Configuring your CafeX assistant mailbox

If you are using Microsoft Office 365 or Google Suite to manage an email domain for your organization, configure the mailbox of your CafeX assistant.

In this article, the mailbox of the CafeX Assistant is: casper@example.com

  • casper is the primary alias of the mailbox.
  • The CafeX assistant uses dynamic aliases to target tracks, in the following format: casper+alias@example.com. CafeX assigns a unique value to alias for each track.
  • Your mail server forwards emails in this format to the mailbox of your CafeX assistant.

Configuring CafeX to connect to your mail server

 As a tenant’s administrator, to setup the CafeX assistant to use a mailbox:

  1. Create a mailbox for the assistant:
  2. From your CafeX menu, click Tenant settings
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  3. Click Email
  4. Complete the mailbox configuration for your assistant to use.
    Attribute Description
    Mailbox The mailbox identity of your CafeX assistant. For example: casper
    Domain The domain of your CafeX assistant’s mailbox. For example: example.com
    Display Name the display name the assistant presents in the emails it sends. For example: Casper
    Mode Important: Unless CafeX instructs you, set this to Unseen. The CafeX assistant processes unread emails, before it marks them read.
  5. If you are configuring a Microsoft Office 365 suite, specify connection details for your Exchange Server:
    Attribute Description
    Password The mailbox password for your CafeX assistant.
    Server The address of your IMAP email server. For example: outlook.office365.com
    Port The IMAP email server port. For example: 993
    SMTP Server The address of your SMTP server. For example: smtp.office365.com
    SMTP Port The port of your SMTP server. For example: 587
    SMTP Encryption The encryption method to use to connect to your SMTP Server.
    For Microsoft Exchange use: STARTTLS

    If you are configuring another Exchange server, these hostnames and ports must be accessible from CafeX.
    See also:

  6. Click Update

Configuring Microsoft Exchange Server for CafeX

As a system administrator, in your Exchange Server configure the following mail flow settings:

  1. To receive email from outside of your organization, set the accepted domain to use internal relay
    See: Managed accepted domains in Exchange Online
  2. Create a rule to forward emails to the mailbox of the CafeX assistant with the following:
    Attribute Description
    Name The name of your CafeX assistant mail flow rule.
    For example: CafeX Assistant rule
    Apply this rule if… Set this to:
    The recipient address includes… The primary alias of your CafeX assistant mailbox.
    For example: casper
    Do the following… Redirect the message to… Your CafeX Assistant

    See: Manage mail flow rules on Exchange Online

    For example:
    The mail flow rule for the mailbox for casper+alias@example.com may appear as the following:
    ExampleCatch.png

  3. To allow CafeX to read calendar events in the CafeX assistant mailbox, enable the follow IMAP option:
    Send event invitations in iCalendar format
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