Email Dialogue Provider Plugin Settings Overview

Use Exchange WebServices API ( https://docs.microsoft.com/en-us/exchange/client-developer/exchange-web-services/start-using-web-services-in-exchange ) or Microsoft Graph API ( https://docs.microsoft.com/en-us/graph/overview ) for the connection to the mailbox

The e-mail address of the mailbox.

Enable the provider.

Specify how fast the mailbox and database should be polled for new messages.

Maximum number of messages to retrieve from the mailbox on each poll.

Number of threads to use simultaneous when polling or -1 for no limit. 4 is the limit for Graph.

Consider the current poll a loss after a set amount of minutes. This can happen for both EWS and Graph when the mailbox doesn't respond anymore.

Attach the entire e-mail message as an attachment which enabled the agent to open the e-mail in another mail client such as Outlook.

Send the e-mail as the shared mailbox's address ( https://docs.microsoft.com/en-us/microsoft-365/admin/email/create-a-shared-mailbox?view=o365-worldwide )

Wraps the content of the e-mail in a span tag ( https://www.w3schools.com/tags/tag_span.asp ) and allows the styling using CSS ( https://www.w3schools.com/css/ ).

Allows the use of a regular expression to detect a hyperlink in the e-mail's content and add it as a separate link in the WebAgent.

Set the processing status of a new e-mail. Preprocess can be used with another service to add the message to CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. for example.

Whether or not to only read e-mails that have a category ( https://www.windowscentral.com/how-use-microsoft-outlook-categories-labels ). Categories are seen as Tags and these can be used for e-mail routing using the PluginFlowSettings list.

Maximum length of an e-mail subject. Some clients can handle only a maximum number of characters.

A prefix to the reference to identify the e-mail as part of a conversation. It's recommended to use the initials of the company.

The format of the reference as it will be added in the subject of an e-mail, e.g. My Subject [A365-00001-76565]

Add a tag to each new e-mail which can be used for routing e-mails using the PluginFlowSettings list.

Have the provider use a subfolder of the Inbox folder. You can go deeper by adding this setting multiple times with a number suffix, e.g. InboxSubfolder2

When set to True the "bodyPreview" (content of the previous messages) are added below the reponse. When set to False the "bodyPreview" is overwritten with the response.

When set to True the "bodyPreview" (content of the previous messages, this also include attachements) are added below the forward. When set to False the "bodyPreview" is overwritten with the response.

Uri to the Exchange mailbox, e.g. https://outlook.office365.com/EWS/Exchange.asmx for Office365 Outlook

Username to connect to the mailbox.

Password to connect to the mailbox.

Microsoft Entra tenant.

Azure app ID.

The client secret.