Mailbox Exchange — Global settings, synchronisation and AI defaults
Connected Mailbox Exchange guides for global settings, synchronisation and ai defaults.
Open Mailbox Exchange settings
Open Mailbox Exchange settingsOpen the administrator-only configuration screen.
Open guide →GuideEnable or disable Mailbox Exchange globally
Enable or disable Mailbox Exchange globallyControl module processing without deleting records.
Open guide →GuideChoose the Mailbox Exchange synchronisation mode
Choose the Mailbox Exchange synchronisation modeSelect cron, hybrid or manual-only operation.
Open guide →GuideSet the Mailbox Exchange sync interval
Set the Mailbox Exchange sync intervalChoose account due interval.
Open guide →GuideSynchronise only unseen messages
Synchronise only unseen messagesLimit account sync to unseen mail where supported.
Open guide →GuideSet the initial Mailbox Exchange sync period
Set the initial Mailbox Exchange sync periodLimit historical retrieval on initial sync.
Open guide →GuideSet the maximum messages per folder
Set the maximum messages per folderLimit folder processing scope.
Open guide →GuideSet the Mailbox Exchange sync chunk size
Set the Mailbox Exchange sync chunk sizeControl sync batch size.
Open guide →GuideControl attachment downloading during sync
Control attachment downloading during syncChoose whether attachments are stored locally.
Open guide →GuideSet the maximum Mailbox Exchange attachment size
Set the maximum Mailbox Exchange attachment sizeSet local attachment size limit.
Open guide →GuideConfigure allowed Mailbox Exchange attachment extensions
Configure allowed Mailbox Exchange attachment extensionsDefine the normal allow-list.
Open guide →GuideEnable recipient autosuggestions
Enable recipient autosuggestionsControl CRM address suggestions.
Open guide →GuideEnable Mailbox Exchange AI features
Enable Mailbox Exchange AI featuresControl availability of AI actions.
Open guide →GuideConfigure automatic email summarisation
Configure automatic email summarisationSet automatic summary preference.
Open guide →GuideConfigure automatic email classification
Configure automatic email classificationSet automatic classification preference.
Open guide →GuideChoose the Mailbox Exchange AI provider
Choose the Mailbox Exchange AI providerSelect the supported provider.
Open guide →GuideStore the OpenAI API key securely
Store the OpenAI API key securelyAdd or retain the encrypted AI credential.
Open guide →GuideChoose the Mailbox Exchange OpenAI model
Choose the Mailbox Exchange OpenAI modelSet the provider model identifier.
Open guide →GuideSet global AI language, tone, length and signature defaults
Set global AI language, tone, length and signature defaultsSet inherited writing preferences.
Open guide →GuideUnderstand AI maximum characters and PII redaction options
Understand AI maximum characters and PII redaction optionsUnderstand technical AI options not exposed by the supplied settings view.
Open guide →GuideConfigure Mailbox Exchange logging and retention
Configure Mailbox Exchange logging and retentionSet diagnostics and retention days.
Open guide →GuideConfigure hybrid web auto-sync limits
Configure hybrid web auto-sync limitsSet browser-request sync constraints.
Open guide →GuideEnable Mailbox Exchange read receipts
Enable Mailbox Exchange read receiptsControl tracking-pixel generation.
Open guide →