Docs / Getting started

Set up your inbound

Overview

"Inbound" means letting the work come to you instead of typing every job in by hand. Setell gives you a few ways to do it, and they all feed the same place:

Email intake — a Setell address you forward your normal inbox to. Nothing to install, and your customers change nothing. This is the one most people want: docs/getting-started/email-intake.
A quote-request form — a branded link you can share, or embed on your website.
Connect a mailbox — sign in with Google or Microsoft and let Setell read the requests directly.
The Chrome extension — a Send to Setell button in Gmail, for pushing in one email at a time.

Pick one to start. You can add the others later.

Before you start

2 minutes.
For the website form: access to edit your site, if you want it inline rather than as a link.
For the Gmail button: Google Chrome and the Setell Chrome extension installed.

Option A — Share or embed your quote-request form

Go to Settings and find Your Quote Form — the card headed Collect quote requests from your website.
Click Show my quote form. Setell sets up your branded form and shows you its link.
Copy link and put it wherever customers find you — your site, your signature, your profile.
Want it inline on a page instead? Open Embed on your site (advanced) and use Copy embed code.
Customers fill in their name, email, and what they need (with optional job details), then submit.

Option B — Add a "Send to Setell" button to Gmail

In Settings, find the API Key card and click Create API Key.
Copy the key right away — it won't be shown again. (Lost it? Click Rotate for a new one.)
Install the Setell Chrome extension, open its popup, and paste your key, then Connect.
In Gmail, open a customer email. Click the Send to Setell button in the toolbar to push it in as a job.

Option C — Let Setell receive your email

Two ways, depending on how you want to work:

Forward to a Setell address. Nothing to connect, nothing to install. See docs/getting-started/email-intake.
Connect your Gmail. In Settings, find the Gmail card and sign in with Google. Setell reads incoming requests — read-only, and you can disconnect from the same card at any time.
Connect your Outlook / Microsoft 365 — where it's switched on; the card isn't in Settings everywhere yet. Find the Microsoft 365 card and click Sign in with Microsoft. Same deal as Gmail: read-only access to your inbox, requests land in your Setell Inbox for approval, and Disconnect on the same card stops it. The card shows Connected as your address once it's working, and tells you if it ever needs reconnecting.

Gmail and Microsoft 365 are designed as peers — whichever you use, the mail runs through the same pipeline and lands in the same place. Gmail is available to everyone today; Microsoft 365 is still rolling out (see below). Outbound is unaffected either way: your quotes still go out through Setell's sending domain or your own (docs/integrations/sending-domain), never through your mailbox. For the full Microsoft 365 setup, scopes, and troubleshooting see docs/integrations/microsoft-365.

What happens next

A new job appears in Setell from each submission or pushed email.
Email that arrives on its own stops in your Inbox first, so you can approve it before it becomes a job. See docs/quotes/inbox-triage.
Setell reads the request and gets the quote started for you, so you open it already drafted.
You review, edit, and send — same as any quote. See docs/getting-started/first-quote.

Troubleshooting

A form submission didn't create a job. Open your form's own link first and submit a test. If that works, the embed on your site is pointing somewhere stale — re-copy it with Copy embed code.
The Gmail button isn't showing. Refresh Gmail after installing the extension. The button sits in the email toolbar, next to actions like Archive and Delete.
The extension says it's not connected. Open the extension popup and paste your key, then Connect. If it still fails, Rotate the key in Settings and paste the new one.
I lost my extension key. It's only shown once. Click Rotate to make a new one — the old one stops working.
There's no Microsoft 365 card in my Settings. Microsoft 365 mailbox connect is still clearing Microsoft's app verification and isn't switched on everywhere yet. Use Gmail or your Setell forwarding address in the meantime.
Microsoft says my IT admin has to approve it. Some Microsoft 365 organisations require an administrator to approve outside apps. You stay signed in to Setell — ask your admin to approve Setell's access, then click Sign in with Microsoft again.
"That Microsoft mailbox is already connected to another Setell account." One mailbox connects to one Setell account. The account that has it must disconnect first.
The Microsoft 365 card shows a warning instead of a checkmark. Access was revoked on Microsoft's side, or the connection expired. Click Reconnect on that card.
Still stuck → docs/reference/troubleshooting.

FAQ

Do I have to connect my mailbox? No. Connecting Gmail or Microsoft 365 is one option of several — forwarding to a Setell address needs no connection at all, and the form and extension need none either.
I'm on Outlook, not Gmail. Does Setell work? Yes. Connect the Microsoft 365 card in Settings, or just forward to your Setell address — both work the same from there.
Can I use more than one? Yes. They all feed the same inbox.
Is the website form branded? Yes. The form Setell hosts carries your name, logo, and color, whether you share the link or embed it.
What does the customer fill in? Name, email, and what they need — required. There's an optional Job details section for material, dimensions, quantity, and a deadline.
Where do I find my key for the extension? In Settings, on the API Key card.

docs/getting-started/email-intake · docs/quotes/inbox-triage · docs/integrations/website-embed · docs/integrations/chrome-extension · docs/getting-started/first-quote · docs/account/keys

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