Configure scheduled crons, mail servers, email templates, SMS gateways, and live chat backend
What this does
Maintains the background automation heartbeat and omnichannel communication engines, encompassing recurring cron actions, SMTP/IMAP mail servers, dynamic email/SMS templates, live chat WebRTC ICE servers, and notification routing.
Before you start
- Technical System Administrator privileges.
Steps
Important
Setting up dedicated Outgoing Mail Servers with valid SPF, DKIM, and DMARC DNS records ensures 100% quotation delivery into client inboxes.
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01
Open Automation › Scheduled Actions across Calendar and List views to schedule automated background jobs.
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02
Configure corporate outgoing/incoming mail servers under Email › Outgoing/Incoming Mail Servers.
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03
Design dynamic message templates in Email Templates and SMS Templates.
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04
Audit live chat communication logs under Discuss › Messages, Notifications, and Subtypes.
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05
Configure WebRTC audio/video calling under Discuss › ICE Servers and monitor IAP Accounts.
Common mistakes
- Scheduling high-frequency resource-intensive cron actions during peak daytime factory operation hours.
- Sending mass SMS campaigns without verifying phone blacklist suppression lists.
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