OvionDesk AI Documentation
v1.0.0 Changelog

SMTP Setup (Email Delivery)

Configure SMTP so the system can send OTP, password reset, admin alerts, and other system emails. This page provides ready-to-use settings for Gmail, Mailtrap, Outlook / Microsoft 365, and SendGrid.

Where to set this? You can configure SMTP during the installer (Step 5: Channels) or later from Configuration. Always use the Test Email option after saving.

Overview

SMTP Providers
  1. 0 Common Fields
  2. 1 Gmail (SMTP)
  3. 2 Mailtrap (Testing)
  4. 3 Outlook / Microsoft 365
  5. 4 SendGrid (Production)
  6. 5 Troubleshooting
If you are testing locally, set Mailer to log first. Once confirmed, switch back to smtp.

0 — Common SMTP Fields

Most providers use the same SMTP fields. Use this table to understand what each value means before applying provider-specific settings.

Field Reference
  • Mailer: Use smtp for production. Use log for local/dev testing.
  • Host: SMTP server hostname (example: smtp.gmail.com).
  • Port: Typically 587 (TLS) or 465 (SSL).
  • Username: SMTP login (often your email address).
  • Password: SMTP password (Gmail/M365 may require an App Password).
  • Encryption: Usually tls. Use ssl only if required by provider.
  • From Email / From Name: Sender identity shown to users.
  • Reply-To: Where replies should go (support email recommended).
  • Timeout: SMTP timeout in seconds (default 30 is fine; raise to 60 on slow hosting).
Using the wrong port/encryption combination is the #1 reason emails fail. If you’re unsure, start with tls + 587.

1 — Gmail (SMTP)

Gmail is a common choice, but it typically requires an App Password (recommended) instead of your normal Gmail password.

Recommended Gmail Settings
  • Host: smtp.gmail.com
  • Port: 587
  • Encryption: tls
  • Username: your@gmail.com
  • Password: App Password
Use a Gmail App Password (requires 2-Step Verification enabled).
Gmail Screenshots
Gmail app password reference
Gmail App Password creation (bundled release screenshot).
Gmail settings in installer reference
Gmail SMTP filled in the installer using the bundled release reference.

2 — Mailtrap (Testing)

Mailtrap is best for development/staging. It captures emails in a sandbox inbox so you can test OTP and password reset safely.

Typical Mailtrap Settings
  • Host: smtp.mailtrap.io (or your Mailtrap SMTP host)
  • Port: 2525 (commonly) or as shown in Mailtrap
  • Encryption: tls
  • Username: Mailtrap username
  • Password: Mailtrap password
Copy credentials directly from your Mailtrap inbox settings.
Mailtrap Screenshots
Mailtrap credentials reference
Mailtrap SMTP credentials (bundled release screenshot).
Mailtrap inbox reference
Mailtrap inbox showing received test email (bundled release screenshot).

3 — Outlook / Microsoft 365

Microsoft 365 is common in business environments. Some tenants require the admin to enable SMTP Auth for the mailbox.

Recommended Microsoft 365 Settings
  • Host: smtp.office365.com
  • Port: 587
  • Encryption: tls
  • Username: your@domain.com
  • Password: Mailbox password / App Password
If sending fails, ask your M365 admin to enable SMTP AUTH for your mailbox.
Outlook Screenshots
Outlook SMTP reference reference
Microsoft 365 SMTP reference (bundled release screenshot).
Outlook settings in installer reference
Outlook/M365 SMTP filled in the installer (bundled release screenshot).

4 — SendGrid (Production SMTP)

SendGrid is a production-grade transactional email provider. It uses SMTP with a special username (apikey) and your generated API key as the password.

Recommended SendGrid Settings
  • Host: smtp.sendgrid.net
  • Port: 587
  • Encryption: tls
  • Username: apikey
  • Password: SendGrid API Key
For best deliverability, complete sender verification / domain authentication in SendGrid.
SendGrid Screenshots
SendGrid API key reference
Create a SendGrid API key (bundled release screenshot).
SendGrid sender verification reference
Sender verification / domain authentication (bundled release screenshot).

5 — Troubleshooting

Common Fixes
  • Test Email fails: confirm Host/Port/Encryption + Username/Password.
  • Gmail auth error: use an App Password (2FA must be enabled).
  • M365 auth error: SMTP Auth might be disabled by admin.
  • Timeout: increase timeout (e.g., 60 seconds) on slow hosting.
  • Sender rejected: use a valid From Email that your provider allows.
If you suspect SMTP is blocked on hosting, try Mailtrap first to confirm your app is generating emails.
SMTP error example reference
Example SMTP error message (bundled release screenshot).