Email (SMTP)

Overview

Dialer.CX uses email for several critical platform features. All email delivery is handled through a configurable SMTP connection, supporting any standard SMTP server or cloud email service.

Email Uses

Email powers five platform features:

Feature	Description	Frequency
2FA Verification	One-time codes for email-based two-factor authentication	On each login (if enabled)
Agent Onboarding	Welcome emails with login credentials for new users	When agents are created
Alert Notifications	Real-time alerts when operational thresholds are breached	As alerts trigger
Scheduled Reports	Automated report delivery on a recurring schedule	Per schedule (daily/weekly/monthly)
Password Resets	Secure password reset links with time-limited tokens	On demand

Note

All five features share the same SMTP configuration. If email is not configured, these features will fail silently. Configure email early in your deployment process.

Configuration

Navigate to Admin > Settings > Email and fill in the SMTP settings:

Setting	Description	Example
SMTP Host	Mail server hostname	smtp.yourprovider.com
SMTP Port	Server port	587 (STARTTLS) or 465 (TLS)
Username	SMTP authentication username	Your provider’s SMTP username
Password	SMTP authentication password (stored encrypted)	Your provider’s SMTP password
From Address	Sender email address	noreply@yourcompany.com

Testing

Click Send Test Email to verify your configuration before saving. Enter a recipient address and the system will send a branded test message. Check for:

• Successful delivery (no bounce)
• Correct sender name and address
• Proper rendering of HTML template
• Email not landing in spam folder

Tip

Always send a test email after making any configuration change. SMTP credentials can expire, servers can be reconfigured, and sending limits can change without notice.

Email Branding

All outgoing emails automatically include your platform branding:

• Your platform logo (uploaded at Admin > Settings > Branding)
• Your platform name in the email header and footer
• Branded color scheme matching your platform theme
• Professional responsive HTML template with a plain-text fallback for compatibility

Branding is pulled from your Branding settings and applied consistently across all email types.

Provider Setup

Any SMTP-compatible email service works with Dialer.CX. General steps:

1. Create a sending account with your email provider
2. Generate SMTP credentials (usually a username and password or API key)
3. Verify your sender domain to improve deliverability
4. Request production access if your provider starts in a sandbox mode
5. Enter the SMTP credentials in Dialer.CX settings and send a test email

Caution

Production operations should use a dedicated cloud email service rather than a shared mail server. Dedicated services provide better deliverability, reputation management, and sending limits appropriate for automated emails.

Troubleshooting

Issue	Cause	Solution
Test email fails to send	Invalid credentials	Re-enter SMTP username and password
Emails land in spam	Missing SPF/DKIM records	Add DNS records for your sending domain
Connection timeout	Wrong port or firewall	Try port 587 (STARTTLS) or 465 (TLS); check outbound firewall rules
Sandbox rejection	Unverified recipient	Request production access from your email provider or verify the recipient address