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Email setup has two parts: the delivery account that sends the message and the sending profile that supplies its display name and signature. A profile without a usable delivery account cannot send. Open Inbox from the CRM section when email is enabled, then switch to Sender. The current setup layout starts with Connect an account, followed by Name and signature.
Screenshots show the desktop interface with fictional example data. Names, messages, counts, and connection states are illustrative, not account defaults or evidence of live activity.
Delivery accounts and sending profiles have separate controls.

Delivery accounts and sending profiles have separate controls.

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Connect a delivery account

Choose Gmail for the standard connection flow, or an available advanced provider for your setup. Use the form’s fields and validation messages for the provider you choose. For SMTP, follow the mailbox provider’s authentication instructions; an app password may be required. A provider cannot be changed on an existing sender. Add the appropriate account if you need another provider.
The Gmail connection dialog offers another account when one is already connected.

The Gmail connection dialog offers another account when one is already connected.

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Set the name and signature

Create or select a sending profile and assign it to the delivery account. Review the signature preview. When a profile is assigned, its name and signature take precedence over a plain fallback From name. A campaign can select a profile, while the sending pool selects a delivery account carrying that profile. Give profiles names that make their purpose clear, such as Founder introduction or Customer follow-up.

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Confirm reply handling

Sending support and inbox support are different capabilities. An SMTP account without inbound settings is send-only. API delivery providers do not automatically provide a readable mailbox just because they can send. Before starting outreach, verify where replies will arrive and that the intended account appears in Inbox. If you choose to send a test message, use a recipient you control and verify both delivery and the reply path.

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Set volume deliberately

Where available, Daily limit caps the sender’s volume and Rotation weight controls its share of pooled work. A higher weight gives an account a larger share; it does not grant more provider capacity. Avoid duplicate entries for the same mailbox. They can distort rotation without providing another mailbox’s capacity. Platform restrictions and provider quotas still apply.

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Resolve account errors

The sender form validates credentials when saved and displays known account problems. Reauthorize a revoked connection or fix the fields identified by validation. When replacing a stored secret, follow the form’s instruction about leaving a field blank to keep its current value. Never place the secret in a task prompt.