> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure SMTP and Email Templates for ChatbotX White Label

> Guide to configure outgoing mail server (SMTP) and customize system email templates in ChatbotX White Label.

To run a professional white-labeled portal, personalizing the emails sent to your clients is extremely important. ChatbotX White Label allows you to configure your own mail server (**SMTP Settings**) and customize the content of automated system notifications (**Email Templates**).

Combining these two features ensures that every account verification, password reset, or magic link login email sent to your clients comes from your own custom email domain and carries your unique brand identity.

## Configure SMTP Settings

**SMTP Settings** provide the infrastructure configuration that allows your portal to send emails from your own business mailbox instead of the platform's default address. All your SMTP login credentials are encrypted securely upon storage.

The SMTP configuration interface is located under the **SaaS > SMTP Settings** section on the left menu.

<Frame>
  <img src="https://mintcdn.com/chatbotx/hjpUGlf4VEQFf_8O/images/chatbotx_whitelabel_smtp_settings.png?fit=max&auto=format&n=hjpUGlf4VEQFf_8O&q=85&s=76deb76e40ce4c3d497c14c6dd1cb4bc" alt="Chatbotx Whitelabel Smtp Settings" width="1877" height="1336" data-path="images/chatbotx_whitelabel_smtp_settings.png" />
</Frame>

### Required Parameters

When configuring your outgoing mail server, enter the following parameters:

* **SMTP host**: The SMTP server address of your email service provider (e.g., `smtp.gmail.com` for Google, `smtp.sendgrid.net` for SendGrid, `smtp.mailgun.org` for Mailgun, etc.).
* **Port**: The connection port for the outgoing mail server. The system defaults to port **587** (for secure TLS connections). If your provider requires SSL, you can change it to port **465**.
* **Username**: The account username to log into your mail server (typically your full email address).
* **Password**: The login password. For services like Gmail, you must generate and use an **App Password** instead of your primary account password for security reasons.
* **From email**: The sender email address displayed in your clients' inbox (e.g., `support@yourdomain.com`). This address must belong to the SMTP account you configure.
* **From name (optional)**: The display name representing the sender (e.g., `Banana Agency Team`).

### SMTP Setup Steps

To activate your custom mail server, follow this process:

<Steps>
  <Step title="Open SMTP Settings">
    Log in to your admin account on the **ChatbotX Portal**, select the **SaaS** group on the left menu, and click **SMTP Settings**.
  </Step>

  <Step title="Enter configuration parameters">
    Input your SMTP server address, connection port, username, and app password into the corresponding fields.
  </Step>

  <Step title="Configure sender email">
    Enter your sender email in the **From email** field and your brand representation name in the **From name (optional)** field.
  </Step>

  <Step title="Test the connection">
    Click the **Send test** button to send a trial email. Enter a recipient email address to verify that your SMTP server works correctly and that emails do not end up in the spam folder.
  </Step>

  <Step title="Save the configuration">
    Once the test email is successfully delivered, click **Save configuration** to save your settings. The **Status** bar at the top will change to active.
  </Step>
</Steps>

## Configure Email Templates

After setting up SMTP as your email delivery engine, proceed to customize the content of each notification type under **Platform > Email Templates**.

<Frame>
  <img src="https://mintcdn.com/chatbotx/hjpUGlf4VEQFf_8O/images/chatbotx_whitelabel_email_templates_overview.png?fit=max&auto=format&n=hjpUGlf4VEQFf_8O&q=85&s=43459348ea7914fb45e29535849ca98e" alt="Chatbotx Whitelabel Email Templates Overview" width="2974" height="1281" data-path="images/chatbotx_whitelabel_email_templates_overview.png" />
</Frame>

### Supported System Email Templates

ChatbotX provides ready-made templates for specific user account events:

* **Signup Verification Email**: Sent containing a verification link immediately after a new user signs up on your portal.
* **Forgot Password Email**: Sent containing a password reset link when a user requests to restore their login password.
* **Magic Link Sign-in Email**: Sent containing a fast login link (Magic Link) when a user requests to sign in directly without typing their password.

### Customization Guidelines

When configuring the content of these templates, keep the following rules in mind:

* **Using Default Templates**: If you leave the Subject and Body fields empty, the system automatically uses the pre-designed system default templates.
* **Customizing Content**: Click the **Edit** button on each email card to write a new subject and body that matches your brand voice.
* **Using Dynamic Variables**: When editing, preserve the dynamic placeholders (such as `{{link}}` for the verification/magic link, and `{{brand}}` for your brand name) so the system can fill in the recipient-specific details.

<Note>
  Customized emails can only be sent successfully once your **SMTP Settings** are fully configured and in an active state. Always send a test email after modifying a template design.
</Note>