Choose which account each kind of message uses

Transcript

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1. 0:01

   This follows Add the e-mail account your company sends from. Your new mailbox is ready, but nothing uses it yet: each kind of message needs to be told which account to send from.

2. 0:21

   Go to Customers, Communications, and in the Communications settings, under Routing, choose Sender Assignments. This page decides which account each kind of message goes out from, and every change applies the moment you make it.

3. 0:35

   Each row is a purpose, a kind of message. Used by lists the parts of FlairSuite that send it, and Sends from profile is the e-mail account it goes out through.

4. 0:45

   Your chatbot sends its e-mails through the Sales purpose, along with your quotes, orders and contracts. Open its list and choose the Sales mailbox you just added. It is saved straight away.

5. 0:58

   The other purposes work the same way, for example Finance for invoices and payments, or Marketing for bulk mail. A purpose left on Default simply uses your company's default profile, so you only change the ones that need their own mailbox.

6. 1:12

   Sales messages, and the chatbot's e-mails with them, now go out from your new mailbox. Next we create the chatbot itself. The next video is: Add a chatbot to your website.