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ProzessX

Emails

Go to Emails

Connect your mailbox

The Emails module brings your mailboxes into XOS, so you can turn an email into a task or show it to an agent without switching programs.

  • Gmail and Outlook appear automatically as soon as you've connected Google Workspace or Microsoft 365 in the settings under Integrations (Integrationen). You don't set anything up in the module itself.
  • You add any other mailbox via IMAP accounts (IMAP-Konten) (top right), with server, port, username and password.
  • Refresh (Aktualisieren) fetches new emails right away.
You can reply from within XOS. For an IMAP account, this only works with stored SMTP credentials (optional in the form). Otherwise XOS can read but not send.

Turn an email into a task

Every message has Turn into task (Als Aufgabe übernehmen). XOS reads the email and suggests a ready-made task that you confirm or discard in Tasks.

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