📤 Email connection, signature and SSO settings

Once Bernard is trained, you need to connect your email to be able to start contacting prospects.

Step 1: Connect your email

Under your Account Settings, click on the Email Settings tab and you'll see this:

You can connect either a Microsoft or Google email address to the platform by clicking on either option.

You'll get a pop-up asking permission, and once granted your screen will change to this:

Step 2: Add your signature and test your connection

You can add a signature or hardcode a BCC email here. Logos can be resized or links added as you would in Outlook or Gmail.

Run a test to ensure everything is connected properly and you're ready to start prospecting.

Step 3: Set up SSO

Click on the SSO Settings tab and simply click on either option to secure your account.