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Inbound Email Setup

Integrations

Inbound email allows customer replies to be automatically captured and converted into conversations within VersanaCX™.

When properly configured, replies to your support address are securely routed into your tenant workspace.

How Inbound Email Works

When a customer replies to a support email, the message is processed by the configured inbound email provider and forwarded to VersanaCX™.

The system validates the sender, identifies the correct tenant, and attaches the message to the appropriate conversation thread.

Step 1: Choose Your Support Address

Decide which support address customers will reply to (for example: support@yourstore.com).

This address must be able to forward incoming mail to the inbound processing endpoint.

Need help with this? Contact our support team →

Step 2: Configure DNS & Forwarding

Configure your email provider to forward inbound messages from your support address to the secure inbound endpoint provided in your VersanaCX™ dashboard.

Depending on your provider, this may require:

  • MX record configuration
  • Email forwarding rules
  • Domain verification

Your provider's documentation will guide the exact steps.

Step 3: Verify Setup

After configuration, send a test email to your support address.

The message should appear inside your VersanaCX™ inbox within a few seconds.

If it does not, confirm that forwarding rules and DNS records have propagated correctly.

Tenant Identification & Routing

Each inbound endpoint is tenant-scoped.

Messages are routed only to the tenant that owns the configured support address.

Cross-tenant routing is not possible due to row-level security enforcement.

Thread Matching

When a customer replies to an existing conversation, VersanaCX™ uses secure message identifiers to attach the reply to the correct thread.

If no match is found, a new conversation is created.

Security Controls

Inbound email requests are validated before processing.

Suspicious or malformed payloads are rejected.

No message content is logged outside the tenant boundary.

AI processing (if applicable) occurs only after tenant validation and outside database transactions.

Automation Interaction

Inbound messages may trigger AI Draft Assist or Shadow Mode evaluation depending on tenant configuration.

Live automation will only execute if all governance conditions are satisfied.

Troubleshooting

If inbound emails are not appearing:

  • Confirm forwarding rules are active.
  • Verify DNS changes have propagated.
  • Check that the correct inbound endpoint is configured.
  • Confirm the tenant is not suspended.

If issues persist, contact support with the timestamp and sender address of the test message.

Next: Outbound Email Configuration

Learn how to configure outbound email delivery for replies sent from VersanaCX.

Continue Reading →

Still stuck? Our team can help.

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