WORKFLOW GUIDE · 3 STEPS

Before you start

Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.

This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.

01

Prepare the right starting point

Confirm the supported email connection and the address your team will use.

02

Complete the task thoughtfully

Review forwarding, ownership, and reply behavior before turning it on.

03

Verify the result

Test a controlled message in both directions and check that conversation history stays understandable.

Final checks

Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.

Useful support requests include the page or setting involved, the expected result, and what actually happened. Never send passwords or payment credentials.
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