Configure Channels

Email Channels are configured through Buzzeasy's Portal.

Note

Before provisioning the first Buzzeasy Email Channel, an IT administrator must register the application with Azure Active Directory.

This process is now integrated directly into the channel creation flow. When selecting Office 365 as the email protocol, follow the in-app instructions to complete registration — no separate step is required.
Learn more

Create an Email Channel

Provided you are a Tenant Administrator or Email business entity has been assigned to your role through Role-Base Access Control, select Channels from the Email heading in the portal sidebar.
Select the Create button.

Select the Create Button

Enter a name for the channel.
Select a business unit.
Enter an email address for the channel. You must use a valid email address.
Use the drop-down control to select a Workflow for the channel.

Optionally, you may create an email signature to use with your channel. See the step Create an Email Signature, below for instructions to complete this step.

Select Save.

The channel is created. Note that a green check mark indicates the channel is operational and the connection to your Azure Active directory is active for the mailbox provided.

A New Channel is Created

Configure IMAP Email Channels

In addition to Office 365, Buzzeasy supports setting up email channels using the IMAP protocol.

To configure an IMAP email channel:

After clicking Create and entering basic channel details (name, business unit, email address, workflow), go to the Email Configuration tab.
From the protocol selection, choose IMAP.
Enter the required configuration fields:
- IMAP server address (e.g., imap.gmail.com)
- SMTP server address (e.g., smtp.gmail.com)
- Username and password for both IMAP and SMTP
Save the channel. Once validated, it will display a green checkmark, indicating a successful connection.

Once configured, the channel supports receiving and replying to emails via the Agent UI just like with Office 365.

Note: Additional setup may be required with your email provider.
For example, if you're using Gmail, you must:

Enable 2-Step Verification for the account.

Create an App Password, which must be used as the password when configuring the channel.

See the official Google documentation for details.

For other providers, refer to their documentation on how to allow third-party IMAP/SMTP access.

⚠️ Important: IMAP for Outlook (e.g., imap.outlook.com) is not currently supported

Create an Email Signature

An email signature on your channel can be used to poulate the Agent Name, the Agent's Display Name and the Agent's job title as configured in the Agents section of the portal.

Discover how to edit an agent here, so that you can configure the Name, Display Name, or Job Title that appear in the signature.

Enter and Format Signature Text

Insert a field into the email signature using the pound or hash character #, the available fields: Name, Display Name, and Job Title appear as you type.

Editing a Signature

Select the field you require.

Select a Field While Editing a Signature

Type plain text into the signature for generic text that will display on all signatures. For instance type a company name and department.
Select text then use the formatting controls to modify the text in your signature.

The formatting controls enabling you to format text are intuitive to use. A full guide to each control appears below.

Edit Signature Toolbar

Align Text and Images

Insert a table into your signature.

Insert Table Icon

Use the Insert Table icon to insert a Table.
Use the table to align text and images. Insert text and images in separate cells.

Align Image Text Table

Supported file types

Due to security reasons, Buzzeasy only supports the following attachments types:

doc, docx
ppt, pptx
xls, xlsx
pdf
gif
jpeg, jpg, jpe
bmp
tiff
tif
txt
rtf
mp3
png
gif

We may allow different attachment types we deem as safe for upload through our system in the future.