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SendGrid - Send Email Setup
Select "SendGrid", open its website:
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Log in yourself, enter your SendGrid "Dashboard" from the upper right corner.
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Follow step 1, 2 and 3 to create API key:
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Give an API key name, select "Restricted Access".
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Make sure you give UChat full access to "Mail Send" and click "Create & View" at the very bottom of the page.
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Once done, copy your key back to UChat.
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To get a "Sender Email", let's get back to SendGrid's website again. Click "Create a sender identity" and "Greate a Single Sender":
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Fill in your details and "Create":
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A verification link will be sent to your email, click it to get verified.
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Send Email Notification
After setup your email integration, you can select it as a sender in your "Email Profile" list. Check how to send email notification?
Send Email Step
Add a Send Email step by right-clicking in your workspace or from the "Add new step" button:
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This is how a Send Email step looks like:
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Name a sender and receiver. There are 3 blocks of information, subject, message and attachment. Feel free to add what you need.
This is an example of an email from the user's side:
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SendGrid - Send & Receive Email Set up
We released a new feature that allows you to sync your email both ways and even reply to incoming emails using our native Sendgrid integration.
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First of all, we will need to integrate with Sendgrid.
Connecting to Sendgrid
In order to connect to Sendgrid go to the integration section from your UChat dashboard and then go to the section Email Marketing and choose Sendgrid
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Let’s head into Sendgrid and see which steps we need to make:
Fetching the API Key
We will first grab the API key by going to Settings -› then select API Keys. Once here press the button “Create API Key”.
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Once you are done let’s head over to the next section which will be to Authenticate a domain
Sender Authentication
From the left-hand menu where you found the section for API keys go down a bit until you see Sender Authentication and press it
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From here you will get an overview of your domains but if this is your first time that overview will be blank
Domain Authentication
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Press the first button named “Authenticate Your Domain”
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Once the verification has passed you will get a confirmation screen
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Single Sender verification
Now that the domain is registered you will need to go ahead and verify an email that can be used
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Once done you will see an overview of your verified email
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Connecting to UChat
Now that we have all the pieces of information it is time to fill them into the UChat integration.
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You are now good to go and use 2-way email syncing in UChat!
How to use 2-way email syncing
Let’s head into a chatbot and go to a live chat conversation with a bot user who already opted in for email and create an email to send.
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