Setup Guides
Connect Gmail Account
Step-by-step guide to connecting your Gmail account
Updated: 11/28/2024
Connect Gmail Account
Learn how to securely connect your Gmail account to Lumyvo for automated email sorting and AI customer support.
Prerequisites
- Active Lumyvo account
- Gmail account with admin access
- Google OAuth permissions enabled
Connection Steps
1. Navigate to Email Connections
- Log in to your Lumyvo dashboard
- Locate the Email Connections card
- Click Connect Gmail button
2. Authorize Google OAuth
- You'll be redirected to Google's authorization page
- Select the Gmail account you want to connect
- Review the permissions Lumyvo requests:
- Read and compose emails
- Manage labels
- Send emails on your behalf (for AI customer support)
- Click Allow to grant permissions
3. Verify Connection
Once authorized, you'll be redirected back to Lumyvo. You should see:
- ✓ Connection status: Connected
- Email address displayed
- Available actions (Configure Sorting, Setup AI Support)
What Lumyvo Can Do
After connecting Gmail, Lumyvo can:
- Read emails to analyze and categorize them
- Create labels for organized email sorting
- Send emails as draft responses for customer support
- Move emails into appropriate categories automatically
Security & Privacy
- OAuth 2.0: Secure authorization without sharing passwords
- Encrypted tokens: All access tokens are encrypted at rest
- Limited scope: Only requested permissions are granted
- Revocable access: Disconnect anytime from your dashboard
Troubleshooting
Connection Failed
- Issue: Authorization was denied or timed out
- Solution: Try again and ensure you click "Allow" on all permission screens
Labels Not Created
- Issue: Gmail labels aren't appearing after setup
- Solution: Refresh your Gmail and check the label list on the left sidebar
Emails Not Being Sorted
- Issue: Connected but emails aren't moving to categories
- Solution:
- Ensure sorting is configured in Configure Sorting
- Check that you've defined at least 2 categories
- Allow 5-10 minutes for the first batch to process
Disconnecting Gmail
To disconnect your Gmail account:
- Go to Email Connections card
- Click the options menu (•••)
- Select Disconnect
- Confirm the action
Note: Disconnecting will stop all automations using this email account.
Next Steps
Need help? Contact Support
Need more help?
Our support team is here to assist you with any questions.