Helpwise supports a complete 2 way sync with Outlook. Here’s how you can set up your Outlook email inbox as a shared inbox in less than 2 minutes!
Folders in Outlook will appear as Tags on Helpwise and vice versa
Previous conversations on Outlook get migrated
Archived emails in Outlook appear as 'Closed' on Helpwise
Email snooze: If you snooze an email in Helpwise, it will move to the Snooze folder of Outlook. Note that if you move an email to the Snooze folder in Outlook then Helpwise won't reflect the same.
Select ‘Inboxes’ from the top navigation bar and go to ‘Add inbox’
Click on the "Microsoft" icon to connect your account with Helpwise
Enter your Outlook email id and hit "Connect Outlook". (Do not enable the toggle - keep it turned off).
You will be directed to sign in to your Outlook account
After signing in, give Helpwise the permission to access your Outlook account (Hit "Yes")
You are done! You can start sending and receiving new emails in your Helpwise shared inbox.
Note: Old emails in your Outlook inbox will automatically start importing, it may take 24-48 hours to complete the import, depending on the volume
In the Settings, you can also:
- Give team members access to the inbox
- Set up aliases
- Set up assignment rules
- More settings