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25 short guides on connecting inboxes, running the shared inbox, the assistant, calendar, analytics and billing. Support replies within one business day.
Your first hour with Sektra
Connect an inbox, let the import run, meet Lens and the assistant, invite the team, turn on assignment, and set your notifications.
How toHow to connect Gmail or Google Workspace to Sektra
Connect a Gmail or Google Workspace mailbox through Google sign-in, choose shared or personal, pick the read state, and set what syncs back.
How toHow to connect an Outlook shared mailbox to Sektra
What a Microsoft 365 shared mailbox is, what the admin grants first, and how to connect it with Microsoft sign-in, categories, flags and read state in sync.
How toHow to connect a WhatsApp Business number
Connect a WhatsApp Business number through the provider that hosts it, paste the webhook into the provider, and work it as a shared inbox.
How toHow to assign conversations: round robin, routes and the typing indicator
Turn on auto-assignment for a shared inbox, pick round robin or load balancing, route by tag, mark yourself Away, and see when a teammate is already replying.
AnswerHow the trial, seats and credits work
The 7-day Pro trial with no card, what happens when it ends, how seats are counted and charged, what credits pay for, and how the credit pack works.
Getting started
Connect, let the import run, and the first settings worth changing.
2 guidesConnect an inbox, let the import run, meet Lens and the assistant, invite the team, turn on assignment, and set your notifications.
How toHow to choose where Sektra opensHow to set the page Sektra opens on, the section it starts in, and whether the sidebar lists every inbox at once or one inbox at a time.
Connect
Gmail, Outlook and shared mailboxes, IMAP, WhatsApp Business, and reconnecting.
6 guidesConnect a Gmail or Google Workspace mailbox through Google sign-in, choose shared or personal, pick the read state, and set what syncs back.
How toHow to connect an Outlook shared mailbox to SektraWhat a Microsoft 365 shared mailbox is, what the admin grants first, and how to connect it with Microsoft sign-in, categories, flags and read state in sync.
How toHow to connect an IMAP mailbox: app passwords, ports and providersConnect any mailbox with an address and password over IMAP and SMTP: which ports to use, when you need an app password, which hosts work, and what syncs.
How toHow to connect a WhatsApp Business numberConnect a WhatsApp Business number through the provider that hosts it, paste the webhook into the provider, and work it as a shared inbox.
AnswerWhy WhatsApp needs an approved template after 24 hoursWhat the WhatsApp 24-hour customer window is, why a reply outside it needs a Meta-approved template, and how to create, submit and send templates from Sektra.
How toHow to reconnect, disconnect or delete an inboxWhat Needs attention means, how to reconnect a Gmail, Outlook, IMAP or WhatsApp inbox, and the difference between disconnecting and deleting.
Assistant and memory
What the assistant does, action items, watches and Lens.
4 guidesWhere to open the assistant, what it reads, what it can change with your confirmation, how drafts and credits work, and what it never does.
ReferenceAction items, the bell and the daily digestThe three places Sektra tells you about things: the action items queue for what you owe, the bell for what happened, and the digest for one morning email.
How toHow to set up watches and remindersAsk the assistant for a reminder, a follow-up that cancels when they reply, a watch on a quiet client or an alert on a tag, then manage them in Settings.
AnswerWhat Lens shows beside a threadWhat the Insights, History, Open promises and Meetings blocks in Lens show, where each fact comes from in your mail, and how to correct one that is wrong.
Calendar, analytics and team
The calendar connection, how the numbers are computed, and roles.
3 guidesConnect your own Google or Microsoft calendar, what permissions it asks for, what teammates can see, and how reminders, free time and invites work.
ReferenceHow first response time, reply coverage and resolution time are calculatedThe rule behind every Analytics number: first response, response and resolution time, reply coverage, backlog, priority bands and per-teammate figures.
How toHow to invite teammates and what each role can doInvite people from Settings, Team, give them access inbox by inbox, and understand what the owner, admins, inbox managers and members can do.
Billing, security and account
Trial, seats and credits, invoices, data handling, password and signatures.
5 guidesThe 7-day Pro trial with no card, what happens when it ends, how seats are counted and charged, what credits pay for, and how the credit pack works.
AnswerInvoices, failed payments and cancelingWhere invoices are, how to update the card, what happens when a renewal fails, and how canceling at the end of the period works.
AnswerData access, export and deletionHow Sektra connects to each channel, who inside your team can see what, what the memory layer keeps, how to limit it, and how disconnecting and deleting work.
How toHow to change your passwordChange your password from Settings, Profile, what happens to other sessions, and what to do if you sign in with Google or forgot the password.
How toHow signatures work: yours, per inbox, and the defaultCreate a signature, make it available on the inboxes you reply from, set a default per inbox or everywhere, and know what signatures do not cover.
Asked most often
The questions people type before they open a guide. Each answer links to the article behind it.
Does a shared mailbox need a license?
No. A Microsoft 365 shared mailbox does not need its own license, within Microsoft's storage limit for shared mailboxes. The people who use it need their own Microsoft 365 licenses, and one of them signs in to connect it.
Do I need an app password?
Only when the mailbox has two-factor authentication or the provider requires one for third-party mail clients. Then create it in the provider's security settings and use it in place of the normal password.
What is the WhatsApp 24-hour window?
The period after a customer's last message in which a business can reply with free text. It restarts with every inbound message. Once it closes, only an approved template can be delivered.
What happens when the trial ends?
The workspace pauses until you choose a plan. Mail keeps syncing and stays readable; sending, assignments, action items and the assistant wait. Nothing is deleted.
Does the assistant send anything on its own?
No. It drafts, reminds, assigns, tags and briefs, and every action is confirmed or undoable. A person always sends.
Does Sektra store our Gmail or Outlook passwords?
No. Those connect through Google or Microsoft sign-in, which hands Sektra a token you can revoke from your Google or Microsoft account. IMAP mailboxes do connect with a password, stored encrypted.
What is first response time?
The time from a customer's first message in a new conversation to your team's first reply, measured once per conversation and reported as average, p50 and p90.
Do Sektra tags show up in Gmail?
Yes, as labels, when Sync other events from Sektra to Gmail is on for that inbox. Turn it off and tags stay in Sektra only.
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CompareWhat a shared inbox costs in 2026, vendor by vendor and beyond the per-seat price
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