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Integrate with Platform: Email

Pre-Connection Checklist

  • An "AI Assistant" has been created on the MaiAgent platform

  • An email account is ready for connection (Gmail, Outlook, Yahoo, or custom mail server)

  • If using Gmail or Outlook, generate an app-specific password first (not your account password)

Start Connection

1. Go to the Connect Chat Platform Page

Click Chat Platforms in the left menu, then click the Connect Chat Platform button in the upper right corner.

2. Select Email

On the platform selection page, click Email.

3. Select Email Service Provider

Choose from the Email Service Provider dropdown menu:

Provider
Description

Gmail

Google email, requires an app-specific password

Outlook / Office 365

Microsoft email, requires an app-specific password when two-step verification is enabled

Yahoo Mail

Yahoo email, requires an app-specific password

Custom

Manually configure IMAP/SMTP server settings

After selecting a provider, the system automatically fills in the corresponding IMAP and SMTP server settings.

4. Enter Connection Details

Email Address

Enter the full email address to connect, e.g., support@yourcompany.com.

IMAP Settings (Receiving)

Field
Description

IMAP Server

Incoming mail server address (for Gmail: imap.gmail.com)

IMAP Port

Port number (typically 993)

Use SSL

Recommended to enable for secure transmission

SMTP Settings (Sending)

Field
Description

SMTP Server

Outgoing mail server address (for Gmail: smtp.gmail.com)

SMTP Port

Port number (typically 587)

Use TLS

Recommended to enable for secure transmission

Authentication Settings

Field
Description

Username

Usually the email address

Password

App-specific password (not account password)

5. Test Connection

After filling in all fields, click the Test Connection button. The system will simultaneously test both IMAP (receiving) and SMTP (sending) connectivity.

  • Connection successful: Displays "Connection successful! IMAP and SMTP server connection tests passed"

  • Connection failed: The system shows the specific error reason (authentication failure, server unreachable, etc.) — correct the settings based on the prompts

6. Basic Settings and Save

Field
Description

Platform Name

Give this connection a name

AI Assistant

Select the AI Assistant to bind

Polling Interval

(Optional) Frequency in seconds for the system to check for new emails

Reset Command

(Optional) A command that allows users to restart the conversation

After confirming all settings are correct, click Save to complete the connection.

Once connected, when someone sends an email to that address, the AI Assistant will automatically read the email content and reply.

After successful connection, you can find this integration in the chat platform list. Click edit to further configure feature options (time-based replies, sender name recognition, access control, etc.).

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