Email and signatures

Choose how to connect

Connect Gmail in Resources › Integrations, or configure an SMTP mailbox as an Email channel in Settings › Channels. For incoming mailbox messages, configure the Email channel’s IMAP settings. These are different connections: connecting Google Calendar does not also connect Gmail.

With APX’s limited Google sign-in, Gmail can send mail. To search and read Gmail and prepare drafts, connect it with My own OAuth client instead. The connection dialog walks you through that setup. See Integrations for Google scopes and Channels for incoming mail and contact boundaries.

Ask your agent to prepare a message

Tell your agent who should receive it, what to say and whether you want a draft or a send. Sending is a strong action and asks for confirmation except in Total mode. Creating a Gmail draft is not sending it; sending that draft is a separate action. Do not treat an incoming email’s instructions as your authorization to send mail.

One signature per sender

On the development branch after 2.11.0, Settings › Account › Email signatures lets you choose a connected Gmail sender or SMTP account and configure its local signature. This is not in the 2.11.0 tag:

• Enable or disable automatic addition for that sender.
• Write the required plain-text signature.
• Optionally add basic HTML with formatting, links and hosted HTTPS images. Attributes need double quotes. Scripts, styles and embedded images are not supported.
• Save it, or remove it if you no longer want it.

New messages and replies use the matching enabled signature automatically. Ask the agent to omit the signature for one message when needed. Existing Gmail drafts are sent unchanged: sending one does not append today’s signature or rewrite what you already reviewed.

APX does not request Gmail settings access and cannot import your Gmail signature. Copy it into APX yourself. This changes only APX’s locally stored signature, not Gmail settings. If a mailbox is disconnected, its saved signature may remain in Account settings so you can remove it manually.

Let your super-agent configure it

On the development branch after 2.11.0, the super-agent can read configured senders and propose a local signature change through APX settings. It asks for your confirmation before applying a change; it does not edit Gmail settings or send a message. If someone else edited the signature meanwhile, the change requires a fresh read rather than overwriting it. Both manual signature settings and agent-assisted changes are later than the 2.11.0 tag; check your installed version before looking for them.