Introduction

Connecting your Gmail account to Richpanel allows you to manage customer interactions directly through the Richpanel interface. This integration can streamline your workflow and ensure that all customer communications are centralized and accessible.

Prerequisites

Steps for connecting Gmail

Step 1: Accessing the Email Integration Settings

1. Log in to your Richpanel account.
2. Navigate to the left-hand side menu and click on 'Settings'.
3. Under the 'Settings' menu, locate and click on 'Channels'.
4. In the expanded 'Channels' menu, click on 'Email' to access the email integration options.
5. In the 'Connect your support email' section, you will see multiple email provider options. Click on the 'Connect your Gmail' button.

Step 2: Google Account Selection

1. A new window will prompt you to select a Google account. Choose the account you wish to integrate by clicking on it. If the account is not listed, click on 'Use another account' and sign in with the desired Gmail credentials.

Step 3: Permissions and Authentication

1. After selecting your Google account, Richpanel will request permission to access your Gmail. This is necessary for the integration to work correctly.
2. Review the permissions, and if you agree, click on 'Allow' to grant Richpanel access to your Gmail account.

Conclusion

• Introduction
• Prerequisites
• Steps for connecting Gmail
• Step 1: Accessing the Email Integration Settings
• Step 2: Google Account Selection
• Step 3: Permissions and Authentication
• Conclusion