SendGrid - Send Email Setup

Select "SendGrid", open its website:

...

A verification link will be sent to your email, click it to get verified.

...

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:

...

This is how a Send Email step looks like:

...

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:

...

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.

...

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

...

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”.

...

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

...

From here you will get an overview of your domains but if this is your first time that overview will be blank

Domain Authentication

...

Press the first button named “Authenticate Your Domain”

...

Once the verification has passed you will get a confirmation screen

...

Single Sender verification

Now that the domain is registered you will need to go ahead and verify an email that can be used

...

Once done you will see an overview of your verified email

...

Connecting to UChat

Now that we have all the pieces of information it is time to fill them into the UChat integration.

...

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.

...