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Navigate to Tenant → Integrations and select Email Connector App. The Email App is available Out-of-the-box. Email server instances are created under the App.
On the Instance tab, click on Create Instance.
The Instance details screen is now open. An instance represents your Email or SMTP server.
Add Instance Name and Description.
Click Next to redirect to the Email Server section.
On the Email Server section, Add the Host Name. This is the internet name of the server. Ex.: smtp-mail.outlook.com
Enter the Username. Some email providers may require your full email address as your user name.
Enter the account Password you use to sign in to your email account.
Note: Advanced Encryption Standard (AES) algorithm encryption is used to ensure that the password is stored in clear text, and not misused.Add Default From Address from which the email should be triggered.
Add Default From Display Namethat's should be displayed as Sender’s name.
Enter the Default Reply to Address. This is the email address to which the user's response should be sent.
Add Default Reply to Display Name that should be displayed when the user responds to the email from Luma.
Enter the Port Number to be used by the outgoing mail server. This port number helps to upload emails onto a server and then relay them to other mail servers.
Enter the Redirect Email Address. In case the outgoing email address blocks the email from Luma, the email is sent to the specified in Redirect Email Address. This enables the end-users to monitor the blocked emails and take appropriate action.
Set the Block Outgoing Email. Select Yes to block the outgoing emails, and No to allow the outgoing emails. Set Block Outgoing Email to Yes to disable any emails being sent out of Luma. This is useful while testing the Email Notification feature. You may also use the Redirect Email ID to verify whether the email server configuration.
Choose the SMTP Encryption protocol required. Encryption Protocol helps to transfer emails on a server securely and protect service providers from email fraud attempts. The Port Number is dependent on the selected Security Protocol.
Click Save to configure the email server, else click Cancel to discard the process.
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When building the Skill conversation steps, select Invoke Integration from the conversation items.
Select Email as Connected App and your Default instance.
You can now select the Email template to be used for the email. Select the required template in the Email Templates field.
Based on the selected template, the email template details are populated. You can use the same template or click on Customize to update the template.
These changes to the email template are local to the Skill. The global copy of the template is not updated.
You can also create a new Email Template specifically for the skill. Add a new Template Name and populate the email template details as shown below.
Make the required updates to the skill and click Create to finish building the skill.
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If you use HTML in the email message body, ensure that your HTML is properly formatted including tags are closed as shown below.
There may be instances where the configured mail server may not recognize the sender's email address, and hence the email may land in the 'Junk Email' or 'Spam' folder. Check your email server settings to resolve this issue.
If the Host Name and Port Number details are not provided correctly, or if the outgoing emails are blocked for the configured mail server, then the emails may not be received by the recipients.
Ensure that the mail server is configured and validated before using the same in a skill.
Ensure that correct email addresses are configured in the mail server instance and in the skills. An incorrect email address may lead to failed emails.