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Administration

Configure Email System Controls

Manage email automation, test mode, rate limits, and default owners.

5 stepsAbout 4 minutesVerified 2026-07-22
Start guided walkthroughOpen workspace

Before you start

  • •Sign in to the Hub with access to this workspace.

You will finish with

  • •You can explain what Configure Email System Controls is for and choose the correct next action.

Safety and data checks

  • • Email settings can cause duplicate or incorrect customer replies; preserve anti-loop and live-send safeguards.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Configure Email System Controls

    Use the Hub navigation to open Configure Email System Controls. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Configure Email System Controls is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    Email System controls govern whether inbound automation runs, how safely it is tested, and which limits and default owners apply. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Distinguish system controls from model, prompt, behaviour, filter, and voicemail settings before editing. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Use test addresses and non-sending modes to verify processing before enabling live customer delivery. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    Email settings can cause duplicate or incorrect customer replies; preserve anti-loop and live-send safeguards. This orientation ends before any irreversible or customer-facing submission.

    Email settings can cause duplicate or incorrect customer replies; preserve anti-loop and live-send safeguards.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.