AI assistance, CRM conversion, read receipts and attachments

Understand effective Mailbox Exchange AI preferences

Know global/account preference resolution.

Audience: Mailbox Exchange usersPermission: Accounts: EditModule v1.0.0
Exact navigationAdmin Area → Mailbox Exchange → Accounts → Open account → AI settings

What this guide covers

Know global/account preference resolution. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Exact step-by-step process

  1. Open the exact navigation path shown above.
  2. Select the authorised mailbox, message or configuration record.
  3. Complete the fields or action described in this guide.
  4. Save or submit once, then verify the resulting status and related record.

Fields, choices and supported possibilities

This workflow does not expose additional user-entered fields.

Code-backed validations and workflow rules

  • Account overrides global.
  • Tone, length, language, signature and style notes affect prompts.
  • Supplied global languages include en, de, fr, es, it.

Expected result and verification

  • The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

  • Use the exact authorised account, role and record before saving or sending.
  • Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
  • Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
  • Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.