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Email channel

Customers write to your support address. Each new email thread becomes a conversation, and the sender becomes a contact. Customer replies join the same conversation. Your replies go back to the customer by email. Private notes are never emailed.

CollieDesk does not run a mail server. A forwarder you already use (Cloudflare Email Routing, Postmark, Amazon SES, or your own MTA) posts each raw message to CollieDesk. Replies leave through an SMTP relay.

1. Configure the server

Set these variables on the server, then restart it. With the installer, add them to .env and run docker compose up -d.

Variable Default Meaning
SMTP_HOST empty SMTP relay host. Empty disables outgoing email.
SMTP_PORT 587 Relay port. Port 465 (implicit TLS) is not supported; use 587.
SMTP_USERNAME empty Login. Leave empty for a relay that does not need one.
SMTP_PASSWORD empty Password or API key for the login.
SMTP_STARTTLS true Require STARTTLS before login.
EMAIL_FROM_POLICY verified verified: send as the support address only after its domain is verified (step 3). any: always send as the support address.
MAIL_FROM_DOMAIN empty Domain used to send for workspaces whose domain is not verified, for example mail.example.com.
MAIL_FROM_INBOUND_SECRET empty Secret (32+ characters) for the forwarder of MAIL_FROM_DOMAIN (step 5).
EMAIL_TRUSTED_AUTHSERV_ID empty Name of the receiving mail server whose SPF/DKIM/DMARC result you trust (step 4). Empty: no result is trusted.

Self-hosted with your own relay: set EMAIL_FROM_POLICY=any. You own the relay, so every workspace may send as its support address.

Shared relay (several teams on one server): keep verified and set MAIL_FROM_DOMAIN to a domain the relay is allowed to send for.

The relay must be allowed to send for the From domain. Set up SPF and DKIM for that domain with your relay provider, or receiving servers will mark replies as spam.

If outgoing email cannot work, replies still appear on the timeline with Delivery failed and the reason, and the composer shows a notice. Fix the cause, then select Retry delivery.

2. Connect the support address (admin)

  1. Open Settings → Email channel.
  2. Enter the Support address, for example support@example.com, and select Save support address.
  3. Select Create inbound secret. Copy the Inbound secret now. It is shown only once.
  4. Copy the Inbound URL.

Rotate the secret with Rotate inbound secret. The old secret stops working immediately, so update your forwarder at the same time. Disconnect email stops inbound mail and outgoing replies. Conversations and messages stay.

3. Verify the domain (when the policy is verified)

  1. In Settings → Email channel, copy the TXT record name (for example _colliedesk.example.com) and the TXT record value.
  2. Add that TXT record at your DNS provider.
  3. Select Verify domain. DNS changes can take a few minutes; try again if it fails.

Until the domain is verified, replies are sent as "Your workspace via CollieDesk" from reply+…@<MAIL_FROM_DOMAIN>, with Reply-To set to your support address. Customer replies still reach you and thread. Settings shows Replies are sent from … with the current address.

Changing the support address resets verification and creates a new TXT value.

4. Forward mail to CollieDesk

Any forwarder works if it can send one HTTP request per message:

POST <Inbound URL>
Content-Type: message/rfc822
X-CollieDesk-Inbound-Secret: <Inbound secret>

<the complete raw message, headers and body, unchanged>

Responses:

Status Meaning Forwarder action
200 Stored, threaded, a duplicate, or dropped as automatic mail. The JSON status says which. Done.
400 Not an email with a sender. Do not retry. Keep a copy for a person.
401 Wrong, rotated, or missing secret. Fix the secret, then retry.
413 Larger than 25 MiB. Do not retry. Keep a copy for a person.
429 Too much mail from one sender, or too many new conversations for the workspace. Retry after Retry-After seconds.
500 Temporary server failure. Nothing was stored. Retry.

Sending the same message twice is safe: CollieDesk stores a message once per Message-ID.

Sender verification. CollieDesk shows a sender verification result only from the Authentication-Results header written by your receiving server. Set EMAIL_TRUSTED_AUTHSERV_ID to the name at the start of that header (the text before the first ;). Headers with any other name are ignored, because a sender can write them. Find the name in the original source of a message your receiving server delivered.

Example: Cloudflare Email Routing

  1. In Cloudflare, create a Worker with the code below.
  2. Add two secrets to the Worker: INBOUND_URL and INBOUND_SECRET. Add a plain variable FALLBACK_ADDRESS with a verified destination address.
  3. In Email Routing → Routing rules, send your support address to the Worker.
  4. To use reply tokens (support+r-…@example.com), enable subaddressing in Email Routing or add a catch-all rule to the same Worker. Threading by In-Reply-To works without it.
  5. Set EMAIL_TRUSTED_AUTHSERV_ID to the name Cloudflare writes in its Authentication-Results header. At the time of writing that is mx.cloudflare.net; confirm it in the source of a message delivered through your route.
export default {
  async email(message, env) {
    // Prepend the envelope recipient so reply tokens work even when the message hides it (Bcc).
    const envelope = new TextEncoder().encode(`X-Original-To: ${message.to}\r\n`);
    const raw = await new Blob([envelope, await new Response(message.raw).arrayBuffer()]).arrayBuffer();
    const response = await fetch(env.INBOUND_URL, {
      method: "POST",
      headers: {
        "Content-Type": "message/rfc822",
        "X-CollieDesk-Inbound-Secret": env.INBOUND_SECRET,
      },
      body: raw,
    });
    if (!response.ok) {
      // Keep the message: deliver it to a person instead of dropping it.
      await message.forward(env.FALLBACK_ADDRESS);
    }
  },
};

Example: an MTA pipe (Postfix, Exim)

Use the wrapper shipped in infra/mail/colliedesk-inbound-pipe.sh. MTAs keep a message and retry only when the pipe command exits with 75 (EX_TEMPFAIL); any other failure bounces the message to the sender. The wrapper maps the responses:

Result Exit MTA does
2xx 0 Delivered.
429, 5xx, 401, network error, missing configuration 75 Keeps the message and retries.
400, 413 65 Bounces it to the sender.
  1. Copy the script to /usr/local/bin/colliedesk-inbound-pipe and make it executable.
  2. Store the secret in a file only the pipe user can read, for example /etc/colliedesk/inbound-secret with mode 600.
  3. Postfix master.cf:
    colliedesk unix - n n - - pipe
      flags=q user=colliedesk argv=/usr/bin/env
        COLLIEDESK_INBOUND_URL=https://desk.example.com/api/v1/channels/email/inbound
        COLLIEDESK_INBOUND_SECRET_FILE=/etc/colliedesk/inbound-secret
        /usr/local/bin/colliedesk-inbound-pipe
    
    Route the support address to the colliedesk transport. To keep a copy of rejected mail for a person, also deliver the support address to a human mailbox (for example with an alias that lists both).
  4. Set EMAIL_TRUSTED_AUTHSERV_ID to the name your MTA's DMARC or DKIM milter writes in Authentication-Results (often the server host name).

The secret is passed in a private header file, never on the command line.

5. Receive replies and bounces for MAIL_FROM_DOMAIN (shared relay)

Workspaces without a verified domain send from reply+<token>@<MAIL_FROM_DOMAIN>. Most customers reply to the support address (it is in Reply-To), but some mail clients reply to the From address, and bounces always go to it. The server operator routes that domain once for all workspaces:

  1. Point the MX records of MAIL_FROM_DOMAIN at a forwarder, for example Cloudflare Email Routing with a catch-all rule to a Worker.
  2. Set MAIL_FROM_INBOUND_SECRET on the server to a random value of at least 32 characters.
  3. Use the same Worker code as in step 4, with INBOUND_SECRET set to MAIL_FROM_INBOUND_SECRET. Keep the X-Original-To line: it carries the reply+<token> address.

CollieDesk finds the conversation from the token and files the message in its workspace, like any reply. A bounce marks the reply Delivery failed. Mail for an unknown token is answered 200 with status dropped and reason unknown_recipient; the Worker forwards nothing for it.

What you see in the inbox

  • Incoming messages show the sender address and are shown as plain text: no remote images load, and only web addresses written in the text become links.
  • Attachments are listed under the message; select a file name to download it. Show original opens the HTML version in a locked frame; inline images in it come from the stored message, never from the internet. Download original email gives the complete message as received (.eml.gz), so nothing is lost even if a part could not be shown.
  • Failed sender verification: the trusted receiving server reported an SPF, DKIM, or DMARC failure. Treat the message as possibly forged.
  • Sender not verified: no trusted verification result was present.
  • Your replies show Queued, Sent, or Delivery failed. Hover Delivery failed to read the reason, for example the relay's error or a bounce. Select Retry delivery to send it again.

How threading works

A customer reply joins the conversation when any of these match, in this order:

  1. In-Reply-To names a message in the conversation.
  2. References names a message in the conversation.
  3. The reply went to the reply address in our Reply-To (support+r-<token>@example.com).

Otherwise the message starts a new conversation. A reply to a Resolved or Closed conversation reopens it.

A message from someone other than the conversation contact (for example a colleague in Cc) also joins the thread, with their address shown on the message. Your replies still go only to the conversation contact.

Limits

  • A message may be up to 25 MiB with at most 100 attachments. Larger mail gets 413 and nothing is stored; the forwarder should keep a copy for a person.
  • If attachment storage fails, the forwarder gets 500 and nothing is stored; it retries.
  • Mail marked as automatic is dropped: auto-replies (Auto-Submitted, out-of-office), bulk mail (Precedence: bulk or junk, or list headers together with a bulk-sender marker such as one-click unsubscribe), and delivery reports (MAILER-DAEMON, postmaster). A delivery report about one of your replies marks that reply Delivery failed. Mail sent through a Google Group or list alias in front of your support address is not dropped.
  • Mail from your own support address and copies of your own replies are dropped.
  • One sender can send 10 messages per 10 minutes, and a workspace can open 200 new conversations per 10 minutes. Above that the forwarder gets 429 and should retry.
  • Each workspace sends at most 300 emailed replies per hour; more wait and send later.
  • Text longer than 5 MiB is cut and marked. Subjects longer than 250 characters are shortened in replies.
  • Replies are plain text. Markdown is sent as written.
  • One support address per workspace.

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