Protected: Getting Started with Canary for Support (Web App)

The Canary Web App for Support allows users to access their shared inbox account and all its emails via the web. Follow this quick guide to set up and start using the web app efficiently. Step 1: Sign In Visit app.canarymail.io and sign in with your account. If you use Gmail, select 'Sign in with Gmail.' If using any other provider, enter your email, and you'll receive an activation link in your inbox. Click on the link to proceed. Step 2: Enter Details & Continue Enter your details and select 'Continue'. Step 3: Connect Your Shared Inbox Click 'Continue' to connect your shared inbox. If you encounter issues, use the 'Book a meeting' option to book a meeting with us and get assistance. Step 4: Choose Your Email Provider If the account you want to connect is Gmail, select 'Gmail'. If not, choose 'Other email account'. If you selected Gmail, click 'Sign in with Gmail' and grant the necessary permissions. Select 'Select all' when prompted for 'Select what Canary Mail can access', then click 'Sign in with Google'. Step 5: Finalize Shared Inbox Setup Edit the 'Inbox Name' (this will be visible to your team members) and select a color (this color will appear in the Canary in-app mail list) as per your preference. Your shared inbox is now connected! Step 6: Invite Your Team Add the email addresses of your teammates to send them an invitation. Alternatively, you can invite them later. Step 7: User Invitation Email Invited users will receive a 'Getting Started' email with instructions. Step 8: You're All Set! Manage your team via the 'Admin Console' at admin.canarymail.io. Access your shared inbox on the web via app.canarymail.io and on macOS via the Canary Mail app. For Mac setup instructions, refer to this guide: https://canarymail.io/help/getting-started-with-canary-for-support-macos-app/ Managing Shared Inbox via Admin Console You can control who has access to the inbox by assigning it to a specific team. Manage team settings here and add new active users to your organization here. Alternatively, you can also share it with 'All Users' of your Organization. In the admin console (admin.canarymail.io), admins can customize and manage shared inbox settings under 'Shared Inboxes': 1. Inbox Settings – Change the Inbox Name, Color, and Access Permissions. Use Folders to map the Inbox Path and Sent Path. If syncing issues arise, use the refresh icon to Force Sync folders. 2. AI Chatbot – Train the chatbot by adding URLs, sitemaps, and text-based materials. Under Chat Sources, view details of what the bot has been trained on. 3. Automations – Set up automated responses for: New Tickets Pending Tickets (configure when and how reminders should be sent) Solved Tickets (send CSAT surveys for user feedback on support quality) 4. Analytics – Track team performance, monitor individual contributions, and analyze overall support efficiency. If you face any issues, feel free to reach out to us at hello@canarymail.io or book a meeting with us here: https://calendly.com/canary-mail-team/demo.