Mailbox accounts, credentials and shared access

Configure account-level AI preferences

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Override global AI writing defaults for one account.

Audience: Mailbox Exchange usersPermission: Mailbox Exchange Accounts: EditModule v1.0.0

Jump to steps

Where to goAdmin Area → Mailbox Exchange → Accounts → Open account → Edit

What this guide helps you do

Override global AI writing defaults for one account. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

Go to the exact navigation path shown above.
Select the authorised mailbox, message or configuration record.
Complete the fields or action described in this guide.
Save or submit once, then verify the resulting status and related record.

Fields and options

AI enabled
Language
Tone
Length
Signature mode
Auto summarise
Auto classify
Style notes

Rules and limits

Tone: formal/friendly/firm.
Length: short/medium/detailed.
Signature: none/account_signature/staff_signature.
Auto-summary/classification can be overridden.
Style notes are script-sanitised.

Check it worked

The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

Use the exact authorised account, role and record before saving or sending.
Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

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