Connect an automated sender so invoices, agreements, forms, reminders, confirmations, and portal messages can come from your business email address.
Before you begin
This connection controls automated client email. It is separate from connecting a mailbox for reading and replying to conversations in Inbox.
Trial accounts without a connected sender may have document-send actions restricted to prevent abuse.
Connect your sender
Choose Connect Google, Connect Microsoft, or Connect SMTP server.
Complete the provider authorization or enter the requested SMTP details.
Return to Moxie and confirm that the sender is active.
Before continuing, confirm that Moxie shows the intended sender as verified.
After onboarding, manage this connection under Settings → Communications → Email. Inbox accounts are managed separately because they power two-way Inbox conversations.
What happens next
Moxie uses the active sender for automated messages and document-sharing flows. Where a feature allows it, you can still select a template and personalize the subject and message before sending.
Troubleshooting
If the provider returns an authorization error, reconnect the account and make sure popup or redirect blocking is disabled.
If an SMTP connection fails, verify the server, port, username, password, and security requirements with your email provider.
If an old account is shown, disconnect it before connecting the intended sender.
Continue the Getting Started tutorial