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Setup Loadboard AI Email with Outlook

Param avatar
Written by Param
Updated over 3 weeks ago

To use an AI email on your loadboard postings, you can connect an email from outlook from your own domain.

1. Create a new outlook email user and connect it to Chain

  1. Create a new email user (like loads@yourcompanydomain.com)
    NOTE: this user must have the appropriate permissions, or else your outlook account will not allow this user to connect in the next step.

  2. Then click "Connect with Outlook" under Workspace > Settings > Email Configurations

  3. Then login with the new user you created

Make sure you don't use your own personal email for this setup, and that you create a single email. If you have multiple workspaces, you can create one email on the enterprise to use on all workspaces.

2. Add this email on your loadboard account

This email is to be used as the secondary email on your DAT/Truckstop account for load postings. You can access your settings in your Loadboard to set up this email.

Once you do this, when carriers email this email on your load postings, our AI will automatically collect the offers and direct them under your loads under "Booking" inside of Chain.

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