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This page describes the channels through which an Organisation (organisation) communicates in mory, and the agent settings. All items are maintained in Einstellungen (Settings). Depending on your permissions, you may see only some of them.

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Organisation accounts for email and calendar

Besides personal accounts, which each person connects in their own profile, there are organisation accounts, for example a shared property management address.
  • Google and Microsoft are supported (email and calendar).
  • Several accounts can be connected per organisation.
  • Incoming emails on these accounts land in Posteingang (Inbox), are sorted and turned into a task automatically when needed.
1

Connect an account

In Settings, open the organisation’s connected accounts and choose Google or Microsoft.
2

Grant access

Sign in with the provider and confirm access to email and calendar.
3

Set the default sender

Define which account serves as the default sender address. mory and the Verfassen (Compose) function use this address unless another account is selected.
When the connection to an account expires, mory shows a warning. Until the account is reconnected, no emails are collected and mory cannot send through this account.

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WhatsApp numbers

Tenants can send reports via WhatsApp. The number is set up per organisation.
  • Incoming messages appear in the Inbox with the WhatsApp channel filter and create a task when needed.
  • A WhatsApp number is set up together with mory support.

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Phone assistant

The phone assistant answers calls, for example outside office hours, and creates tasks with a transcript.
  • One phone number is stored per organisation.
  • Adjust the greeting text in the organisation settings. Keep it short and mention the name of your property management company.

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Agent settings

In the organisation settings you find the organisation’s agent settings. In normal operation you do not need to change anything here. Which steps mory goes through for a case is defined in the Workflows module (see Configuring workflows).

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Notifications in mory

Via the bell in the header, users receive notifications, for example for @mentions in comments or new assignments.