¶ Inboxes
¶ Overview
In this section, settings of inboxes (incoming email) can be configured. When a customer sends a message to the email address of one of the inboxes - a ticket will be created in Splynx.
This feature was developed for faster communication with the Splynx support by sending email messages to the support email address instead of logging into the Splynx Customer portal to create a ticket.
¶ Common
Regex used to identify ticket - value which should be default, if changed it is better to contact the Splynx support for assistance;
Save format - for now only one option is available "Purify HTML";
Pair only by subject - pair incoming messages with tickets only by its subject; sender in this case will not be checked;
Process forwarded emails from admins - if enabled, this feature creates tickets from the original sender when an admin forwards an email to the inbox;
Example: If the admin's email is admin@isp.com and they receive an email from the customer (nik@yahoo.com), the following scenarios occur based on the toggle status:
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If the toggle is disabled and the admin forwards the email to the incoming mailbox, a ticket will be created using the admin's name.
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If the toggle is enabled, the system will identify the admin's email, retrieve the original sender's email (nik@yahoo.com), and create a ticket using the customer's email, not the admin's.
Enabled - this is the global enable/disabled option. Even if there are 5 inboxes with an "Enabled" status; if this option is set to disabled, tickets will not be created.
¶ Incoming mailboxes
New inboxes can be added, removed, or changed here.
Let's create a new one, simply click on the "+" icon on the top left of the table:
- Auth type - select the authentication method (Basic, OAuth Office 365, or OAuth Google).
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Which messages to process - "All" or "Unread";
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Size for one chunk loading - specify the one chunk size for loading
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Process from date/time - here you should specify the date to start email processing. For example, if you select the date as 2020-01-01 00:00:00, Splynx will try to process all emails from this date and create tickets from all these emails;
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Mark as read - mark email that was successfully processed as read in the inbox;
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Use address from header - "From", "Reply-to" or "Sender" - means use the address from one of these available fields as the header.
We are going to create a new inbox using a gmail email address. IMAP details for gmail can be found on the following page:
https://support.google.com/mail/answer/7126229?hl=en
When all the credentials have been added, click on Test connection to run a test to ensure that the inbox is connected to the gmail account.
IMAP - Troubleshooting SSL/TLS Errors
¶ The following parameters can be configured for the Ticket creating:
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Receive unregistered emails - this means, if this option is enabled, tickets will be created from all emails, even if the email address isn't registered in Splynx. If disabled, only customer email addresses can create a ticket from the inbox;
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Priority - select a default priority for ticket new tickets;
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Group - select a default group to assign new tickets to;
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Type - select a default type for new tickets;
And the last option under the "Other" config: "Enabled" - which enables or disables creating tickets from this inbox.
We've added a few more inboxes for finance questions and for general support questions.
So if a customer will send a message to finance@myisp.com an "accounts" ticket type will be created and it will be assigned to the ticket group "Finance". Whereas, if a message will be sent to support@myisp.com a "Support" ticket type will be created and will be assigned to the group "IT". The Inbox with ID #1 is disabled and we are not using it on our system.
¶ Deny list
Here you can filter email addresses you wish to ignore. Tickets from such emails will not be created.
The filter can be configured by Location (Email, Subject or Message) and by Filter type (Exact entry, Contain, Starting with, Ending with, Regex). In the Filter field, you should enter the email (or a word from the subject or message) or its part (depending on the specified Filter type) you want to block. Then click the Add button.
¶ MS Office 365 OAuth
You can configure your incoming mailbox (tickets) to use OAuth login with MS Office 365.
Navigate to Config → Helpdesk → Inboxes to begin reconfiguring your incoming mailbox for OAuth login.
The Connect button only appears when the Auth type is set to OAuth Office 365 and the changes are saved.
Only the Office365 Administrator can configure the mailbox with MS Office 365.
- First, log on to the office profile with the Office365 administrator login using the following link: https://outlook.office.com/mail/
When you click the Connect button, a pop-up window will appear. Click on Domain is correct in the pop-up window. You will be redirected to a Microsoft URL and asked to authorize Splynx; select Yes.
- Now that Microsoft is authorized, please open the following URL and log out of the admin account: https://outlook.office.com/mail/. It's essential to log out; this step is very important.
- On the same Inbox on Splynx, the one that is currently showing as connected, will need to be disconnected, as it's linked to the incorrect mailbox used in the previous step.
This time, it will ask for the username and password for the correct mailbox, if step 2 was not performed to log out of the Microsoft profile. If that's the case, then step 2 needs to be repeated.
If additional mailboxes need to be set up, repeat steps 1 - 3.
Each time after linking a mailbox, you have to log out of the mailbox on the Office365 instance; otherwise, it will use the incorrect profile for the mailbox and not work.
¶ Google OAuth
It is possible to configure your incoming mailbox (tickets) to use OAuth login with Google. To proceed, you need to create a Google account before setting up the OAuth connection.
- Navigate to
Config → Helpdesk → Inboxesand select OAuth Google as the authentication type. Then clickConnect.
- A pop-up window will appear, prompting you to check your domain. If everything is correct, click on
Domain is correct.
You will be redirected to the Google Accounts page and prompted to select a Google account.
- After selecting your Google account, your inbox will be connected to Gmail. You can test the connection by clicking the respective button:
If the connection is successful, the status and result will be displayed at the top right and in the Credentials section:
