbox among several agents and use it in a way similar to a voice queue.

XCALLY Motion offers a web client email specific for Customer Care needs, where the Agents share  all information: what you need to do is just to configure IMAP accounts, already existing on your provider, and manage email exchange using XCALLY Motion, as well as for the other channels.

Add a New Email Account

Click on to add a New Email Account:

and insert the requested values:

• Name: the name of the email account
• Key: here you can define a short name (5 char maximum) for the Account that will be shown on the Agents Tabs
• Email Address: the origin email address of the messages (shown in the from field)
• List: the default List where the new email contacts will be saved in the Contacts Manager (see Lists), if it is not already there

• Active: turn this flag on/off to activate/deactivate the Account

• Service: you can select
  • one of the available default services and simplify the SMTP server configuration (i.e. Gmail, Yahoo, Hotmail, Outlook 365);
  • Custom and specify the following values:
    • IMAP Host: IMAP address for receiving email (ask your email service provider)
    • IMAP Port: IMAP server typically listens on port number 993
    • SMTP Host: SMTP address for sending email (ask your email service provider)
    • SMTP Port: mail clients often submit the outgoing emails to an email server on port 465

• Authentication: turn this flag on to activate Security (using encryption protocol) using the following:

• • Username: authentication username (email address)
  • Password: authentication password (email's password)
    
    
• Description: an optional description of your Email Account

At the end click on Add Email Account.