Custom SMTP for Email Invitations

This guide will help you connect your own SMTP (e.g., Gmail) so that all emails are sent directly from your address. By default, our platform sends invitations using our own SMTP server.

Step 1: Create an App Password in Google

If you’re using Gmail as your SMTP provider, you’ll first need to create an App Password in your Google account:

In your Google Account, open the "Security" section. Under "2-Step Verification" (make sure it’s turned on), select "App Passwords" and generate a new app password.

Step 2: Add Your Email Configuration

Under the Emails sidebar, you can add a new Email Configuration.

Step 3: Configuring Agent to use your Email Configuration

Under the White Labeling sidebar, select Email Templates, then from the Email Configuration card, select your configuration.