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. 

 

 1. Navigation Entry Point 

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

 

 

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

 

 

 

 

 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: 

 

 

 ➤ 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. 

 

 

 

 

 ➤ Outlook (Microsoft 365) 

 

 

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

 

 

 User logs in with Microsoft credentials. 

 

 

 OAuth-based access approval is completed. 

 

 

 

 

 ➤ 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) 

 

 

 

 

 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] 

 

 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) 

 

 

 

 

 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: 

 

 

 

 

 

 Metric 

 Score Weight 

 Status Description 

 

 

 

 

 Reply Rate 

 15 pts 

 % of recipients replying 

 

 

 Bounce Rate 

 20 pts 

 % of emails that bounced 

 

 

 DNS BL 

 10 pts 

 Whether domain is blacklisted 

 

 

 MX Record 

 4 pts 

 Mail exchange record status 

 

 

 SPF Record 

 – 

 Authenticates sender IP 

 

 

 DKIM 

 4 pts 

 Email signing active 

 

 

 DMARC 

 – 

 Alignment & policy check 

 

 

 Deliverability Score 

 35 pts 

 Combined score summary 

 

 

 

 

 

 

 

 

 Each row is color-coded: 

 

 

 ✅ Green: Active/Valid 

 

 

 ⚠️ Yellow: Missing or incomplete 

 

 

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

 

 

 

 

 5. Actions Menu (⋮) 

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

 

 

 

 Email List – View campaigns or mail associated with the account 

 

 

 

 Send Email – Opens sidebar form with: 

 

 

 To 

 

 

 Subject 

 

 

 Email Body 

 

 

 

 

 

 Reconnect – Re-runs the provider connection flow 

 

 

 Delete – Permanently removes the email from your account