Email SYNC Integration Guide
Connect an email account to ChatFlow SYNC so AI drafts replies to incoming mail that you review and approve.
SYNC connects your inbox so ChatFlow drafts AI replies to incoming email, which you review, edit, and approve before they send. For day-to-day use, see Use SYNC for Email. This guide focuses on connecting an account.
Plan availability
Email SYNC is available on the Enterprise plan, and during the free trial.
Connect an email account
Select SYNC in the sidebar, then Connect Email Account.
Sign in with Microsoft
Choose Microsoft and sign in with your Outlook.com or Microsoft 365 account. Review and accept the read and send mail permissions.
Work accounts may need admin consent
For a work or school account, your IT administrator may need to grant consent for the ChatFlow SYNC app once for your organization.
How replies work
Once connected, SYNC pulls in incoming email and drafts a reply for each one based on your chatbot's training. You review drafts in the Review tab, edit anything you want, and approve to send, nothing goes out without your approval unless you enable automatic handling. See Use SYNC for Email for the day-to-day workflow.
Verify it's working
- After connecting, send a test email to the connected address.
- Select Refresh in SYNC (or wait for the next sync) and confirm the email appears.
- Open its draft, edit if needed, and approve it, then confirm the reply arrives in your email client.
Troubleshooting
The connection failed or expired
For OAuth providers, select Reconnect and re-authorize (tokens expire periodically for security). For IMAP/SMTP, recheck your servers, ports, and credentials, and use an app password if two-factor authentication is on.
Drafts are not generating
Confirm your chatbot is trained and active, that the email connection is still active, and that automatic drafting has not been turned off.
Your password is never stored for OAuth
Connecting Outlook, Gmail, or Yahoo uses secure token-based authentication, ChatFlow never sees your password. Keep your replies compliant with anti-spam rules (such as CAN-SPAM and GDPR) in your region.