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Getting Started

Connecting your Gmail account

Your Sales Agent sends outreach and reads replies through your own Gmail account, connected via Google OAuth.

Why connect Gmail

Outreach and follow-ups from the Sales Agent send from your own inbox — not a third-party address — so replies land where you’d expect, and threading stays intact. It’s also how the agent detects and classifies replies to decide what happens next.

How to connect

Sign in with the Google account you want the Sales Agent to send from. If you signed up with a work email instead, sign out and sign back in with Google to link it. Once connected, your dashboard’s Channels page shows Gmail as Connected.

What it's used for

  • Sending first-touch messages and automatic follow-ups
  • Reading and classifying replies (interested, objection, out of office, etc.)
  • Keeping every message in the correct reply thread

Your data

SmartOps only reads threads tied to prospects in your campaigns — not your entire inbox. See our Privacy Policy for details.

Ready to connect?

Check your connection status, then start your first campaign.