Connect your mailbox

Terry sends from your own Gmail or Outlook address, so people see your name and replies come back to you. Open Integrations, press the Gmail or Outlook tile and connect.

1. 1Open Integrations at the foot of the rail. Tiles are grouped, starting with Mailboxes.
2. 2Press the Gmail or Outlook tile. A panel opens on the right. You can also press Connect an account at the top of the page.
3. 3Press Connect Gmail or Connect Outlook. Terry first explains what happens next. Press Continue to sign in.
4. 4Sign in on Google's or Microsoft's own page. Your password goes to them only.
5. 5When Google asks for permissions, tick every box (or Select all): sending, reading replies and your calendar. Then press Continue.
6. 6Back in Terry, the tile says Connected and the panel shows Disconnect. If it ever needs attention, it moves to the Needs you row at the top of Integrations with Reconnect.

Each person connects their own mailbox. Nobody needs an admin to set anything up first.

Other mail servers (admins)

Admins see two more tiles under Mailboxes. Both are also in the Actions menu at the top of Integrations.

• SMTP server sends the whole workspace's email through your company's server. It takes a From address, the server's address, port, username and password, and has Send test. Terry does not read replies through it, so answers to it do not reach the Inbox. Use Gmail or Outlook where you can.
• Plain mailboxes (plain SMTP and IMAP) is a beta, so it only appears if your workspace has it switched on. Add a plain mailbox adds a bought outreach mailbox as a full Terry mailbox: its own daily limit, its own warm-up, and replies read back into the Inbox.

Your calendar

Connecting Gmail or Outlook also connects your calendar, so Terry can offer meeting times and add a Google Meet or Teams link. You do not need Zoom. The Calendar tile under Meetings shows it.

An admin sets the video link and the booking hours: open your menu at the top right, Your account, and under Booking availability press Change beside the row.

In Classic

1. 1Open Integrations. You are on Channels, Mailboxes.
2. 2Press Connect Gmail or Connect Outlook on the card, then follow the steps above.
3. 3The card turns green with Disconnect, or shows Reconnect when it needs attention.

Admins find Your email server (SMTP) and Mass send mailboxes as cards under Mailboxes. The video link and booking hours are on your Account page. To switch dashboards, see The new dashboard.