How to Connect Email Accounts to Origami (Office 365)

  1. Create a new page.
  2. Set the page type as “Page with Application.”
  3. Choose the mail icon.
  4. Install and create the page.
  5. Open the Entity Settings for your Email App.
  6. Click the Configurations button.
  7. Use the “+” icon to add a new account.
  8. Choose whether to connect via SMTP or Microsoft 365.
  9. Enter the required fields (SMTP credentials or Microsoft login) and connect the mailbox.

 Connect the Email App to the Omnichannel

  1. From the Visual Editor, create a new Omni Widget.
  2. In properties (Step 3) turn on the radio button for “Email App.
  3. Save the widget.
  4. Enter an instance you’d like to send mail from (e.g., a client record).
  5. Click the “Send Message” button inside the Omni Widget.
  6. In the Channel dropdown, select Email App.
  7. Choose which mailbox account to send from.
  8. Add your subject and content, upload files if needed, and hit Send.

What this unlocks

  1. Connect multiple mailboxes to Origami.
  2. Send and receive messages without leaving the platform.
  3. Keep every conversation in context, directly tied to client and lead records.
  4. Manage email alongside WhatsApp and other channels in one omni-widget.