Email Setup
Autoforward setup
Configure Gmail forwarding so customer replies can reach Klienta.
When to use this
Use this when an employee needs replies from known contacts to be captured without manually forwarding every message.
Autoforward Setup is an employee onboarding flow. It does not grant Klienta mailbox access and it does not backfill historical email.
Before you start
- The employee must know the work Gmail account they use for sales communication.
- The employee must have access to Gmail forwarding settings.
- Admins should confirm the employee email address is approved in Klienta.
Steps
- Open Email Setup.
- Copy the autoforward address shown for the employee.
- In Gmail, add the address as a forwarding destination.
- Wait for Gmail's confirmation message.
- Use the confirmation details shown in Klienta to complete Gmail verification.
- Send a test message or manual BCC so Klienta can confirm the setup is active.
What happens next
Autoforward Status should move toward active after confirmation and successful filing. Autoforwarded mail is accepted contacts-only by default.
Troubleshooting
- Confirmation pending means Gmail verification has not been completed.
- No recent forwards means Klienta has not received a matching forwarded message recently.
- Rejected sender means Gmail forwarded from an address Klienta does not approve.