Mailbox Exchange
Code-inspected guidance for personal and shared mailboxes, IMAP/SMTP setup, Inbox actions, drafts and scheduling, templates, categories, automatic replies, AI assistance, secure attachments, read receipts, CRM conversions and cron automation.
Mailbox Exchange module overview
Mailbox Exchange module overviewUnderstand how every module workspace connects.
Open guide →GuideActivate Mailbox Exchange locally
Activate Mailbox Exchange locallyCreate required tables/options through the supported module activation flow.
Open guide →GuideUnderstand Mailbox Exchange local licence behaviour
Understand Mailbox Exchange local licence behaviourUnderstand the local activation screen and disabled marketplace callbacks.
Open guide →GuideAssign Mailbox Exchange mailbox permissions
Assign Mailbox Exchange mailbox permissionsGrant the mailbox capability group.
Open guide →GuideAssign Mailbox Exchange account permissions
Assign Mailbox Exchange account permissionsGrant account-management capabilities.
Open guide →GuideAssign Mailbox Exchange template permissions
Assign Mailbox Exchange template permissionsGrant email-template capabilities.
Open guide →GuideAssign Mailbox Exchange automatic-reply permissions
Assign Mailbox Exchange automatic-reply permissionsGrant automatic-reply rule capabilities.
Open guide →GuideAssign Mailbox Exchange category permissions
Assign Mailbox Exchange category permissionsGrant message-category capabilities.
Open guide →GuideUnderstand the Mailbox Exchange menu and exact routes
Understand the Mailbox Exchange menu and exact routesUse every code-registered workspace.
Open guide →GuideUse the Mailbox Exchange topbar unread indicator
Use the Mailbox Exchange topbar unread indicatorReview total and per-account unread counts.
Open guide →GuideUse Mailbox Exchange menu badges
Use Mailbox Exchange menu badgesInterpret unread, draft and scheduled counters.
Open guide →GuideUnderstand Mailbox Exchange demo mode restrictions
Understand Mailbox Exchange demo mode restrictionsKnow which actions are blocked by MAILBOXAI_DEMO.
Open guide →GuideResolve an empty Mailbox Exchange account list
Resolve an empty Mailbox Exchange account listCreate or obtain access when Inbox has no accessible account.
Open guide →GuideUnderstand accessible Mailbox Exchange accounts
Understand accessible Mailbox Exchange accountsKnow how ownership and shared membership determine access.
Open guide →GuideOpen Mailbox Exchange settings
Open Mailbox Exchange settingsOpen the administrator-only configuration screen.
Open guide →GuideEnable or disable Mailbox Exchange globally
Enable or disable Mailbox Exchange globallyControl module processing without deleting records.
Open guide →GuideChoose the Mailbox Exchange synchronisation mode
Choose the Mailbox Exchange synchronisation modeSelect cron, hybrid or manual-only operation.
Open guide →GuideSet the Mailbox Exchange sync interval
Set the Mailbox Exchange sync intervalChoose account due interval.
Open guide →GuideSynchronise only unseen messages
Synchronise only unseen messagesLimit account sync to unseen mail where supported.
Open guide →GuideSet the initial Mailbox Exchange sync period
Set the initial Mailbox Exchange sync periodLimit historical retrieval on initial sync.
Open guide →GuideSet the maximum messages per folder
Set the maximum messages per folderLimit folder processing scope.
Open guide →GuideSet the Mailbox Exchange sync chunk size
Set the Mailbox Exchange sync chunk sizeControl sync batch size.
Open guide →GuideControl attachment downloading during sync
Control attachment downloading during syncChoose whether attachments are stored locally.
Open guide →GuideSet the maximum Mailbox Exchange attachment size
Set the maximum Mailbox Exchange attachment sizeSet local attachment size limit.
Open guide →GuideConfigure allowed Mailbox Exchange attachment extensions
Configure allowed Mailbox Exchange attachment extensionsDefine the normal allow-list.
Open guide →GuideEnable recipient autosuggestions
Enable recipient autosuggestionsControl CRM address suggestions.
Open guide →GuideEnable Mailbox Exchange AI features
Enable Mailbox Exchange AI featuresControl availability of AI actions.
Open guide →GuideConfigure automatic email summarisation
Configure automatic email summarisationSet automatic summary preference.
Open guide →GuideConfigure automatic email classification
Configure automatic email classificationSet automatic classification preference.
Open guide →GuideChoose the Mailbox Exchange AI provider
Choose the Mailbox Exchange AI providerSelect the supported provider.
Open guide →GuideStore the OpenAI API key securely
Store the OpenAI API key securelyAdd or retain the encrypted AI credential.
Open guide →GuideChoose the Mailbox Exchange OpenAI model
Choose the Mailbox Exchange OpenAI modelSet the provider model identifier.
Open guide →GuideSet global AI language, tone, length and signature defaults
Set global AI language, tone, length and signature defaultsSet inherited writing preferences.
Open guide →GuideUnderstand AI maximum characters and PII redaction options
Understand AI maximum characters and PII redaction optionsUnderstand technical AI options not exposed by the supplied settings view.
Open guide →GuideConfigure Mailbox Exchange logging and retention
Configure Mailbox Exchange logging and retentionSet diagnostics and retention days.
Open guide →GuideConfigure hybrid web auto-sync limits
Configure hybrid web auto-sync limitsSet browser-request sync constraints.
Open guide →GuideEnable Mailbox Exchange read receipts
Enable Mailbox Exchange read receiptsControl tracking-pixel generation.
Open guide →GuideOpen the Mailbox Exchange account register
Open the Mailbox Exchange account registerReview personal and shared mailbox connections.
Open guide →GuideCreate a personal Mailbox Exchange account
Create a personal Mailbox Exchange accountAdd a staff-owned connection.
Open guide →GuideEdit a personal Mailbox Exchange account safely
Edit a personal Mailbox Exchange account safelyUpdate an owned connection without revealing secrets.
Open guide →GuideActivate or deactivate a Mailbox Exchange account
Activate or deactivate a Mailbox Exchange accountControl active processing while preserving history.
Open guide →GuideDelete a Mailbox Exchange account and owned data
Delete a Mailbox Exchange account and owned dataRemove the account and module-owned dependants.
Open guide →GuideValidate mailbox email, IMAP host and port
Validate mailbox email, IMAP host and portComplete required connection identity fields.
Open guide →GuideConfigure password-based IMAP authentication
Configure password-based IMAP authenticationConnect with username and encrypted password.
Open guide →GuideConfigure OAuth IMAP authentication
Configure OAuth IMAP authenticationUse the account OAuth path.
Open guide →GuideChoose IMAP encryption and certificate validation
Choose IMAP encryption and certificate validationSet SSL, TLS or none and control certificate checks.
Open guide →GuideConfigure a receive-only Mailbox Exchange account
Configure a receive-only Mailbox Exchange accountLeave SMTP unconfigured when sending is not required.
Open guide →GuideConfigure SMTP sending
Configure SMTP sendingAdd sending server settings.
Open guide →GuideRetain encrypted account secrets during an edit
Retain encrypted account secrets during an editChange non-secret settings without overwriting credentials.
Open guide →GuideUse the Gmail connection preset
Use the Gmail connection presetPopulate standard Gmail fields without overwriting entered values.
Open guide →GuideUse the cPanel mailbox connection preset
Use the cPanel mailbox connection presetPopulate common cPanel values and replace the example domain.
Open guide →GuideUse account email username autofill
Use account email username autofillCopy email into empty username fields.
Open guide →GuideConfigure the account email signature
Configure the account email signatureStore a sanitised mailbox signature.
Open guide →GuideConfigure account-level AI preferences
Configure account-level AI preferencesOverride global AI writing defaults for one account.
Open guide →GuideUnderstand personal and shared mailbox types
Understand personal and shared mailbox typesChoose ownership and membership model.
Open guide →GuideCreate a shared Mailbox Exchange account
Create a shared Mailbox Exchange accountCreate a team mailbox with members.
Open guide →GuideEdit a shared Mailbox Exchange account
Edit a shared Mailbox Exchange accountChange connection or member assignments.
Open guide →GuideAssign shared mailbox read permission
Assign shared mailbox read permissionAllow message access for one member.
Open guide →GuideAssign shared mailbox send permission
Assign shared mailbox send permissionAllow compose, reply, forward and outbox use.
Open guide →GuideAssign shared mailbox delete permission
Assign shared mailbox delete permissionAllow supported local deletion.
Open guide →GuideUnderstand account uniqueness rules
Understand account uniqueness rulesAvoid duplicate account identity.
Open guide →GuideRefresh or synchronise one Mailbox Exchange account
Refresh or synchronise one Mailbox Exchange accountRun manual folder refresh and review outcome.
Open guide →GuideInterpret Mailbox Exchange last-sync status
Interpret Mailbox Exchange last-sync statusRead synced, issue and unknown states.
Open guide →GuideOpen the Mailbox Exchange inbox
Open the Mailbox Exchange inboxOpen an accessible account and folder.
Open guide →GuideChoose an account in Mailbox Exchange Inbox
Choose an account in Mailbox Exchange InboxSwitch between accessible accounts.
Open guide →GuideRefresh Mailbox Exchange folders
Refresh Mailbox Exchange foldersRetrieve folder list from IMAP.
Open guide →GuideUnderstand the default Mailbox Exchange folder
Understand the default Mailbox Exchange folderKnow default folder selection.
Open guide →GuideNavigate Mailbox Exchange message pages
Navigate Mailbox Exchange message pagesUse inbox pagination.
Open guide →GuideSearch Mailbox Exchange messages
Search Mailbox Exchange messagesSearch by sender or subject.
Open guide →GuideFilter all Mailbox Exchange messages
Filter all Mailbox Exchange messagesClear specialised filters.
Open guide →GuideFilter unread Mailbox Exchange messages
Filter unread Mailbox Exchange messagesShow unread only.
Open guide →GuideFilter flagged Mailbox Exchange messages
Filter flagged Mailbox Exchange messagesShow flagged only.
Open guide →GuideFilter starred Mailbox Exchange messages
Filter starred Mailbox Exchange messagesShow starred only.
Open guide →GuideFilter messages with attachments
Filter messages with attachmentsShow messages with attachment records.
Open guide →GuideFilter Mailbox Exchange messages by category
Filter Mailbox Exchange messages by categoryShow one selected category.
Open guide →GuideUnderstand hybrid light-sync conditions
Understand hybrid light-sync conditionsKnow exact conditions for limited web sync.
Open guide →GuideUnderstand the mixed Sent folder
Understand the mixed Sent folderInterpret IMAP messages and local outbox rows together.
Open guide →GuideRead Mailbox Exchange folder counts
Read Mailbox Exchange folder countsInterpret total and unread counts.
Open guide →GuideOpen a Mailbox Exchange message or thread
Open a Mailbox Exchange message or threadView protected detail, attachments and related records.
Open guide →GuideMark a Mailbox Exchange message read or unread
Mark a Mailbox Exchange message read or unreadChange one message state.
Open guide →GuideStar or unstar a Mailbox Exchange message
Star or unstar a Mailbox Exchange messageChange one message star state.
Open guide →GuideAssign or clear a message category
Assign or clear a message categoryClassify or unclassify one message.
Open guide →GuideUse Mailbox Exchange bulk message actions
Use Mailbox Exchange bulk message actionsApply supported action to selected messages.
Open guide →GuideDelete a Mailbox Exchange message locally
Delete a Mailbox Exchange message locallyRemove local module record through access checks.
Open guide →GuideUnderstand protected message-body rendering
Understand protected message-body renderingKnow email HTML sanitisation and CSP.
Open guide →GuideReview a message attachment list
Review a message attachment listView protected attachment metadata.
Open guide →GuideUse the dashboard email-detail view
Use the dashboard email-detail viewOpen a message from dashboard integration.
Open guide →GuideUnderstand topbar auto-refresh behaviour
Understand topbar auto-refresh behaviourKnow automatic unread refresh.
Open guide →GuideOpen Mailbox Exchange compose
Open Mailbox Exchange composeStart a message from an account with send access.
Open guide →GuideEnter To, Cc and Bcc recipients
Enter To, Cc and Bcc recipientsAddress outgoing mail using supported separators.
Open guide →GuideUse Mailbox Exchange recipient autosuggestions
Use Mailbox Exchange recipient autosuggestionsSearch authorised CRM addresses.
Open guide →GuideUse an active email template in compose
Use an active email template in composeInsert reusable active content.
Open guide →GuideWrite a Mailbox Exchange subject and HTML body
Write a Mailbox Exchange subject and HTML bodyComplete outgoing content.
Open guide →GuideSend a Mailbox Exchange message immediately
Send a Mailbox Exchange message immediatelyAttempt SMTP delivery now.
Open guide →GuideSave a Mailbox Exchange draft
Save a Mailbox Exchange draftStore unfinished content.
Open guide →GuideSchedule a Mailbox Exchange message
Schedule a Mailbox Exchange messageQueue mail for future delivery.
Open guide →GuideUnderstand compose action normalisation
Understand compose action normalisationKnow supported action values.
Open guide →GuideAdd attachments to an outgoing message
Add attachments to an outgoing messageStore protected outbox files.
Open guide →GuideForward a Mailbox Exchange message
Forward a Mailbox Exchange messageCreate a forward linked to source.
Open guide →GuideCopy original attachments into a forward
Copy original attachments into a forwardCopy accessible source files.
Open guide →GuideReply to one Mailbox Exchange message
Reply to one Mailbox Exchange messageAddress preferred sender.
Open guide →GuideReply all in Mailbox Exchange
Reply all in Mailbox ExchangeBuild deduplicated reply-all recipients.
Open guide →GuideUnderstand reply subject handling
Understand reply subject handlingKnow Re: prefix behaviour.
Open guide →GuideAppend the account signature and quoted original
Append the account signature and quoted originalKnow automatic reply body additions.
Open guide →GuideSave or schedule a Mailbox Exchange reply
Save or schedule a Mailbox Exchange replyApply draft/schedule rules to replies.
Open guide →GuideUse AI controls while composing or replying
Use AI controls while composing or replyingRequest AI drafting assistance.
Open guide →GuideUnderstand Mailbox Exchange outbox statuses
Understand Mailbox Exchange outbox statusesInterpret every outbox state.
Open guide →GuideOpen the Mailbox Exchange drafts list
Open the Mailbox Exchange drafts listView current staff drafts.
Open guide →GuideOpen the Mailbox Exchange scheduled list
Open the Mailbox Exchange scheduled listView current staff queued messages.
Open guide →GuideEdit a draft or queued outbox item
Edit a draft or queued outbox itemChange editable owned mail.
Open guide →GuideSend an outbox item now
Send an outbox item nowAttempt delivery from an existing item.
Open guide →GuideCancel a queued Mailbox Exchange message
Cancel a queued Mailbox Exchange messageStop a scheduled item.
Open guide →GuideDelete a Mailbox Exchange outbox item
Delete a Mailbox Exchange outbox itemDelete only permitted owned states.
Open guide →GuideRemove an attachment from an outbox item
Remove an attachment from an outbox itemDelete one owned editable outbox file.
Open guide →GuideUnderstand outbox retry behaviour
Understand outbox retry behaviourKnow retry delay and threshold.
Open guide →GuideUnderstand inactive-account send failures
Understand inactive-account send failuresKnow missing/inactive account handling.
Open guide →GuideOpen the Mailbox Exchange email-template register
Open the Mailbox Exchange email-template registerReview staff-owned templates.
Open guide →GuideCreate a Mailbox Exchange email template
Create a Mailbox Exchange email templateSave reusable content.
Open guide →GuideEdit a Mailbox Exchange email template
Edit a Mailbox Exchange email templateUpdate an owned template.
Open guide →GuideActivate or deactivate an email template
Activate or deactivate an email templateControl composer availability.
Open guide →GuideDelete a Mailbox Exchange email template
Delete a Mailbox Exchange email templateRemove an owned template.
Open guide →GuideOpen the Mailbox Exchange category register
Open the Mailbox Exchange category registerReview staff-owned classifications.
Open guide →GuideCreate a Mailbox Exchange category
Create a Mailbox Exchange categoryCreate named coloured classification.
Open guide →GuideEdit a Mailbox Exchange category
Edit a Mailbox Exchange categoryUpdate an owned category.
Open guide →GuideActivate or deactivate a message category
Activate or deactivate a message categoryControl availability without deleting.
Open guide →GuideDelete a Mailbox Exchange category
Delete a Mailbox Exchange categoryRemove through supported model action.
Open guide →GuideOpen the Mailbox Exchange automatic-reply register
Open the Mailbox Exchange automatic-reply registerReview staff-owned rules.
Open guide →GuideCreate a Mailbox Exchange automatic-reply rule
Create a Mailbox Exchange automatic-reply ruleBuild account, sender, subject, frequency and schedule conditions.
Open guide →GuideChoose all or selected accounts for an automatic reply
Choose all or selected accounts for an automatic replySet rule mailbox scope.
Open guide →GuideConfigure automatic-reply sender scope
Configure automatic-reply sender scopeChoose any, only-list or exclude-list.
Open guide →GuideConfigure automatic-reply sender matching
Configure automatic-reply sender matchingChoose wildcard, contains, equals or regex.
Open guide →GuideConfigure automatic-reply subject matching
Configure automatic-reply subject matchingChoose any/text/keyword/regex subject logic.
Open guide →GuideChoose automatic-reply send frequency
Choose automatic-reply send frequencySend every match or once per sender.
Open guide →GuideConfigure automatic-reply subject placeholders
Configure automatic-reply subject placeholdersUse original subject in response.
Open guide →GuideWrite the automatic-reply body
Write the automatic-reply bodyStore response content.
Open guide →GuideLimit automatic replies to weekends
Limit automatic replies to weekendsApply weekends-only condition.
Open guide →GuideConfigure an automatic-reply time window
Configure an automatic-reply time windowSet start/end/timezone.
Open guide →GuideSet automatic-reply cooldown minutes
Set automatic-reply cooldown minutesLimit repeated responses.
Open guide →GuideSet the automatic-reply maximum per day
Set the automatic-reply maximum per dayCap daily sends.
Open guide →GuideUnderstand automatic-reply message exclusions
Understand automatic-reply message exclusionsKnow early skip conditions.
Open guide →GuideUnderstand automatic-reply delivery and logging
Understand automatic-reply delivery and loggingKnow headers, logs and stop behaviour.
Open guide →GuideEdit or disable an automatic-reply rule
Edit or disable an automatic-reply ruleChange matching or stop future execution.
Open guide →GuideDelete an automatic-reply rule
Delete an automatic-reply ruleRemove through permission-checked action.
Open guide →GuideUnderstand Mailbox Exchange AI prerequisites
Understand Mailbox Exchange AI prerequisitesCheck every condition before AI use.
Open guide →GuideGenerate an AI suggested reply
Generate an AI suggested replyCreate an unsent reply suggestion.
Open guide →GuideImprove a draft message with AI
Improve a draft message with AIRewrite draft for clarity/professionalism.
Open guide →GuideSummarise one email with AI
Summarise one email with AIProduce 3–6 bullet summary.
Open guide →GuideClassify one email with AI
Classify one email with AIGenerate a short label.
Open guide →GuideRefine an AI reply with an instruction
Refine an AI reply with an instructionApply user refinement to a draft.
Open guide →GuideUnderstand invalid AI actions
Understand invalid AI actionsKnow supported action names.
Open guide →GuideGenerate an unread email AI summary
Generate an unread email AI summarySummarise newest unread incoming messages.
Open guide →GuideUnderstand effective Mailbox Exchange AI preferences
Understand effective Mailbox Exchange AI preferencesKnow global/account preference resolution.
Open guide →GuideUnderstand Mailbox Exchange AI request limits
Understand Mailbox Exchange AI request limitsKnow input/output parameters.
Open guide →GuideProtect personal information in Mailbox Exchange AI workflows
Protect personal information in Mailbox Exchange AI workflowsApply authorised external-provider controls.
Open guide →GuideConvert an email into a CRM task
Convert an email into a CRM taskCreate core task from message.
Open guide →GuideConvert an email into a CRM ticket
Convert an email into a CRM ticketCreate core support ticket.
Open guide →GuideConvert an email into a CRM lead
Convert an email into a CRM leadCreate native lead from sender/message.
Open guide →GuideReview Mailbox Exchange conversion history
Review Mailbox Exchange conversion historySee created task/ticket/lead mapping.
Open guide →GuideUnderstand Mailbox Exchange read-receipt tokens
Understand Mailbox Exchange read-receipt tokensKnow secure token creation/validation.
Open guide →GuideUnderstand the public read-receipt pixel route
Understand the public read-receipt pixel routeKnow public event processing.
Open guide →GuideInterpret read-receipt evidence correctly
Interpret read-receipt evidence correctlyAvoid overstating tracking evidence.
Open guide →GuideDownload a Mailbox Exchange attachment securely
Download a Mailbox Exchange attachment securelyUse protected download controller.
Open guide →GuidePreview a ZIP attachment safely
Preview a ZIP attachment safelyList archive without extraction.
Open guide →GuidePreview text-like and potentially active attachments safely
Preview text-like and potentially active attachments safelyRender escaped preview.
Open guide →GuideUnderstand denied attachment extensions
Understand denied attachment extensionsKnow security deny-list.
Open guide →GuideUnderstand Mailbox Exchange cron account synchronisation
Understand Mailbox Exchange cron account synchronisationKnow after_cron_run account processing.
Open guide →GuideUnderstand Mailbox Exchange cron outbox processing
Understand Mailbox Exchange cron outbox processingKnow scheduled queue processing.
Open guide →GuideUnderstand queued outbox locking
Understand queued outbox lockingPrevent duplicate sends.
Open guide →GuideUnderstand Mailbox Exchange retry limits
Understand Mailbox Exchange retry limitsKnow retry count and delay.
Open guide →GuideUnderstand Mailbox Exchange database tables
Understand Mailbox Exchange database tablesIdentify module-owned data areas.
Open guide →GuideUnderstand Mailbox Exchange secret encryption
Understand Mailbox Exchange secret encryptionKnow protected credentials.
Open guide →GuideUnderstand Mailbox Exchange CSRF handling
Understand Mailbox Exchange CSRF handlingKnow AJAX request protection.
Open guide →GuideUnderstand Mailbox Exchange account and ownership enforcement
Understand Mailbox Exchange account and ownership enforcementKnow layered access.
Open guide →GuideUnderstand local message deletion scope
Understand local message deletion scopeKnow deletion is local.
Open guide →GuideUnderstand Mailbox Exchange retention and file cleanup
Understand Mailbox Exchange retention and file cleanupKnow dependent cleanup.
Open guide →GuideVerify Mailbox Exchange after installation
Verify Mailbox Exchange after installationRun end-to-end test.
Open guide →GuideTroubleshoot a missing Mailbox Exchange menu
Troubleshoot a missing Mailbox Exchange menuRestore visibility within scope.
Open guide →GuideTroubleshoot account form permission behaviour
Troubleshoot account form permission behaviourHandle supplied capability mismatch safely.
Open guide →GuideTroubleshoot an IMAP authentication failure
Troubleshoot an IMAP authentication failureDiagnose without disabling TLS validation.
Open guide →GuideTroubleshoot an SMTP send failure
Troubleshoot an SMTP send failureDiagnose failed/retried outbox.
Open guide →GuideTroubleshoot Mailbox Exchange sync not running
Troubleshoot Mailbox Exchange sync not runningCheck mode, cron, due and status.
Open guide →GuideTroubleshoot hybrid light-sync not running
Troubleshoot hybrid light-sync not runningCheck all preconditions.
Open guide →GuideTroubleshoot a scheduled message not sent
Troubleshoot a scheduled message not sentCheck due queue and account.
Open guide →GuideTroubleshoot missing recipient suggestions
Troubleshoot missing recipient suggestionsCheck option/query/source permissions.
Open guide →GuideTroubleshoot Mailbox Exchange AI unavailable
Troubleshoot Mailbox Exchange AI unavailableCheck all prerequisites.
Open guide →GuideTroubleshoot an automatic reply not sent
Troubleshoot an automatic reply not sentCheck order, exclusions, conditions, limits and SMTP.
Open guide →GuideTroubleshoot a missing or unsafe attachment
Troubleshoot a missing or unsafe attachmentCheck download/size/extension/storage.
Open guide →GuideTroubleshoot missing read-receipt events
Troubleshoot missing read-receipt eventsAccount for mail-client behaviour.
Open guide →GuideTroubleshoot an email-to-CRM conversion failure
Troubleshoot an email-to-CRM conversion failureCheck permissions/fields/source.
Open guide →GuideRun the Mailbox Exchange operational go-live checklist
Run the Mailbox Exchange operational go-live checklistVerify complete production readiness.
Open guide →