Challo Support

If you are using Microsoft Office 365 or Google Suite to manage an email domain for your organization, configure the mailbox of your Challo assistant.

In this article, the mailbox of the Challo assistant is: casper@example.com

• casper is the primary alias of the mailbox.
• The Challo assistant uses dynamic aliases to target tracks, in the following format: casper+alias@example.com. Challo assigns a unique value to alias for each track.
• Your mail server forwards emails in this format to the mailbox of your Challo assistant.
  • Google Suite, by default performs this.
  • Microsoft Office 365 requires further configuration—see: Configuring Microsoft Exchange for Challo

If you do not configure an assistant mailbox, the CafeX assistant sends emails from casper@cafex.com when necessary.

Configuring Challo to connect to your mail server

As a tenant’s administrator, to setup the Challo assistant to use a mailbox:

1. Create a mailbox for the assistant:
   • Microsoft Office 365—See: Add users to Office 365
   • Google Suite—See: Add users individually
2. From your Challo menu, click Tenant settings
   
   
   
   
3. Click Email
4. Complete the mailbox configuration for your assistant to use.
   

   Attribute	Description
   Mailbox	The mailbox identity of your Challo assistant. For example: casper
   Domain	The domain of your Challo assistant’s mailbox. For example: example.com
   Display Name	the display name the assistant presents in the emails it sends. For example: Casper
   Mode	Important: Unless Challo instructs you, set this to Unseen. The Challo assistant processes unread emails, before it marks them read.

5. If you are configuring a Microsoft Office 365 suite, specify connection details for your Exchange Server:
   

   Attribute	Description
   Password	The mailbox password for your Challo assistant.
   Server	The address of your IMAP email server. For example: outlook.office365.com
   Port	The IMAP email server port. For example: 993
   SMTP Server	The address of your SMTP server. For example: smtp.office365.com
   SMTP Port	The port of your SMTP server. For example: 587
   SMTP Encryption	The encryption method to use to connect to your SMTP Server. For Microsoft Exchange use: STARTTLS

   If you are configuring another Exchange server, these hostnames and ports must be accessible from Challo.
   See also:

   • Microsoft Exchange Online IMAP4
   • Configure authenticated SMTP settings for POP3 and IMAP4 clients in Exchange Server
6. Alternatively, if you provide a SendGrid API key for outbound messages, emails that your Challo assistant sends originate from SendGrid. See: SendGrid—API keys
7. Verify your Challo assistant - See BLEOW
8. Click Update

Configuring Microsoft Exchange Server for Challo

As a administrator, in your Exchange Server configure the following:

1. Configure your mail flow settings for the Challo assistant - See BELOW
2. Configure the assistant mailbox - See BELOW

Configuring the Microsoft Exchange mail flow rules

As a administrator, to create the mail flow rules that the Challo assistant uses to detects dynamic alias, configure the following: 

1. To receive email from outside of your organization, set the accepted domain to use internal relay
   See: Managed accepted domains in Exchange Online
2. Create a rule to forward emails to the mailbox of the Challo assistant with the following:
   

   Attribute	Description
   Name	The name of your Challo assistant mail flow rule. For example: Challo Assistant rule
   Apply this rule if…	Set this to: The recipient address includes… The primary alias of your Challo assistant mailbox. For example: casper
   Do the following…	Redirect the message to… Your Challo assistant

   See: Manage mail flow rules on Exchange Online

   For example:
   The mail flow rule for the mailbox for casper+alias@example.com may appear as the following:
   
   

Challo assistant mailbox configuration

As an administrator, To allow Challo to read calendar events in the Challo assistant mailbox, enable the follow IMAP option:
Send event invitations in iCalendar format

See also: Microsoft—POP3 or IMAP4 Settings for a user

Verifying your assistant mailbox

After you fill in the mailbox settings, to verify that Challo can connect to your assistant mailbox, click Validate email config.

Challo uses the configuration you provide to:

• Connect to the mailbox to check that Challo can read emails it receives.
• Make a request to send an email from the mailbox. Challo does not verify that it receives the email, only that the request to send an email is successful.

If the validation is not successful, there is an error message that Challo receives during the attempt to connect to the mailbox.