Connect your email inbox for inbox triage

Antes de empezar

• A paid ORCA Opti plan. The Inbox Triage Workspace is part of Opti Assist, so it is not available on the Free plan.
• Your Microsoft 365 or Google Workspace work account. The first connection may need your IT administrator to approve ORCA's access.
• About two minutes for the one-time setup.

Paso a paso

1. 1

   Open Settings

   Click the Settings button at the very bottom of the left-hand navigation to open your account settings.

2. 2

   Expand Configuration

   In the left-hand menu of Account Settings, expand the CONFIGURATION section.

3. 3

   Open Integrations

   Under Configuration, click Integrations. This is where you connect ORCA to the tools you already use.

4. 4

   Choose your email provider

   Click Microsoft 365 or Google Workspace to expand it, depending on which one your inbox is on.

5. 5

   Find the connection options

   In the expanded panel you will see the options to connect your directory, email, calendar and storage.

6. 6

   Connect your mailbox

   Find the Send email option and click Connect mailbox.

7. 7

   Sign in and approve access

   Sign in through the Microsoft or Google window that opens and complete multi-factor authentication. ORCA never sees your password: sign-in is handled by Microsoft or Google, and you can disconnect at any time.

8. 8

   Confirm it is connected

   Back on the Integrations page, Send email now shows Connected. That is the one-time setup done. (Use Refresh to re-sync later, or Disconnect to remove access.)

9. 9

   Open your Workspaces

   From here on is what you will do day to day. Open the chat menu (the chat icon near the top of the left rail), then go to Workspaces under Build & Run.

10. 10

    Open the Inbox Triage Workspace

    Open the Inbox Triage Workspace. It is already linked to your email tools and built to help you clear a busy inbox.

11. 11

    Triage your inbox

    Click Triage my inbox to sort your messages into what actually needs you, or Draft my replies to have ORCA prepare responses for you to review and send.

Solución de problemas

The Connect mailbox button does nothing, or sign-in fails.

Your Microsoft 365 or Google Workspace administrator may need to approve ORCA's access first. Ask them to approve the request, then try again.

I can't see the Workspaces option.

Workspaces are part of Opti Assist on a paid plan. If you are on the Free plan, upgrade to unlock Workspaces.

Send email still shows Not connected after I signed in.

Go back to Settings, then Configuration, then Integrations, expand your provider and click Refresh. If it stays disconnected, click Disconnect and connect the mailbox again.

The Inbox Triage Workspace isn't showing my latest emails.

Click Refresh on the email integration to re-sync, then reopen the Inbox Triage Workspace.

Preguntas frecuentes

Can ORCA see my email password?

No. Sign-in is handled by Microsoft or Google in their own window. ORCA is granted permission to work with your inbox, not your password, and you can disconnect that access at any time.

Does connecting my inbox send my email to a third party?

No. Your inbox is processed inside your own Safe Zone, and your data is not used to train third-party models.

Do I need to be an administrator to connect my inbox?

You can connect your own mailbox, but your Microsoft 365 or Google Workspace administrator may need to approve ORCA's access the first time.

What does the Inbox Triage Workspace actually do?

It is a Workspace linked to your email tools that sorts a busy inbox and drafts replies for you to review, so you can clear your inbox faster.