AI assistance, CRM conversion, read receipts and attachments

Understand Mailbox Exchange AI prerequisites

Check every condition before AI use.

Audience: Mailbox Exchange usersPermission: Account Read where required and AI enabledModule v1.0.0

Exact navigationAdmin Area → Mailbox Exchange → Inbox/Compose → AI

What this guide covers

Check every condition before AI use. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Exact step-by-step process

Open the exact navigation path shown above.
Select the authorised mailbox, message or configuration record.
Complete the fields or action described in this guide.
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

Global AI enabled.
Account AI enabled.
Decryptable OpenAI key and supported model.
Message-based actions require Read.

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.