Email configuration

ATMOSai offers 2-way email integration, which allows you to send email from ATMOSai and automatically log the replies. Atmos will auto-log any email that appears in your Inbox. Emails sent from ATMOSai will automatically appear in your Inbox.

By connecting your email account with ATMOSai (via IMAP/SMTP), ATMOSai will begin to automatically track email threads with any contacts you have in your organization, specifically if those emails were sent from ATMOSai.

The benefit of this is twofold:

Your ATMOSai Inbox becomes a concise list containing only emails that are actionable and haven’t yet been handled.

We automatically exclude email communications between coworkers and any email address that is not connected to a Contact in ATMOSai .

Can I stop ATMOSai from archiving emails in my email account?

No, this action cannot be stopped if you select “Done” on an email in your Inbox, but the archived emails can easily be found by choosing the CRM, selecting your “Inbox” and clicking “Done”. 

Is it possible to archive email in other people's email accounts?

No. We hide the checkboxes and Done/Snooze buttons from Inbox when you’re looking at your coworker’s Inbox (or have ‘All Users’ selected), since we thought it would be a bad idea to allow people to archive each other’s email, etc. The only exception to this rule is that an Admin User can archive SMS and emails for any User. 

On the lead page, you should only see the Done button if the email appears in your own Inbox (because you received a copy of that email). Pressing the Done button (from the lead page or in Inbox) will only mark the incoming email as handled for yourself (other recipients will have to handle it from their Inbox separately) and it will only archive it in your own email account.

Creating Your Email Signature

You’ll also want to set up your email signature under Settings > Email > Email Signature. You can use the editor to add text, images or forms, or if you have the HTML for an existing signature, simply add the code

Save it once you’re done and you’re all set up!

Setting up an Email Alias

To send emails from another email address in your ATMOSai account, you can set up an alias. In most cases, this should only be used if the alias is on the same domain. For instance, if your email account is anthony@bar.com and you want to send an email as support@bar.com too. If you’re looking to send emails from a different domain you may want to set up a separate email account in ATMOSai so that you can use that domain’s SMTP credentials.

To get started head to Settings > Integrations > Connected Accounts and click the pencil beside your existing account. Then, find the “Add From Address” button below your email. 

Email aliases can also be used to indicate that a particular email address belongs to the organization, which helps Atmos determine whether an email was incoming or outgoing, and is also used to filter out intra-company communication (see more here).