Integrate with email server
Integrating your email with your Cuvo account streamlines the email auto-reply functionality. This integration enables you to create an email and helps to track the raised issues within the Cuvo dashboard.
This document provides a detailed guide with step-by-step instructions to configure email with your Cuvo account. It also covers the auto-reply functionality and explains how to manage raised issues within the Cuvo platform.
Let’s get started 🚀
Navigation to Email Connector
This demonstration below explains the steps to navigate to the Email connector page.
Sign in to your account and click on the Manage Accounts option and then select the account you want to integrate with the Email connector.
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Note: Before following to the next section, ensure that you have configured your app with the Gmail API server. If not, follow the instructions in the CuVo App with Gmail APIs Server article to obtain the service account credentials and email account name.
Configure Email Connector
To configure Email into your selected account, there are available sections that need to be completed.
Note: In the account name, you will see the enable tab for the features you have taken a license for example –
- If you have taken a license for Feedback, you will see the Feedback tab enabled to configure.
- If you have taken licenses for all three tabs (Feedback, Tickets, and Feature Requests), the email connector page will show all three tabs enabled for configuration.
However, you can configure only the tabs that are required. It is not mandatory to configure all tabs, even if you have taken licenses for all of them.
Connection with Gmail mailbox
Pre-AI settings
AI settings
Email settings
Below, each section demonstrates the complete steps for the configuration process:
1. Feedback
The demonstration below illustrates complete instructions for adding feedback details with Jira credentials.
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2. Tickets
The demonstration below illustrates the steps for adding ticket details, including ticket priority and tags.
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3. Feature Request
The demonstration below illustrates the complete steps for adding a feature request for Jira configuration.
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Send an Email
Navigate to your Email Account and send a new email to the same email address you have configured in the email connector page. Follow the instructions provided in the demonstration below.
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Validate Email in CuVo dashboard
Sign in to your CuVo account and navigate to the Feedback & Tickets page and validate to the created email. Follow the step-by-step demonstration below.
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