In order to create support tickets automatically from the emails sent to your support addresses, you must connect your email addresses to Infoset.
If you want to link a Gmail or G Suite account to Infoset, you can follow the steps in this article: Connect your G Suite or Gmail account to Infoset
- Open Settings > General Settings
- Select the Email Settings menu on the left and click New Email Account on the top right
- Similar to the example below, enter your own email account settings and click Save
You can automatically convert your incoming emails to tickets by selecting a support pipeline and stage from the Pipeline / Stage dropdowns. Likewise, by choosing a sales pipeline, you can automatically turn incoming emails into deals.
After setting up your email account, you can go to a ticket or deal and click the Reply Email button to reply to your incoming emails via Infoset.
In outgoing emails, you can add people to CC, BCC, and add images/videos/files to your emails.