> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your first email account and go live

> Add the mailbox your agent sends from, then resume outreach. The agent does not start on its own.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

When you finish, one of your own mailboxes is connected, it has hours it is allowed
to send in, and your agent's outreach is switched on. Those are three separate steps.
None of them happens on its own.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Email Accounts<span className="pl-path__sep">→</span>Add senders</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to Add senders <code>read-senders</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create</div>
    <div className="pl-availability__value"><code>create-senders</code> on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">A global overlay with no route of its own. Deep-linked with ?senders=menu|connect|import|provision|provision-status, so a help page can link straight to one of its three paths. If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

## Before you begin

* A mailbox you can sign in to. Outreach goes out through your own account. We do
  not run our own email servers.
* Your provider's name. Most tiles in the provider grid carry their own server
  settings, so naming your provider is enough. If yours is not in the grid, pick the
  Other (any) tile and type the server details in yourself. Have your provider's help
  page open for that.
* An agent to do the sending. The one created for you at signup arrives with its
  lead sourcing running and its outreach switched off. It is waiting on everything
  below.

## Steps

<Steps>
  <Step title="Open Add senders">
    Two places lead to the same overlay. On the agent's dashboard, the red
    **No sending channel connected** banner carries a **Connect senders** button (1).
    Or open <UiPath>Integrations → Integrations → Email Accounts</UiPath> and choose
    **Add senders**. Both open the overlay on its menu.

    The banner is not a fault. An agent needs one channel to reach people on (an
    email account, a LinkedIn account or a WhatsApp account), and a brand-new
    workspace has none. This page connects the first kind.

    <Screenshot id="getting-started/connect-your-first-email-account--no-channel-alert" alt="An AI agent dashboard with a red banner reading 'No sending channel connected' and a Connect senders button" caption="The banner is an alert, not a gate: the setup checklist beside it works either way, and the banner clears once the workspace has one channel." marks={[{ n: 1, x: 86, y: 70 }]} />
  </Step>

  <Step title="Choose how to add the account">
    The menu offers two cards. **Connect your email** sends from an inbox you already
    own; **Import senders** bulk-adds accounts you already have from a CSV file.
    Choose **Connect**.

    [Add senders](/en/email-accounts/add-senders) covers both paths in full.

    <Screenshot id="getting-started/connect-your-first-email-account--overlay-menu" url="/senders" alt="The Add senders overlay with two cards, Connect your email and Import senders" caption="Add senders is an overlay, not a page: it opens over whatever you were looking at, and closing it puts you back there." />
  </Step>

  <Step title="Pick your provider">
    **Gmail** and **Outlook** lead the list because each has its own guided flow (1):
    Gmail walks you through creating an app password, Outlook signs you in with
    Microsoft. Every other provider sits in the **All providers** grid (2) and shares
    one setup form.

    Pick your provider by name and its **Server settings** arrive already filled in.
    For most tiles the whole flow is then your email address, your password and a
    connection check. Only the named tiles carry those presets. The Other (any) tile
    carries none, so choosing it adds a **Server settings** step where you type the
    SMTP and IMAP host, port and security in yourself.

    <Screenshot
      id="getting-started/connect-your-first-email-account--provider-picker"
      url="/senders"
      alt="The provider list, with Gmail and Outlook as featured cards above a grid of other providers"
      caption="Gmail and Outlook sit above the grid because each has its own guided flow; everything in the grid shares one form."
      marks={[
    { n: 1, x: 36, y: 34 },
    { n: 2, x: 50, y: 56 }
  ]}
    />
  </Step>

  <Step title="Finish the provider's flow">
    Follow the flow for what you picked: [Gmail](/en/email-accounts/connect-gmail),
    [Outlook](/en/email-accounts/connect-outlook), or
    [any other provider](/en/email-accounts/connect-other-smtp).

    They all end the same way: a confirmation reading **Your email is connected**.
    **Done** closes the overlay; **Add another sender** returns to the provider list
    so you can connect the next one. The **Back** control inside a provider's flow
    goes to the provider list too, not to the menu.
  </Step>

  <Step title="Give the account sending hours">
    An account connected this way arrives with no sending schedule. We only pick an
    account to send from when its schedule covers the current day and time. Until you
    set one, the account sits in the list showing **No Schedule** and sends nothing,
    whatever the agent is doing.

    Open <UiPath>Integrations → Integrations → Email Accounts</UiPath> and click the
    **No Schedule** chip on the account's row. The chip opens the account's own
    settings at its availability grid. Drag across the hours it may send in (times
    are shown in your own timezone), then **Save**. To set several accounts at once,
    tick them in the list and use **Edit Schedule** in the bar that appears.

    [Resting days, sending windows and deferrals](/en/email-accounts/resting-days-and-schedule)
    covers what else can hold a send back once the hours are in place.
  </Step>

  <Step title="Resume outreach">
    Connecting an account does not start anything: nothing in the connect flow touches
    the agent. Open the agent from <UiPath>Outreach → AI Agents</UiPath> and move the
    switch in its header from **Paused** to **Active** (1).

    That switch is the whole agent, not just the sending. Turning it on resumes
    outreach and restarts any lead source that was paused by hand or has not started
    yet. Turning it off does what **Pause everything** in the **Pause options** menu (2)
    does: it stops outreach *and* every running lead source. To stop one half only, use
    **Only sourcing** or **Only outreach** from that menu.

    The pill beside the agent's name and the word beside the switch are read from
    different things. The pill combines the campaign's state with its lead sources'
    state; the switch reports the campaign's state alone. That is why an agent can show
    **Outreach paused** next to a switch that reads **Paused**.

    <Screenshot
      id="getting-started/connect-your-first-email-account--resume-outreach"
      alt="An agent header with the Active and Paused switch and the Pause options menu open, listing Pause everything, Only sourcing and Only outreach"
      caption="Changing the switch needs permission to update campaigns, which is not the same permission as adding an account."
      marks={[
    { n: 1, x: 82, y: 14 },
    { n: 2, x: 86, y: 29 }
  ]}
    />
  </Step>
</Steps>

## What happens next

<Check>
  The account has a row on the Email Accounts list, its **Status** cell no longer
  reads **No Schedule**, and the agent's dashboard no longer shows
  **No sending channel connected**.
</Check>

The list refreshes as you close the overlay, so an account connected a moment ago is
already there. Its row carries the **Account** it sends as, **Daily Usage**
(messages sent today over the account's daily limit), a **Warm-up** cell, and a
**Status**.

A new account does not start at full volume. We pace its sending for you to protect
deliverability. See [Smart Daily Limit](/en/email-accounts/smart-daily-limit) for how
the daily figure is worked out, and
[The quarantine and ramp-up for new mailboxes](/en/email-accounts/quarantine-and-ramp-up)
for what to expect in the first weeks.

<Screenshot id="getting-started/connect-your-first-email-account--first-sender-active" url="/senders" alt="The Email Accounts list showing one connected account, with columns for Account, Daily Usage, Warm-up and Status" caption="Every account you connect gets a row here, whichever way you added it." />

## Troubleshooting

<AccordionGroup>
  <Accordion title="The status says No Schedule">
    The account has no sending hours yet, and an account with no hours is never picked
    to send: it is a stop, not a warning. This is the state every account connected
    through the overlay starts in. Click the chip and set the hours, as in the fifth
    step above.
  </Accordion>

  <Accordion title="The status says No Campaigns">
    This one is advisory: it means no campaign names this account directly. An agent
    built for you at signup reaches for every account in the workspace instead of a
    named list, so its accounts read **No Campaigns** while it is sending through them.
    Clicking the chip takes you to your campaigns if you would rather
    attach it by name. [Email account statuses](/en/email-accounts/sender-statuses)
    explains what the Status cell can and cannot tell you.
  </Accordion>

  <Accordion title="The agent still says Outreach paused">
    Expected: connecting an account writes nothing to the agent. Open the agent and
    move the switch, as in the last step above.

    If the header has no switch at all, you do not have permission to change campaigns
    in this workspace and an admin has to do it.
    [Agent statuses and pausing](/en/ai-agents/agent-statuses-and-pausing) explains the
    rest of the statuses.
  </Accordion>

  <Accordion title="The account is connected but nothing has sent">
    Connected is not the same as sending. Check the two steps this page ends with
    (sending hours, then the agent's switch) before anything else.
    [My agent isn't sending anything](/en/troubleshooting/agent-not-sending) goes
    through the rest in the order worth checking.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Add senders" icon="plus" href="/en/email-accounts/add-senders">
    Every way to add mailboxes to a workspace.
  </Card>

  <Card title="Sender settings" icon="sliders-horizontal" href="/en/email-accounts/sender-settings">
    Every field on an account, including the availability grid.
  </Card>

  <Card title="Setup checklist" icon="list-checks" href="/en/getting-started/setup-checklist">
    What else an agent needs before it can work.
  </Card>

  <Card title="Agent statuses and pausing" icon="circle-pause" href="/en/ai-agents/agent-statuses-and-pausing">
    What each status means and which half of the agent it describes.
  </Card>
</CardGroup>