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This guide explains how to connect your Gmail or Outlook account to start sending and receiving emails with Yess.

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Overview

Yess integrates with Gmail or Outlook to enable one-off engagements, sequence enrollments, and outbound email campaigns.

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Gmail Integration

  1. Navigate to Integrations
  2. Click on Gmail
  3. Select your account and click “Continue”

Gmail Integration - Step 1

1

Grant Permissions

Click “Allow” to grant Yess Agent access to your mailbox
2

Confirm Integration

You’ll see Gmail is now integrated and ready for configuration
You can start configuring your Gmail integration.Delivery options:
  • Signature: Add a signature to your emails
  • BCC list: Add a list of emails to send emails to
Limits:
  • Period: Select daily, weekly, or monthly
  • Emails Sent: Select the number of emails you want to send per period
Event Tracking:
  • Open rates: Track the open rates of your emails
  • Click rates: Track the click rates of your emails
External Thread Tracking:
  • Stop After: Select the number of days after which you want to stop tracking the thread
3

Check Confirmation Email

Look for a confirmation email from notifications@yess.ai

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Outlook Integration

  1. Navigate to Integrations
  2. Click on Outlook
  3. Select your account
1

Grant Permissions

Click “Accept” to approve the required permissions
2

Confirm Integration

You’ll see Outlook is now integrated and ready for configuration
You can start configuring your Outlook integration.Delivery options:
  • Signature: Add a signature to your emails
  • BCC list: Add a list of emails to send emails to
Limits:
  • Period: Select daily, weekly, or monthly
  • Emails Sent: Select the number of emails you want to send per period
Event Tracking:
  • Open rates: Track the open rates of your emails
  • Click rates: Track the click rates of your emails
External Thread Tracking:
  • Stop After: Select the number of days after which you want to stop tracking the thread
3

Check Confirmation Email

Look for a confirmation email from notifications@yess.ai
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