To successfully connect your Google account with Success.ai using the app password method, the following 4 steps are required:
We'll walk you through each of these steps in detail to ensure a smooth and secure setup process.
Step 1: Enable IMAP Settings
Go to Forwarding and POP/IMAP settings.
Click on Enable IMAP and then save the changes.
3. Click "Continue".
This action will redirect you to your Gmail account, and your IMAP should be successfully enabled. To confirm, you can verify the status by navigating to the 'Forwarding and POP/IMAP' settings.
Step 2: Turn-On Two Factor Authentication
Go to your Gmail and click on “Manage your Google account”.
2. Click on "Security".
3. Click on “Two-step verification is off”
4. Click on "Get started"
5. Click on "Continue"
6. Enter your phone number, select a mode of getting the verification code i.e. call/message, and click on "Send".
7. Enter the code you have received on your phone and click on "Next".
8. Click on "Turn On".
Great, your 2-step verification is now turned on, you can proceed to the next step of generating an app password
Step 3: Generate an app password.
Once your two-step verification is turned on you can now create an app password. To create an app password please follow this guide.
Click on the arrow right next to the app passwords.
2. Enter the app name i.e. Success.ai and click on "Create".
3. Copy this password and click "Done".
Use this password to sign in to success.ai in the next step.
Step 4: Connect the email account with Success.ai
Once you have the app password you can now connect your account with success.ai
Navigate to the Email Account section.
Success.ai > Left Navigation Bar > Email Accounts
2. Click the + Connect New Account button located at the top-right side.
3. This takes you to the Connect a new email account screen. Click on "Google".
4. Click on "I confirm IMAP is enabled".
5. From the screen that follows, choose "option 2: App Password".
6. If you have an app password from Step 3 click on "Next".
7. Fill in the app password along with the rest of the details and click "Connect".
Note: Make sure you remove the spaces in the app password.
After clicking 'connect,' you will observe the successful addition of the email to the Success.ai dashboard.