Setup Email

You will need access to the management of DNS records for your company's domain to finish the email setup. If you cannot edit DNS records for your domain, ask your IT department to do the changes for you.

Salted CX can automatically handle your emails, respond to customers and help users within Salted CX to interact with the customer via email.

You need to allow Salted CX to handle your email in the following steps:

• Identify an email address you want Salted CX to handle such as [email protected], [email protected] or similar. Salted CX will process all incoming emails to that address and use the address for sending emails. You can connect Salted CX to multiple emails.

• Enable Salted CX to send emails from your email address on you behalf.

• Forward incoming email messages from your infrastructure to Salted CX.

You can easily revoke Salted CX using your email address if you change your mind.

How Salted CX Uses the Email

Salted CX sends emails on your behalf from the address when:

• A human agent sends the customer an email message.

• AI sends an email message to a customer based on received customer message.

For each sent message, Salted CX sets the response value to the same email. This means that the customers can always respond to the email they receive from Salted CX.

This setup includes enabling DKIM, SPF, and DMARC to ensure the deliverability of your email, and it is handled as authentic and verified by email clients. Salted CX listens for bounced emails (emails that do not find a recipient) and marks the corresponding message turns in the customer journey as failed.

Salted CX watches the reputation of the email to prevent sending spam. If your emails have a high number of bounced and undelivered emails, we will reach out to you. If this problem persists and Salted CX determines misuse of its services, we will disable email functionality for your account.

Email Behavior

Salted CX never uses “no reply” email addresses. Each message sent from Salted CX allows the customer to reach back. We believe this is a proper behavior for any company that values its customers and enables them to tie any follow-up conversation to outbound messages.

Brand Setup

Each brand has its default email address that looks like [email protected]. You can use this email for testing purposes. However, for production use, you definitely want to use your own email domain.

Make sure you choose an email address that can be used exclusively by Salted CX to avoid unexpected behavior.

DNS Setup

DNS setup enables us to send emails on your behalf. Please contact Salted CX to obtain the information needed to set up DNS.

Forward Incoming Emails to Salted CX

You need to forward emails from your email provider (such as Gmail or Outlook) to Salted CX so they appear in Live Conversations. The setup depends on the email provider.

Do not use mailing lists such as Google Groups. Mailing lists often obscure the original customer email and prevent connecting the email conversation to a customer journey.

Make sure the Salted CX address in your forwarded emails uses your desired region. The address should end like this: eu.salted.help or us.salted.help with the region included in the domain name.

Google Workspace

You need Google Workspace admin permissions to enable email forwarding. It can take up to 24 hours for email forwarding to take effect. Usually, the changes are applied much faster.

You can use these Google-provided instructions as a reference or follow them for guidance.

Follow these steps to enable forwarding:

1. Go to Default Routing Settings in Your Google Workspace Admin, log in when asked. Alternatively you can open the Default Routing Settings from Admin Console by clicking Apps ⏵ Google Workspace ⏵ Gmail ⏵ Default Routing
   

2. Click Configure

3. In the Add Setting dialog, fill your support email (such as [email protected]) into Email field in Specify envelope recipients to match section.
   

4. In Envelope recipient section section check Change envelope recipient

5. Choose Replace Recipient option.

6. Paste your Salted CX email address from brand settings to Enter new email address field.

7. Click Save .

8. Click Edit on the rule you have just created.

9. Make sure that the option in Options section is set to Perform this action on non-recognized and recognized addresses.

You can try sending an email to your support address and check that it ends up in Salted CX. Please note that it may take up to 24 hours for the change to take effect.