Accounts page

Purpose

This flow allows users to connect or purchase sending email accounts for use in cold outreach. It supports Gmail, Outlook, and custom IMAP/SMTP providers. Once connected, all accounts appear in a centralized list with metadata and action options.

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1. Navigation Entry Point

Navigation:
https://app.chat.io/accounts/add

• User logs in and clicks on the "Accounts" tab from the sidebar.

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2. Email Connection Options

Upon accessing the page, users see options to add a new email account using one of three methods:

Option 1: Connect Existing Email

User clicks "Connect Email", then selects one of the following providers:

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➤ Google (Gmail)

• Opens a Google OAuth pop-up:
  “Connect your Gmail account”

• User signs in via Google login.

• Permissions are granted through the standard Google OAuth flow.

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➤ Outlook (Microsoft 365)

• Redirects user to https://login.microsoftonline.com

• User logs in with Microsoft credentials.

• OAuth-based access approval is completed.

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➤ Custom Provider (IMAP + SMTP)

User is prompted to manually enter the following:

• Email address

• Provider name

• Incoming mail (IMAP) server

• Outgoing mail (SMTP) server

• Ports and encryption type (SSL/TLS)

• Credentials (Username and Password, if applicable)

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Option 2: Buy New Email

Users may choose to purchase a new mailbox from within the platform. This typically includes:

• Automated domain setup

• SMTP configuration handled internally

[insert the link to buy doimans flow]

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3. Post-Connection: Email Appears in List

After successful connection or purchase, the new email is added to the Accounts list.

Each row in the list displays:

• Email Address

• Provider

• Health Score

• Total Emails Sent

• Status (Connected / Not Connected)

• Action Menu (3 Dots)

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4. Health and Status Indicators

Each connected email shows:

• Health Score (numerical or colored scale)

• Status: e.g., "Connected", "Disconnected", or "Reconnect Required"

• Provider: Google, Outlook, or Custom

• Emails Sent: Total number of emails sent using that address

 

Email Health Score & Deliverability Dashboard

Once an email is connected, it’s displayed in the Accounts tab with additional metrics, including:

• Email Address

• Provider

• Health Score (0–100)

• Total Emails Sent

• Status (Connected / Needs Reconnect)

• 3-dot menu (actions)

Clicking on the Health Score opens the Email Deliverability Dashboard, which evaluates the domain’s ability to successfully deliver emails based on the following metrics:

Each row is color-coded:

• ✅ Green: Active/Valid

• ⚠️ Yellow: Missing or incomplete

• ❌ Red: Critical (e.g., blacklisted)\

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5. Actions Menu (⋮)

Clicking the three-dot menu on each email opens four options:

1. Email List – View campaigns or mail associated with the account

   

2. Send Email – Opens sidebar form with:

   • To

   • Subject

   • Email Body

     

3. Reconnect – Re-runs the provider connection flow

4. Delete – Permanently removes the email from your account