K3X sends email through your own mailbox. Connect Gmail or Outlook once in Settings → Connected Apps, and every email you or an agent sends goes out from your address, never from a k3x.ai address. Replies thread back onto the record timeline.
Connect Gmail
Open Settings → Connected Apps.
Choose Gmail and click Connect.
Sign in with Google and approve the requested permissions.
Connect Outlook or Microsoft 365
Open Settings → Connected Apps.
Choose Outlook and click Connect.
Sign in with your Microsoft account and approve the permissions.
What you see once connected
Connected Apps lists your mailbox with its email and event counts. Two settings sit next to it:
Default mailbox: the account K3X sends from when you have more than one connected.
Email signature: an editor for the signature that is appended to emails you send from K3X. Keep it short, plain and consistent with what you use in Gmail or Outlook.
Your connected calendar also syncs. Calendar events show up as meetings on the record timeline, with Edit and Details.
What syncs
K3X uses your mailbox for sending. Replies from people in your CRM thread onto the record timeline under the Emails filter, so the whole conversation lives in one place. Attachments on those emails land automatically in the record's Files panel, tagged "From email".
Troubleshooting
The connection window closes but nothing happens. Try again in a normal (not incognito) browser window with pop-ups allowed for
app.k3x.ai.Microsoft error codes starting with AADSTS. These come from Microsoft's sign-in service. Report the exact code through the SUPPORT chat bubble and we will look into it. Reconnecting usually works.
Your organization requires admin consent. On some Microsoft 365 tenants an admin must approve new apps. Ask your IT admin to approve the K3X connection, then retry.
Connected but emails are not sending. Disconnect and reconnect the mailbox from Settings → Connected Apps. If it persists, contact support. We can see the connection state on our side.
Disconnecting
You can disconnect your mailbox any time from Settings → Connected Apps. Email history already logged on your records stays in K3X. K3X stops sending through that mailbox.
Related
Send email from K3X: the docked composer, templates, snippets and scheduling
Complete your profile and connect your mailbox
Inside a record: timeline, files, fields, owner, agents and deals