Last updated
Last updated
Setting up your Caleida AI Agent to work with SendGrid might sound tough, but don't worry! This guide will make it super simple. Whether you're a tech expert or a newbie, you'll find this easy to follow.
Note: If you subscribe to the annual AI Plus Agent plan or higher, we can help you configure Caleida for your business. 🍀
Get the API key from SendGrid: This is essential for connecting SendGrid with Caleida.
Set up the Email Channel in Caleida: This is the final step and it's really easy.
Here's how to get your API key from SendGrid:
💡 The basic Sendgrid API plan provides 100 credits, allowing for 100 emails per month.
Log in to your SendGrid account.
Go to Settings on the left-hand menu, then select API Keys.
Click Create API Key.
Name your API Key.
Choose the access level you need:
Full Access (Recommended)
Restricted Access
Billing Access
If you choose Restricted Access or Billing Access, set the permissions as needed. More details can be found here.
Click Save.
Copy your API key and keep it safe. Don’t include it in your code or share it publicly.
That's it! Now you have your SendGrid API key ready to go.
Now, let’s set up your email channel in Caleida:
Log in to your Caleida account.
Select the AI Agent you want to configure.
Go to Settings > Channels.
Click on the settings button. A window will pop up where you'll enter the following information:
Step 1:
SendGrid API Key: Enter the key you received from SendGrid.
Delay: This determines how long the AI agent waits before responding.
Sender Name: This name will be used as the sender name for each email.
IMPORTANT: Once you fill in this information, click on save. After that, the domains will be available under the domain name drop-down. Choose the desired domain you want to set up with Caleida Agent.
Step 2:
Domain Name: Choose a verified domain associated with your API key.
Sender Email: Enter the email address for sending emails. Make sure to set up email forwarding for this address to reply_to@parse.caleida.io.
Note: if you have the email forwarding already set with reply_to@parse.caleida.io then you can skip this step
To make things super simple we are going to discuss two of the most popular providers out there, Gmail and office365
Step 1: Open Gmail
Go to Gmail and log in to your account.
Step 2: Go to Settings
Click on the gear icon in the upper-right corner of Gmail.
Select "See all settings."
Step 3: Forwarding and POP/IMAP
Navigate to the "Forwarding and POP/IMAP" tab.
Step 4: Add a Forwarding Address
Click on "Add a forwarding address."
Enter the email address you want to forward your emails to.
Click "Next" and then "Proceed" to confirm.
Step 5: Verify Forwarding Address
A verification email will be sent to the email address you provided.
Open the verification email and click on the confirmation link.
Step 6: Confirm Forwarding Address in Gmail
Go back to the "Forwarding and POP/IMAP" tab in Gmail settings.
Click on "Verify" next to the email address you added.
Step 7: Set Up Forwarding Options
In the "Forwarding" section, select "Forward a copy of incoming mail to."
Choose what to do with the original email in Gmail (keep, archive, or delete).
Step 8: Save Changes
Scroll to the bottom of the page and click "Save Changes." 💫
Step 1: Access Office 365 Settings
Open your Office 365 Outlook account.
Click on the gear icon in the top right corner.
Select View all Outlook settings.
Step 2: Add a Forwarding Address
In the settings pane, select Mail.
Under Mail, select Forwarding.
Select the checkbox to Enable forwarding.
Enter the email address you want to forward to.
Optionally, select the checkbox to Keep a copy of forwarded messages.
Click Save.
Step 3: Set Up Send Mail As
Open the Outlook Web App.
Click on the gear icon in the top right corner and select View all Outlook settings.
Select Mail and then Compose and reply.
Under the Email signature section, select Manage email accounts.
Click Add account.
Enter the email address you want to send from and follow the prompts to complete the setup.
Step 4: Configure SMTP Server
In the Manage email accounts section, add the email account you want to send from.
Enter the SMTP server details:
SMTP Server: smtp.office365.com
Port: 587 (TLS) or 465 (SSL)
Username: Your Office 365 email address
Password: Your Office 365 password or App Password (if Multi-Factor Authentication is enabled)
Click Next and complete the setup.
Step 5: Verify and Save
A verification email will be sent to the forwarding address.
Go to the forwarding email account and find the confirmation email from Office 365.
Click on the confirmation link or enter the verification code in the Office 365 settings.
Now you can send emails from your Office 365 account using the forwarding address.
Please consult your email service provider's documentation or contact your vendor for assistance with other types of email services.
Step 6:
Disclaimer for AI Emails: Toggle this if you don’t want to disclose that the emails are AI-generated.
Once all values are filled, click on the save button. Once the creation is successful, the modal will close and another dialog will open. From there, you can start the channel easily. Otherwise, you can start or stop the channel anytime with the switch provided on the Email channel card.
