Connect your email accounts to send and receive emails across all applications.
Email
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Connect Email via IMAP/SMTP
Connect your email using an app password. Works with Outlook, Gmail, Yahoo, and any email provider.
Sign in with your Microsoft account to connect Outlook. Supports 2FA. No app password needed.
Sign in with your Google account to connect Gmail. Supports 2FA. No app password needed.
Outlook: Microsoft Account → Security → App passwords (or use Sign in with Microsoft above) Gmail: Go to Google App Passwords (requires 2FA enabled) Yahoo: Go to Yahoo Account Security → Generate app password
Outlook Azure Configuration (Admin)
Configure Microsoft Azure app credentials for Outlook integration.
This enables users to sign in with their Microsoft account (supports 2FA).
Register an app in Azure AD
Important: In your Azure AD app, add this redirect URI for this server: If you deploy to multiple domains (staging, production), add a redirect URI for each one. Also add API permissions: IMAP.AccessAsUser.All and SMTP.Send under "Office 365 Exchange Online".
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Leave blank to keep existing secret
Only set this if the server domain differs from what's registered in Azure AD (e.g. staging server using a production redirect URI). Leave blank to auto-detect from current domain.
Google OAuth Configuration (Admin)
Configure Google Cloud OAuth credentials for Google Drive sync (and Gmail, when no GOOGLE_CLIENT_ID env var is set).
Open Google Cloud Console → Credentials
Important — fixing Error 400: redirect_uri_mismatch. The server is sending this exact redirect URI to Google. It must appear in Authorized redirect URIs on your OAuth client, character-for-character (scheme, host, path, no trailing slash): Loading… If you deploy to multiple domains (staging, dashboard, production), add the same path under each domain to the OAuth client. Also enable the Google Drive API for the same project, and add drive.readonly + userinfo.email scopes on the OAuth consent screen.
Recommended: set the APP_BASE_URL environment variable to your canonical HTTPS URL (e.g. https://engagementagent.onrender.com) and redeploy. Without it, the redirect URI is derived from request headers, which can vary behind a proxy and trigger redirect_uri_mismatch.
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Leave blank to keep existing secret
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Total Dollars Spent
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Total Queries
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Apollo Credits Left
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Conversion Settings
$0.01 = 1 token by default
$1.00 = 100 tokens
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Apollo Credits
Financial Trend
By Model
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By User
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Recent AI Queries
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User
Model
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Tokens
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Configure banking integrations for the Expenditure Tracker. API keys are stored securely on the server.
SimpleFIN Bridge
Connected
Bank accounts are connected via SimpleFIN Bridge. This connection is permanently configured and syncs automatically.
SimpleFIN is permanently connected and syncing your accounts.
Sending Subdomains
Configure subdomains for outbound email. Choose which one to send from.
DNS records needed for your domain:
SPF — TXT record: v=spf1 include:_spf.google.com ~all (adjust for your provider)
DKIM — TXT record at selector._domainkey.yourdomain (get from your email provider)
DMARC — TXT record at _dmarc.yourdomain: v=DMARC1; p=quarantine; rua=mailto:dmarc@yourdomain
MX — MX record pointing to your mail server
After adding DNS records, click Verify to confirm they're propagated.
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No sending subdomains configured yet. Click + Add to get started.
Domain Diagnostics
Run a one-off health check on any domain — SPF, DKIM, DMARC, MX, SMTP, and blacklist.
Advanced: Specify DKIM selector
Common selectors are checked automatically. Specify yours if your provider uses a custom one.