If you are using Microsoft Office 365 or Google Suite to manage an email domain for your organization, you can 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 workspaces, in the following format:
casper+alias@example.com
. Challo assigns a unique value toalias
for each workspace. - 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, Challo sends notification emails from casper@cafex.com
in some cases. The majority of the features are not going to be available to in your tenant.
Configuring Challo to connect to your mail server
As a tenant’s administrator, to setup the Challo assistant to use a mailbox:
- Create a mailbox for the assistant:
- Microsoft Office 365—See: Add users to Office 365
- Google Suite—See: Add users individually
- Open your Profile menu > Tenant settings > Email
- 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. - 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: STARTTLSIf you are configuring another Exchange server, these hostnames and ports must be accessible from Challo.
See also: - Alternatively, if you provide a SendGrid API key for outbound messages, emails that your Challo assistant sends originate from SendGrid. See: SendGrid—API keys
- Verify your Challo assistant mailbox - See BLEOW
- Click Update
Configuring Microsoft Exchange Server for Challo
As a administrator, in your Exchange Server configure the following:
- Configure your mail flow settings for the Challo assistant - See BELOW
- 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:
- To receive email from outside of your organization, set the accepted domain to use internal relay
See: Managed accepted domains in Exchange Online - 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 ruleApply 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 forcasper+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.