Email Communication via Sendgrid on the Leeloo.ai Platform
- Andrew Mose
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Setting up an additional feature for your Sendgrid integration on the Leeloo.ai platform. Allows you to extend the functionality and manage correspondence through your personal domain, creating an even more professional and personalized way to interact with customers.
Following the steps below, you will set up sending and receiving emails on behalf of your domain, ensuring reliable communication.
Integrating the Sendgrid communication channel on your Leeloo.ai platform.
You need to have a personal domain. The domain can be purchased and configured with any available domain registrar (GoDaddy, Namecheap…).
Log in to your Sendgrid account and navigate to the Settings section, then go to Sender Authentication.
In this section, you will need to authenticate the domain that will be used for email communications.
Click on Authenticate Your Domain.
Proceed to the domain selection section, where you will choose the domain name you already have. (If it’s not in the dropdown list, select Other Host).For the second option, leave it as "NO."
Enter the name and domain following the example sendtest.leeloo.ai, where:
sendtest is the name,
leeloo.ai is your domain.
Click Next.In the Manual Setup section, you are provided with the data to add DNS records.
Go to your domain registrar and find the section usually called DNS or DNS Records.
In your DNS settings, look for the section called "DNS Settings" or "DNS Records."
Click Add Record, and select the record type as CNAME.
Then, go back to Sendgrid and copy the first CNAME record (field descriptions).Add the record.
Repeat this process for all the CNAME values.Where (1) is your domain.
Next, add the TXT record using the same method.
Once all the records are added, click "I've added these records" and then "Verify".
After clicking "Verify," you will see a message saying everything is working: " It worked."
(If you have added the records but don’t see this message, it’s likely that your records haven’t yet been published by your domain service. You will need to wait and check the status of the records later.)Go back to the Leeloo.ai platform to your Sendgrid integration.
Copy the webhook.In Sendgrid, navigate to the Inbound Parse section and click Add Host & URL.
In the Subdomain field, enter your subdomain. (1)
This can be anything, for example, "dero."
Next, select your authenticated domain (from step 5). (2)
In the Destination URL field, paste the copied webhook (step 6). (3)
Click Add. (4)Now, add an MX record in your domain registrar.
Using the same method as for adding the CNAME record, now you need to add an MX record.
In the value or provider’s mail service field, enter "mx.sendgrid.net".
Set the Priority to 10, and if there is a TTL field, set it to 14400.You can now send emails from an email service (Gmail, etc.) to any email address using your domain, for example, emailname@dero.sendtest.leeloo.ai.
You need to authenticate your created domain.
Copy it from the Inbound Parse section in Sendgrid.Go to the Sender Authentication section and now authenticate your sending domain (step 5) by entering the domain name you created in the Inbound Parse section.
Add the authenticated domain in Sendgrid on the Leeloo.ai platform in the Email field.
Click Reconnect.
Done! Now, when someone sends a letter to the email specified in the corresponding field, you will be able to see the sender directly in the Leeloo.ai platform chat and reply to him directly through the platform chat, without having to go to your mailbox or switch between services.