How to Connect Your Mailbox

The Mailbox feature allows users to connect their Gmail account directly to the Squaretalk Platform and manage emails without leaving the workspace.

Once connected, users can view, organize, search, and reply to emails directly from the Squaretalk Platform.

📌 Note: Currently, only Gmail accounts are supported.

Step-by-Step: How to Connect Gmail

Open the sidebar menu and go to Mailbox
Click Connect Gmail and complete the Google authentication process

Once connected, the system will automatically sync your Gmail emails into Squaretalk.

💡Useful Tip 1: Each Gmail account can only be connected to one Squaretalk user.

This means:

If User A connects Gmail Account A, another user cannot connect the same Gmail account
To connect a different Gmail account, the current Gmail account must first be disconnected

💡Useful Tip 2: You can disconnect your Gmail account at any time using the Actions menu inside the Mailbox.

Contact Profile Integration

Selecting View Profile opens the contact side panel.

Inside the contact profile, the Email tab displays email history based on user permissions.

Permission Visibility

Agents can only see their own email conversations with the contact
Managers can see emails exchanged by their assigned agents
Admins can see all email conversations related to the contact

📌Note: A disclaimer is shown when connecting Gmail, informing users that Managers and Admins may have visibility into connected mailbox activity based on permissions.

Mailbox Access & Notifications by Role

Admins can control who has access to Mailbox features and who receives Mailbox notifications. These permissions are managed under Settings → Users & Permissions → Roles.

This allows organizations to control Mailbox visibility and notification behavior based on each user role.

Done 🎯

You now know how to connect and manage Gmail directly inside the Squaretalk Platform.