Configuring Omnichannel Email for SMTP & IMAP

Configure your SMTP & IMAP server so that email interactions can be managed by Voca.

To configure email settings for SMTP & IMAP:
1. Open the System Settings page (Configuration > System SettingsOmnichannel); the following appears:

2. From the ‘Server Type’ drop-down list, select SMTP & IMAP; the following appears:

3. Under SMPT, in the 'Server Address' field, type the URL of the email server. It can include an FQDN or IP address.
4. Select the 'TLS' check box if the email server uses TLS.
5. In the 'Port' field, type the port ('25' or '587') used for the email server.
6. In the 'Username' field, type the username for the email address you’re using.
7. In the 'Password' field, type the password for the email address you’re using.
8. In the 'From Address' field, type the address from where the email is to be sent.
9. Click Save Changes.

To complete the integration with your email channel, make sure that you configure the PowerShell commands described in Adding Email Interactions, on the customer’s Azure Tenant to enable email interaction with a specific email mailbox.

10. Under IMAP, in the 'Server Address' field, type the URL of the email server. It can include an FQDN or IP address.
11. Select the 'TLS' check box if the email server uses TLS.
12. In the 'Port' field, type the port ('25' or '587') used for the email server.
13. In the 'Username' field, type the username for the email address you’re using.
14. In the 'Password' field, type the password for the email address you’re using.
15. Click Save Changes.