Getting Started with Pupam

Welcome to Pupam! This guide will help you get up and running in minutes.

Prerequisites

Before you begin, make sure you have:

• A valid email address
• An active email account (Gmail, Outlook, or custom SMTP)
• Admin access to your email account settings

Step 1: Create Your Account

1. Visit pupam.com/register
2. Enter your details:
   • Full name
   • Email address
   • Password (minimum 8 characters)
3. Verify your email by clicking the link sent to your inbox
4. Complete your profile setup

Step 2: Connect Your Email

Connect Gmail

1. Go to Settings → Email Accounts
2. Click Add Account → Gmail
3. Click Authorize with Google
4. Select your Gmail account
5. Grant the necessary permissions
6. Done! Your Gmail is now connected

Connect Outlook/Microsoft 365

1. Go to Settings → Email Accounts
2. Click Add Account → Microsoft 365
3. Enter your Microsoft email address
4. Sign in with your Microsoft credentials
5. Approve the permissions
6. Your Outlook account is connected

Connect Custom SMTP

For custom email servers:

SMTP Settings:
- Host: smtp.your-domain.com
- Port: 587 (TLS) or 465 (SSL)
- Username: your@email.com
- Password: your_password
- Encryption: TLS/SSL

Step 3: Organize Your Inbox

Create Folders

Organize emails into logical categories:

1. Click New Folder
2. Name your folder (e.g., "Customers", "Support", "Sales")
3. Set folder color and icon
4. Create sub-folders for better organization

Set Up Rules

Automate email organization:

Rule: Customer Support
- If subject contains "help" or "support"
- Move to: Support folder
- Assign to: Support team
- Priority: High

Configure Filters

Create smart filters to find emails quickly:

• Unread: All unread messages
• Starred: Important emails
• Attachments: Emails with files
• Today: Emails received today
• This Week: Last 7 days

Step 4: Invite Your Team

Collaborate with team members:

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select their role:
   • Admin: Full access
   • Member: Read and respond
   • Viewer: Read-only access
5. Send invitation
6. They'll receive an email to join

Team Permissions

Step 5: Customize Your Workspace

Set Preferences

Personalize your experience:

• Theme: Light, Dark, or Auto
• Density: Comfortable, Compact, or Spacious
• Language: Choose your preferred language
• Notifications: Email, Desktop, or Mobile
• Signature: Add your email signature

Configure Notifications

Control when and how you're notified:

Notifications:
  Email Alerts:
    - New high-priority emails
    - Assigned emails
    - Mentions in comments
  Desktop Notifications:
    - Enabled during business hours
    - Disabled during focus time
  Mobile Push:
    - Urgent emails only
    - Daily summary at 9 AM

Step 6: Start Using Key Features

Shared Inbox

Multiple team members can access the same inbox:

1. Select an email account
2. Click Share → Share with team
3. Select team members
4. Set permissions
5. Team members can now collaborate on emails

Email Assignment

Assign emails to specific team members:

1. Select an email
2. Click Assign button
3. Choose a team member
4. Add a note (optional)
5. They'll receive a notification

Internal Notes

Add private notes to emails:

1. Open an email
2. Click Add Note
3. Type your note (only visible to team)
4. Tag team members with @mentions
5. Notes appear in the sidebar

Canned Responses

Save time with pre-written responses:

1. Go to Settings → Templates
2. Click New Template
3. Write your response
4. Use variables: {{customer_name}}, {{order_id}}
5. Save with a shortcut (e.g., /welcome)

Step 7: Set Up Automation

Create your first automation workflow:

1. Go to Automation → New Workflow
2. Choose a trigger:
   • New email received
   • Email tagged
   • Keyword detected
3. Add conditions (optional):
   • Subject contains
   • From specific sender
   • Has attachments
4. Define actions:
   • Auto-reply
   • Assign to team member
   • Add to folder
   • Create task
5. Test and activate

Example Automation

Workflow: Customer Support
Trigger: New email received
Conditions:
  - Subject contains: "help", "support", "issue"
  - OR From: support@customer.com
Actions:
  - Move to: Support folder
  - Assign to: Support team (round-robin)
  - Auto-reply with: "We've received your request"
  - Set priority: High
  - Create task: "Follow up within 2 hours"

Next Steps

Now that you're set up, explore these features:

• 📊 Analytics & Reports - Track team performance
• 🔒 Security Settings - Configure 2FA and permissions
• 🔌 Integrations - Connect your favorite tools
• 📱 Mobile Apps - Access Pupam on the go
• 💬 Chat Support - Get help from our team

Need Help?

• 📚 Browse our documentation
• 💬 Join our community forum
• 📧 Email us at support@pupam.com
• 🎥 Watch video tutorials

Welcome aboard! We're excited to have you as part of the Pupam community. 🚀