Adding email accounts for email handling

Users can interact with Pega Email Bot by sending emails to the system and receiving replies. Set up at least one email account for the Email channel so that users know to which email address to send their requests.

Before you begin: Perform the following tasks:
  1. Set up an email account. For more information see Creating an email account.
  2. Define an email listener for the email account. For more information, see Creating an email listener.

The Pega Platform email accounts that you add to the Email channel must be unique and cannot be already associated with another channel or a case type. You can add more than one email account to an email bot for email handling.

  1. In the header of Dev Studio, click the name of the application, and then click Channels and interfaces.
  2. In the Current channel interfaces section, click the icon that represents your existing Email channel.
  3. In the Email channel, click the Configuration tab.
  4. In the Email handling section, click Add email account, and then select an email account.
  5. Optional: To verify that you can use the email account that you selected, click Verify.
    For more information about troubleshooting email integration settings for the Email channel, see Troubleshooting email accounts in the Email channel.
    Result: If the email account verification fails, you can view information about the reason why the process failed by clicking a link.
  6. If you want to define additional email accounts for the email bot, repeat steps 4 and 5.
  7. Click Save.
What to do next: Select a reference operator for the email bot. For more information, see Selecting a reference operator for an Email channel.