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Agent Email Domain Configuration

Configure your email domain to enable your AI agent to send and receive emails. This allows your agent to communicate with leads using a custom email address from your domain.

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Overview

The agent email domain configuration allows you to:

• Use your own domain for agent email addresses (e.g., agent@yourcompany.com)
• Maintain brand consistency with custom email addresses
• Enable email communication between your AI agent and leads
• Receive and process documents sent via email

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Email Domain Setup

Setting up an email domain allows your AI agent to send & receive emails using addresses from your domain.

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Steps

1. Add a new email domain in workspace settings
   • Enter your domain (e.g., yourcompany.com)
   • The system will generate the required DNS records
2. Add all the DNS records in your domain provider
   • Copy the DNS records shown in workspace settings
   • Add them to your domain’s DNS configuration
3. Wait for domain verification (usually a few minutes, can take up to 48 hours)
   • The system will verify that DNS records are correctly configured
4. Add a new email address in agent settings
   • Choose the email domain that you added in the previous step
   • You can customize the email address (e.g., loans@yourcompany.com or agent@yourcompany.com)
   • Set the email display name (e.g., “Your Company Loan Agent”)
5. Click Send Test Email button to test sending a new email

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DNS Records for Agent Email Domain

When you add an email domain for your agent, you’ll need to configure DNS records in your domain provider. The specific records will be shown in the workspace settings after you add the domain.

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Required DNS Records

The DNS records are used for:

• Domain Verification: TXT records to verify domain ownership
• Email Authentication: SPF and DKIM records to ensure emails are delivered and not marked as spam
• Email Routing: MX records (if required) to route emails to OmniAI’s servers

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Common DNS Record Types

• TXT Records: For domain verification and email authentication (SPF, DKIM)
• MX Records: For email routing (if required by your setup)
• CNAME Records: For subdomain configuration (if using subdomains)

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Subdomain Configuration (Optional)

If you’re setting up a subdomain for your white-label applicant portal or other features, you’ll need to configure CNAME records pointing to OmniAI’s servers. The specific subdomain configuration will be provided in your workspace settings.

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SMS Setup

Reach out to the OmniAI team and we will set up a Twilio number for your agent.

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Admin Emails

Once admin emails are set up, admins can:

• Forward emails to the agent to create leads
• CC the agent on email chains with borrowers
• Receive notifications about agent activity

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Troubleshooting

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Domain Verification Failed

• Check that all DNS records are correctly configured
• Ensure DNS records have propagated (can take up to 48 hours)
• Verify there are no typos in the DNS record values

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Agent Email Not Sending

• Verify the email domain is verified and active in workspace settings
• Check that an email address is configured in agent settings
• Ensure the email address is using the verified domain
• Test with the “Send Test Email” button in agent settings

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Agent Email Not Receiving

• Verify MX records are correctly configured (if required)
• Check that the email address is active in agent settings
• Verify the domain is still verified in workspace settings
• Check spam/junk folders (emails may be filtered initially)
• Ensure the email address matches the configured domain

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