Mailbox Exchange complete guide set
All code-backed Mailbox Exchange workflows in one connected index.
Mailbox Exchange module overview
Mailbox Exchange module overviewUnderstand how every module workspace connects.
Open guide →GuideActivate Mailbox Exchange locally
Activate Mailbox Exchange locallyCreate required tables/options through the supported module activation flow.
Open guide →GuideUnderstand Mailbox Exchange local licence behaviour
Understand Mailbox Exchange local licence behaviourUnderstand the local activation screen and disabled marketplace callbacks.
Open guide →GuideAssign Mailbox Exchange mailbox permissions
Assign Mailbox Exchange mailbox permissionsGrant the mailbox capability group.
Open guide →GuideAssign Mailbox Exchange account permissions
Assign Mailbox Exchange account permissionsGrant account-management capabilities.
Open guide →GuideAssign Mailbox Exchange template permissions
Assign Mailbox Exchange template permissionsGrant email-template capabilities.
Open guide →GuideAssign Mailbox Exchange automatic-reply permissions
Assign Mailbox Exchange automatic-reply permissionsGrant automatic-reply rule capabilities.
Open guide →GuideAssign Mailbox Exchange category permissions
Assign Mailbox Exchange category permissionsGrant message-category capabilities.
Open guide →GuideUnderstand the Mailbox Exchange menu and exact routes
Understand the Mailbox Exchange menu and exact routesUse every code-registered workspace.
Open guide →GuideUse the Mailbox Exchange topbar unread indicator
Use the Mailbox Exchange topbar unread indicatorReview total and per-account unread counts.
Open guide →GuideUse Mailbox Exchange menu badges
Use Mailbox Exchange menu badgesInterpret unread, draft and scheduled counters.
Open guide →GuideUnderstand Mailbox Exchange demo mode restrictions
Understand Mailbox Exchange demo mode restrictionsKnow which actions are blocked by MAILBOXAI_DEMO.
Open guide →GuideResolve an empty Mailbox Exchange account list
Resolve an empty Mailbox Exchange account listCreate or obtain access when Inbox has no accessible account.
Open guide →GuideUnderstand accessible Mailbox Exchange accounts
Understand accessible Mailbox Exchange accountsKnow how ownership and shared membership determine access.
Open guide →GuideOpen 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 →GuideOpen the Mailbox Exchange account register
Open the Mailbox Exchange account registerReview personal and shared mailbox connections.
Open guide →GuideCreate a personal Mailbox Exchange account
Create a personal Mailbox Exchange accountAdd a staff-owned connection.
Open guide →GuideEdit a personal Mailbox Exchange account safely
Edit a personal Mailbox Exchange account safelyUpdate an owned connection without revealing secrets.
Open guide →GuideActivate or deactivate a Mailbox Exchange account
Activate or deactivate a Mailbox Exchange accountControl active processing while preserving history.
Open guide →GuideDelete a Mailbox Exchange account and owned data
Delete a Mailbox Exchange account and owned dataRemove the account and module-owned dependants.
Open guide →GuideValidate mailbox email, IMAP host and port
Validate mailbox email, IMAP host and portComplete required connection identity fields.
Open guide →GuideConfigure password-based IMAP authentication
Configure password-based IMAP authenticationConnect with username and encrypted password.
Open guide →GuideConfigure OAuth IMAP authentication
Configure OAuth IMAP authenticationUse the account OAuth path.
Open guide →GuideChoose IMAP encryption and certificate validation
Choose IMAP encryption and certificate validationSet SSL, TLS or none and control certificate checks.
Open guide →GuideConfigure a receive-only Mailbox Exchange account
Configure a receive-only Mailbox Exchange accountLeave SMTP unconfigured when sending is not required.
Open guide →GuideConfigure SMTP sending
Configure SMTP sendingAdd sending server settings.
Open guide →GuideRetain encrypted account secrets during an edit
Retain encrypted account secrets during an editChange non-secret settings without overwriting credentials.
Open guide →GuideUse the Gmail connection preset
Use the Gmail connection presetPopulate standard Gmail fields without overwriting entered values.
Open guide →GuideUse the cPanel mailbox connection preset
Use the cPanel mailbox connection presetPopulate common cPanel values and replace the example domain.
Open guide →GuideUse account email username autofill
Use account email username autofillCopy email into empty username fields.
Open guide →GuideConfigure the account email signature
Configure the account email signatureStore a sanitised mailbox signature.
Open guide →GuideConfigure account-level AI preferences
Configure account-level AI preferencesOverride global AI writing defaults for one account.
Open guide →GuideUnderstand personal and shared mailbox types
Understand personal and shared mailbox typesChoose ownership and membership model.
Open guide →GuideCreate a shared Mailbox Exchange account
Create a shared Mailbox Exchange accountCreate a team mailbox with members.
Open guide →GuideEdit a shared Mailbox Exchange account
Edit a shared Mailbox Exchange accountChange connection or member assignments.
Open guide →GuideAssign shared mailbox read permission
Assign shared mailbox read permissionAllow message access for one member.
Open guide →GuideAssign shared mailbox send permission
Assign shared mailbox send permissionAllow compose, reply, forward and outbox use.
Open guide →GuideAssign shared mailbox delete permission
Assign shared mailbox delete permissionAllow supported local deletion.
Open guide →GuideUnderstand account uniqueness rules
Understand account uniqueness rulesAvoid duplicate account identity.
Open guide →GuideRefresh or synchronise one Mailbox Exchange account
Refresh or synchronise one Mailbox Exchange accountRun manual folder refresh and review outcome.
Open guide →GuideInterpret Mailbox Exchange last-sync status
Interpret Mailbox Exchange last-sync statusRead synced, issue and unknown states.
Open guide →GuideOpen the Mailbox Exchange inbox
Open the Mailbox Exchange inboxOpen an accessible account and folder.
Open guide →GuideChoose an account in Mailbox Exchange Inbox
Choose an account in Mailbox Exchange InboxSwitch between accessible accounts.
Open guide →GuideRefresh Mailbox Exchange folders
Refresh Mailbox Exchange foldersRetrieve folder list from IMAP.
Open guide →GuideUnderstand the default Mailbox Exchange folder
Understand the default Mailbox Exchange folderKnow default folder selection.
Open guide →GuideNavigate Mailbox Exchange message pages
Navigate Mailbox Exchange message pagesUse inbox pagination.
Open guide →GuideSearch Mailbox Exchange messages
Search Mailbox Exchange messagesSearch by sender or subject.
Open guide →GuideCreate an email compliance report for legal correspondence
Search authorised mailboxes and generate a chronological legal email correspondence PDF with sent and received messages, headers, attachments, timestamps and SHA-256 evidence.
Open guide →GuideFilter all Mailbox Exchange messages
Filter all Mailbox Exchange messagesClear specialised filters.
Open guide →GuideFilter unread Mailbox Exchange messages
Filter unread Mailbox Exchange messagesShow unread only.
Open guide →GuideFilter flagged Mailbox Exchange messages
Filter flagged Mailbox Exchange messagesShow flagged only.
Open guide →GuideFilter starred Mailbox Exchange messages
Filter starred Mailbox Exchange messagesShow starred only.
Open guide →GuideFilter messages with attachments
Filter messages with attachmentsShow messages with attachment records.
Open guide →GuideFilter Mailbox Exchange messages by category
Filter Mailbox Exchange messages by categoryShow one selected category.
Open guide →GuideUnderstand hybrid light-sync conditions
Understand hybrid light-sync conditionsKnow exact conditions for limited web sync.
Open guide →GuideUnderstand the mixed Sent folder
Understand the mixed Sent folderInterpret IMAP messages and local outbox rows together.
Open guide →GuideRead Mailbox Exchange folder counts
Read Mailbox Exchange folder countsInterpret total and unread counts.
Open guide →GuideOpen a Mailbox Exchange message or thread
Open a Mailbox Exchange message or threadView protected detail, attachments and related records.
Open guide →GuideMark a Mailbox Exchange message read or unread
Mark a Mailbox Exchange message read or unreadChange one message state.
Open guide →GuideStar or unstar a Mailbox Exchange message
Star or unstar a Mailbox Exchange messageChange one message star state.
Open guide →GuideAssign or clear a message category
Assign or clear a message categoryClassify or unclassify one message.
Open guide →GuideUse Mailbox Exchange bulk message actions
Use Mailbox Exchange bulk message actionsApply supported action to selected messages.
Open guide →GuideDelete a Mailbox Exchange message locally
Delete a Mailbox Exchange message locallyRemove local module record through access checks.
Open guide →GuideUnderstand protected message-body rendering
Understand protected message-body renderingKnow email HTML sanitisation and CSP.
Open guide →GuideReview a message attachment list
Review a message attachment listView protected attachment metadata.
Open guide →GuideUse the dashboard email-detail view
Use the dashboard email-detail viewOpen a message from dashboard integration.
Open guide →GuideUnderstand topbar auto-refresh behaviour
Understand topbar auto-refresh behaviourKnow automatic unread refresh.
Open guide →GuideOpen Mailbox Exchange compose
Open Mailbox Exchange composeStart a message from an account with send access.
Open guide →GuideEnter To, Cc and Bcc recipients
Enter To, Cc and Bcc recipientsAddress outgoing mail using supported separators.
Open guide →GuideUse Mailbox Exchange recipient autosuggestions
Use Mailbox Exchange recipient autosuggestionsSearch authorised CRM addresses.
Open guide →GuideUse an active email template in compose
Use an active email template in composeInsert reusable active content.
Open guide →GuideWrite a Mailbox Exchange subject and HTML body
Write a Mailbox Exchange subject and HTML bodyComplete outgoing content.
Open guide →GuideSend a Mailbox Exchange message immediately
Send a Mailbox Exchange message immediatelyAttempt SMTP delivery now.
Open guide →GuideSave a Mailbox Exchange draft
Save a Mailbox Exchange draftStore unfinished content.
Open guide →GuideSchedule a Mailbox Exchange message
Schedule a Mailbox Exchange messageQueue mail for future delivery.
Open guide →GuideUnderstand compose action normalisation
Understand compose action normalisationKnow supported action values.
Open guide →GuideAdd attachments to an outgoing message
Add attachments to an outgoing messageStore protected outbox files.
Open guide →GuideForward a Mailbox Exchange message
Forward a Mailbox Exchange messageCreate a forward linked to source.
Open guide →GuideCopy original attachments into a forward
Copy original attachments into a forwardCopy accessible source files.
Open guide →GuideReply to one Mailbox Exchange message
Reply to one Mailbox Exchange messageAddress preferred sender.
Open guide →GuideReply all in Mailbox Exchange
Reply all in Mailbox ExchangeBuild deduplicated reply-all recipients.
Open guide →GuideUnderstand reply subject handling
Understand reply subject handlingKnow Re: prefix behaviour.
Open guide →GuideAppend the account signature and quoted original
Append the account signature and quoted originalKnow automatic reply body additions.
Open guide →GuideSave or schedule a Mailbox Exchange reply
Save or schedule a Mailbox Exchange replyApply draft/schedule rules to replies.
Open guide →GuideUse AI controls while composing or replying
Use AI controls while composing or replyingRequest AI drafting assistance.
Open guide →GuideUnderstand Mailbox Exchange outbox statuses
Understand Mailbox Exchange outbox statusesInterpret every outbox state.
Open guide →GuideOpen the Mailbox Exchange drafts list
Open the Mailbox Exchange drafts listView current staff drafts.
Open guide →GuideOpen the Mailbox Exchange scheduled list
Open the Mailbox Exchange scheduled listView current staff queued messages.
Open guide →GuideEdit a draft or queued outbox item
Edit a draft or queued outbox itemChange editable owned mail.
Open guide →GuideSend an outbox item now
Send an outbox item nowAttempt delivery from an existing item.
Open guide →GuideCancel a queued Mailbox Exchange message
Cancel a queued Mailbox Exchange messageStop a scheduled item.
Open guide →GuideDelete a Mailbox Exchange outbox item
Delete a Mailbox Exchange outbox itemDelete only permitted owned states.
Open guide →GuideRemove an attachment from an outbox item
Remove an attachment from an outbox itemDelete one owned editable outbox file.
Open guide →GuideUnderstand outbox retry behaviour
Understand outbox retry behaviourKnow retry delay and threshold.
Open guide →GuideUnderstand inactive-account send failures
Understand inactive-account send failuresKnow missing/inactive account handling.
Open guide →GuideOpen the Mailbox Exchange email-template register
Open the Mailbox Exchange email-template registerReview staff-owned templates.
Open guide →GuideCreate a Mailbox Exchange email template
Create a Mailbox Exchange email templateSave reusable content.
Open guide →GuideEdit a Mailbox Exchange email template
Edit a Mailbox Exchange email templateUpdate an owned template.
Open guide →GuideActivate or deactivate an email template
Activate or deactivate an email templateControl composer availability.
Open guide →GuideDelete a Mailbox Exchange email template
Delete a Mailbox Exchange email templateRemove an owned template.
Open guide →GuideOpen the Mailbox Exchange category register
Open the Mailbox Exchange category registerReview staff-owned classifications.
Open guide →GuideCreate a Mailbox Exchange category
Create a Mailbox Exchange categoryCreate named coloured classification.
Open guide →GuideEdit a Mailbox Exchange category
Edit a Mailbox Exchange categoryUpdate an owned category.
Open guide →GuideActivate or deactivate a message category
Activate or deactivate a message categoryControl availability without deleting.
Open guide →GuideDelete a Mailbox Exchange category
Delete a Mailbox Exchange categoryRemove through supported model action.
Open guide →GuideOpen the Mailbox Exchange automatic-reply register
Open the Mailbox Exchange automatic-reply registerReview staff-owned rules.
Open guide →GuideCreate a Mailbox Exchange automatic-reply rule
Create a Mailbox Exchange automatic-reply ruleBuild account, sender, subject, frequency and schedule conditions.
Open guide →GuideChoose all or selected accounts for an automatic reply
Choose all or selected accounts for an automatic replySet rule mailbox scope.
Open guide →GuideConfigure automatic-reply sender scope
Configure automatic-reply sender scopeChoose any, only-list or exclude-list.
Open guide →GuideConfigure automatic-reply sender matching
Configure automatic-reply sender matchingChoose wildcard, contains, equals or regex.
Open guide →GuideConfigure automatic-reply subject matching
Configure automatic-reply subject matchingChoose any/text/keyword/regex subject logic.
Open guide →GuideChoose automatic-reply send frequency
Choose automatic-reply send frequencySend every match or once per sender.
Open guide →GuideConfigure automatic-reply subject placeholders
Configure automatic-reply subject placeholdersUse original subject in response.
Open guide →GuideWrite the automatic-reply body
Write the automatic-reply bodyStore response content.
Open guide →GuideLimit automatic replies to weekends
Limit automatic replies to weekendsApply weekends-only condition.
Open guide →GuideConfigure an automatic-reply time window
Configure an automatic-reply time windowSet start/end/timezone.
Open guide →GuideSet automatic-reply cooldown minutes
Set automatic-reply cooldown minutesLimit repeated responses.
Open guide →GuideSet the automatic-reply maximum per day
Set the automatic-reply maximum per dayCap daily sends.
Open guide →GuideUnderstand automatic-reply message exclusions
Understand automatic-reply message exclusionsKnow early skip conditions.
Open guide →GuideUnderstand automatic-reply delivery and logging
Understand automatic-reply delivery and loggingKnow headers, logs and stop behaviour.
Open guide →GuideEdit or disable an automatic-reply rule
Edit or disable an automatic-reply ruleChange matching or stop future execution.
Open guide →GuideDelete an automatic-reply rule
Delete an automatic-reply ruleRemove through permission-checked action.
Open guide →GuideUnderstand Mailbox Exchange AI prerequisites
Understand Mailbox Exchange AI prerequisitesCheck every condition before AI use.
Open guide →GuideGenerate an AI suggested reply
Generate an AI suggested replyCreate an unsent reply suggestion.
Open guide →GuideImprove a draft message with AI
Improve a draft message with AIRewrite draft for clarity/professionalism.
Open guide →GuideSummarise one email with AI
Summarise one email with AIProduce 3–6 bullet summary.
Open guide →GuideClassify one email with AI
Classify one email with AIGenerate a short label.
Open guide →GuideRefine an AI reply with an instruction
Refine an AI reply with an instructionApply user refinement to a draft.
Open guide →GuideUnderstand invalid AI actions
Understand invalid AI actionsKnow supported action names.
Open guide →GuideGenerate an unread email AI summary
Generate an unread email AI summarySummarise newest unread incoming messages.
Open guide →GuideUnderstand effective Mailbox Exchange AI preferences
Understand effective Mailbox Exchange AI preferencesKnow global/account preference resolution.
Open guide →GuideUnderstand Mailbox Exchange AI request limits
Understand Mailbox Exchange AI request limitsKnow input/output parameters.
Open guide →GuideProtect personal information in Mailbox Exchange AI workflows
Protect personal information in Mailbox Exchange AI workflowsApply authorised external-provider controls.
Open guide →GuideConvert an email into a CRM task
Convert an email into a CRM taskCreate core task from message.
Open guide →GuideConvert an email into a CRM ticket
Convert an email into a CRM ticketCreate core support ticket.
Open guide →GuideConvert an email into a CRM lead
Convert an email into a CRM leadCreate native lead from sender/message.
Open guide →GuideReview Mailbox Exchange conversion history
Review Mailbox Exchange conversion historySee created task/ticket/lead mapping.
Open guide →GuideUnderstand Mailbox Exchange read-receipt tokens
Understand Mailbox Exchange read-receipt tokensKnow secure token creation/validation.
Open guide →GuideUnderstand the public read-receipt pixel route
Understand the public read-receipt pixel routeKnow public event processing.
Open guide →GuideInterpret read-receipt evidence correctly
Interpret read-receipt evidence correctlyAvoid overstating tracking evidence.
Open guide →GuideDownload a Mailbox Exchange attachment securely
Download a Mailbox Exchange attachment securelyUse protected download controller.
Open guide →GuidePreview a ZIP attachment safely
Preview a ZIP attachment safelyList archive without extraction.
Open guide →GuidePreview text-like and potentially active attachments safely
Preview text-like and potentially active attachments safelyRender escaped preview.
Open guide →GuideUnderstand denied attachment extensions
Understand denied attachment extensionsKnow security deny-list.
Open guide →GuideUnderstand Mailbox Exchange cron account synchronisation
Understand Mailbox Exchange cron account synchronisationKnow after_cron_run account processing.
Open guide →GuideUnderstand Mailbox Exchange cron outbox processing
Understand Mailbox Exchange cron outbox processingKnow scheduled queue processing.
Open guide →GuideUnderstand queued outbox locking
Understand queued outbox lockingPrevent duplicate sends.
Open guide →GuideUnderstand Mailbox Exchange retry limits
Understand Mailbox Exchange retry limitsKnow retry count and delay.
Open guide →GuideUnderstand Mailbox Exchange database tables
Understand Mailbox Exchange database tablesIdentify module-owned data areas.
Open guide →GuideUnderstand Mailbox Exchange secret encryption
Understand Mailbox Exchange secret encryptionKnow protected credentials.
Open guide →GuideUnderstand Mailbox Exchange CSRF handling
Understand Mailbox Exchange CSRF handlingKnow AJAX request protection.
Open guide →GuideUnderstand Mailbox Exchange account and ownership enforcement
Understand Mailbox Exchange account and ownership enforcementKnow layered access.
Open guide →GuideUnderstand local message deletion scope
Understand local message deletion scopeKnow deletion is local.
Open guide →GuideUnderstand Mailbox Exchange retention and file cleanup
Understand Mailbox Exchange retention and file cleanupKnow dependent cleanup.
Open guide →GuideVerify Mailbox Exchange after installation
Verify Mailbox Exchange after installationRun end-to-end test.
Open guide →GuideTroubleshoot a missing Mailbox Exchange menu
Troubleshoot a missing Mailbox Exchange menuRestore visibility within scope.
Open guide →GuideTroubleshoot account form permission behaviour
Troubleshoot account form permission behaviourHandle supplied capability mismatch safely.
Open guide →GuideTroubleshoot an IMAP authentication failure
Troubleshoot an IMAP authentication failureDiagnose without disabling TLS validation.
Open guide →GuideTroubleshoot an SMTP send failure
Troubleshoot an SMTP send failureDiagnose failed/retried outbox.
Open guide →GuideTroubleshoot Mailbox Exchange sync not running
Troubleshoot Mailbox Exchange sync not runningCheck mode, cron, due and status.
Open guide →GuideTroubleshoot hybrid light-sync not running
Troubleshoot hybrid light-sync not runningCheck all preconditions.
Open guide →GuideTroubleshoot a scheduled message not sent
Troubleshoot a scheduled message not sentCheck due queue and account.
Open guide →GuideTroubleshoot missing recipient suggestions
Troubleshoot missing recipient suggestionsCheck option/query/source permissions.
Open guide →GuideTroubleshoot Mailbox Exchange AI unavailable
Troubleshoot Mailbox Exchange AI unavailableCheck all prerequisites.
Open guide →GuideTroubleshoot an automatic reply not sent
Troubleshoot an automatic reply not sentCheck order, exclusions, conditions, limits and SMTP.
Open guide →GuideTroubleshoot a missing or unsafe attachment
Troubleshoot a missing or unsafe attachmentCheck download/size/extension/storage.
Open guide →GuideTroubleshoot missing read-receipt events
Troubleshoot missing read-receipt eventsAccount for mail-client behaviour.
Open guide →GuideTroubleshoot an email-to-CRM conversion failure
Troubleshoot an email-to-CRM conversion failureCheck permissions/fields/source.
Open guide →GuideRun the Mailbox Exchange operational go-live checklist
Run the Mailbox Exchange operational go-live checklistVerify complete production readiness.
Open guide →