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Import an email mailbox as a source

Admin

A connected email mailbox can be used as a source to bring messages into the knowledge base with filters. Creating mailboxes is reserved for administrators; the import then happens from the Import page.

Prerequisite

Section titled “Prerequisite”

The mailbox is created under Administration → Mailboxes and its connection test succeeded. → Email mailboxes

Step by step

Section titled “Step by step”
  1. Open Import — go to the Import page and choose the Email tab.
  2. Choose a mailbox — select the account from the configured mailboxes.
  3. Set filters — narrow messages by time range and sender so only relevant emails are imported.
  4. Choose a target — set the vault / knowledge base to import into.
  5. Start the import — the selected messages are read in and then become available in the knowledge base (and thus for RAG).

Good to know

Section titled “Good to know”
  • Protocols: IMAP, POP3, Exchange/EWS (on-premises) and Microsoft 365 (Exchange Online). A Microsoft 365 account must have gone through “Connect with Microsoft” once in the administration, otherwise the Import page reports an error when fetching.
  • POP3 has no folder selection; duplicates are detected via the Message-Id.
  • Credentials are stored encrypted; users see mailboxes read-only.
  • A mailbox can also serve as an agent source (an agent with the email source adapter).

What’s next

Section titled “What’s next”