Email AI-CRM developer guide

Set up the Email AI-CRM module on a local or self-hosted Ring clone: configure channel secrets (or legacy IMAP_*), apply JSONB migrations when using Postgres, then verify ingest and draft send from the admin CRM UI (/admin/crm/*).

1. Local environment

Prefer ring-config.emailCrm.channels + channel secrets. Copy the EMAIL CRM block from env.local.template:

bash


# .env.local — multi-mailbox (recommended)
CRM_CHANNEL_PRIMARY_PASSWORD=
# CRM_CHANNEL_PRIMARY_SMTP_PASSWORD=

ANTHROPIC_API_KEY=

CRON_SECRET=generate-a-long-random-string
EMAIL_AUTO_SEND_ENABLED=false
WEBHOOK_EMAIL_SECRET=              # optional: webhook ingest instead of IMAP
EMAIL_CRM_PERSISTENCE=memory       # quick start without DB tables

# Auth OTP stays separate (lib/mailer.ts) — do not reuse for CRM replies:
# EMAIL_MODE=ethereal
# or SMTP_HOST / SMTP_USER / SMTP_PASSWORD for noreply@

# Legacy single-mailbox fallback (only when emailCrm.channels empty):
# IMAP_HOST=mail.example.com
# IMAP_PORT=993
# IMAP_TLS=true
# IMAP_USER=info@example.com
# IMAP_PASSWORD=
# SMTP_HOST=mail.example.com
# SMTP_PORT=587
# SMTP_USER=info@example.com
# SMTP_PASSWORD=

Postgres-backed dev

Remove EMAIL_CRM_PERSISTENCE=memory and apply migrations below so threads and drafts persist across restarts.

Auth vs CRM SMTP

Auth login mail uses SMTP_* / lib/mailer.ts. CRM draft send uses EmailSenderService + CRM_CHANNEL_*. See Ring Mailer.

2. Database migrations

When DATABASE_URL points at your dev Postgres:

bash


psql "$DATABASE_URL" -f data/migrations/009_email_crm_jsonb.sql
psql "$DATABASE_URL" -f data/migrations/010_email_crm_tasks_jsonb.sql
psql "$DATABASE_URL" -c "\dt email_*"

Do not use 001_email_crm_schema.sql

001_email_crm_schema.sql is deprecated. Always apply 009 + 010 only.

3. Trigger ingest (local)

Option A — cron poll (matches production):

bash


curl -sS -X POST "http://localhost:3000/api/cron/email-processor" \
  -H "Authorization: Bearer $CRON_SECRET" \
  -H "Content-Type: application/json" \
  -d '{"action":"poll"}'

Option B — webhook (no IMAP required for the test):

bash


BODY='{"messageId":"<test@local>","from":"you@example.com","to":"info@example.com","subject":"Hi","bodyText":"Hello"}'
SIG=$(echo -n "$BODY" | openssl dgst -sha256 -hmac "$WEBHOOK_EMAIL_SECRET" | awk '{print $2}')

curl -X POST "http://localhost:3000/api/webhooks/email/inbound" \
  -H "Content-Type: application/json" \
  -H "X-Email-Webhook-Signature: $SIG" \
  -d "$BODY"

4. CRM SMTP smoke test

Ensure channel passwords resolve (GET /api/admin/email/channels as admin → hasImapPassword / hasSmtpPassword).
Send a test message to the channel inbox (or use the webhook).
Run cron poll.
Open Admin → CRM Inbox (/admin/crm/inbox) — optional channel filter.
Open CRM Drafts — approve and send.
Confirm reply in the sender mailbox and an outbound row in email_messages.

Only then set EMAIL_AUTO_SEND_ENABLED=true.

5. Admin UI checklist

Page	URL	Expect
Inbox	`/{locale}/admin/crm/inbox`	Live threads; channel filter; channel status chips
Thread	`/{locale}/admin/crm/inbox/<threadId>`	Message timeline
Drafts	`/{locale}/admin/crm/drafts`	Approve / reject / send
Contacts	`/{locale}/admin/crm/contacts`	CRM from processor
Analytics	`/{locale}/admin/crm/analytics`	Cost from `email_api_usage`
Tasks	`/{locale}/admin/crm/tasks`	Auto-created follow-ups

All CRM pages use CrmAdminShell (horizontal tabs; no right rail). APIs remain /api/admin/email/*.

6. Production cron

Schedule the same poll endpoint on your deployed BASE_URL every 1–5 minutes:

Optional analytics snapshot: GET $BASE_URL/api/cron/email-analytics with the same Bearer token.

Ops: data/migrations/EMAIL-CRM-OPS.md.

Troubleshooting

Symptom	Check
Empty inbox	Migrations applied (or `EMAIL_CRM_PERSISTENCE=memory`)? Cron `poll` returning `processed > 0`?
Channel status red	`CRM_CHANNEL_PRIMARY_PASSWORD` set? `ring-config.emailCrm.enabled` true?
No AI draft	`ANTHROPIC_API_KEY` set? Security pipeline blocked? Check server logs.
Duplicate processing	Should not occur — `email_messages` Message-ID dedup
Draft send fails	Channel SMTP password / host (`EmailSenderService`), not Auth `SMTP_*`
Auto-send silent	`EMAIL_AUTO_SEND_ENABLED=true` and confidence rules met
401 on cron	`CRON_SECRET` matches `Authorization: Bearer` header
Jsonb / circular require

Email AI-CRM developer guide

1. Local environment

Prefer ring-config.emailCrm.channels + channel secrets. Copy the EMAIL CRM block from env.local.template:

bash


# .env.local — multi-mailbox (recommended)
CRM_CHANNEL_PRIMARY_PASSWORD=
# CRM_CHANNEL_PRIMARY_SMTP_PASSWORD=

ANTHROPIC_API_KEY=

CRON_SECRET=generate-a-long-random-string
EMAIL_AUTO_SEND_ENABLED=false
WEBHOOK_EMAIL_SECRET=              # optional: webhook ingest instead of IMAP
EMAIL_CRM_PERSISTENCE=memory       # quick start without DB tables

# Auth OTP stays separate (lib/mailer.ts) — do not reuse for CRM replies:
# EMAIL_MODE=ethereal
# or SMTP_HOST / SMTP_USER / SMTP_PASSWORD for noreply@

# Legacy single-mailbox fallback (only when emailCrm.channels empty):
# IMAP_HOST=mail.example.com
# IMAP_PORT=993
# IMAP_TLS=true
# IMAP_USER=info@example.com
# IMAP_PASSWORD=
# SMTP_HOST=mail.example.com
# SMTP_PORT=587
# SMTP_USER=info@example.com
# SMTP_PASSWORD=

Postgres-backed dev

Remove EMAIL_CRM_PERSISTENCE=memory and apply migrations below so threads and drafts persist across restarts.

Auth vs CRM SMTP

Auth login mail uses SMTP_* / lib/mailer.ts. CRM draft send uses EmailSenderService + CRM_CHANNEL_*. See Ring Mailer.

2. Database migrations

When DATABASE_URL points at your dev Postgres:

bash


psql "$DATABASE_URL" -f data/migrations/009_email_crm_jsonb.sql
psql "$DATABASE_URL" -f data/migrations/010_email_crm_tasks_jsonb.sql
psql "$DATABASE_URL" -c "\dt email_*"

Do not use 001_email_crm_schema.sql

001_email_crm_schema.sql is deprecated. Always apply 009 + 010 only.

3. Trigger ingest (local)

Option A — cron poll (matches production):

bash


curl -sS -X POST "http://localhost:3000/api/cron/email-processor" \
  -H "Authorization: Bearer $CRON_SECRET" \
  -H "Content-Type: application/json" \
  -d '{"action":"poll"}'

Option B — webhook (no IMAP required for the test):

bash


BODY='{"messageId":"<test@local>","from":"you@example.com","to":"info@example.com","subject":"Hi","bodyText":"Hello"}'
SIG=$(echo -n "$BODY" | openssl dgst -sha256 -hmac "$WEBHOOK_EMAIL_SECRET" | awk '{print $2}')

curl -X POST "http://localhost:3000/api/webhooks/email/inbound" \
  -H "Content-Type: application/json" \
  -H "X-Email-Webhook-Signature: $SIG" \
  -d "$BODY"

4. CRM SMTP smoke test

Ensure channel passwords resolve (GET /api/admin/email/channels as admin → hasImapPassword / hasSmtpPassword).
Send a test message to the channel inbox (or use the webhook).
Run cron poll.
Open Admin → CRM Inbox (/admin/crm/inbox) — optional channel filter.
Open CRM Drafts — approve and send.
Confirm reply in the sender mailbox and an outbound row in email_messages.

Only then set EMAIL_AUTO_SEND_ENABLED=true.

5. Admin UI checklist

Page	URL	Expect
Inbox	`/{locale}/admin/crm/inbox`	Live threads; channel filter; channel status chips
Thread	`/{locale}/admin/crm/inbox/<threadId>`	Message timeline
Drafts	`/{locale}/admin/crm/drafts`	Approve / reject / send
Contacts	`/{locale}/admin/crm/contacts`	CRM from processor
Analytics	`/{locale}/admin/crm/analytics`	Cost from `email_api_usage`
Tasks	`/{locale}/admin/crm/tasks`	Auto-created follow-ups

All CRM pages use CrmAdminShell (horizontal tabs; no right rail). APIs remain /api/admin/email/*.

6. Production cron

Schedule the same poll endpoint on your deployed BASE_URL every 1–5 minutes:

Optional analytics snapshot: GET $BASE_URL/api/cron/email-analytics with the same Bearer token.

Ops: data/migrations/EMAIL-CRM-OPS.md.

Troubleshooting

Symptom	Check
Empty inbox	Migrations applied (or `EMAIL_CRM_PERSISTENCE=memory`)? Cron `poll` returning `processed > 0`?
Channel status red	`CRM_CHANNEL_PRIMARY_PASSWORD` set? `ring-config.emailCrm.enabled` true?
No AI draft	`ANTHROPIC_API_KEY` set? Security pipeline blocked? Check server logs.
Duplicate processing	Should not occur — `email_messages` Message-ID dedup
Draft send fails	Channel SMTP password / host (`EmailSenderService`), not Auth `SMTP_*`
Auto-send silent	`EMAIL_AUTO_SEND_ENABLED=true` and confidence rules met
401 on cron	`CRON_SECRET` matches `Authorization: Bearer` header
Jsonb / circular require

Email AI-CRM developer guide

1. Local environment

Prefer ring-config.emailCrm.channels + channel secrets. Copy the EMAIL CRM block from env.local.template:

bash


# .env.local — multi-mailbox (recommended)
CRM_CHANNEL_PRIMARY_PASSWORD=
# CRM_CHANNEL_PRIMARY_SMTP_PASSWORD=

ANTHROPIC_API_KEY=

CRON_SECRET=generate-a-long-random-string
EMAIL_AUTO_SEND_ENABLED=false
WEBHOOK_EMAIL_SECRET=              # optional: webhook ingest instead of IMAP
EMAIL_CRM_PERSISTENCE=memory       # quick start without DB tables

# Auth OTP stays separate (lib/mailer.ts) — do not reuse for CRM replies:
# EMAIL_MODE=ethereal
# or SMTP_HOST / SMTP_USER / SMTP_PASSWORD for noreply@

# Legacy single-mailbox fallback (only when emailCrm.channels empty):
# IMAP_HOST=mail.example.com
# IMAP_PORT=993
# IMAP_TLS=true
# IMAP_USER=info@example.com
# IMAP_PASSWORD=
# SMTP_HOST=mail.example.com
# SMTP_PORT=587
# SMTP_USER=info@example.com
# SMTP_PASSWORD=

Postgres-backed dev

Remove EMAIL_CRM_PERSISTENCE=memory and apply migrations below so threads and drafts persist across restarts.

Auth vs CRM SMTP

Auth login mail uses SMTP_* / lib/mailer.ts. CRM draft send uses EmailSenderService + CRM_CHANNEL_*. See Ring Mailer.

2. Database migrations

When DATABASE_URL points at your dev Postgres:

bash


psql "$DATABASE_URL" -f data/migrations/009_email_crm_jsonb.sql
psql "$DATABASE_URL" -f data/migrations/010_email_crm_tasks_jsonb.sql
psql "$DATABASE_URL" -c "\dt email_*"

Do not use 001_email_crm_schema.sql

001_email_crm_schema.sql is deprecated. Always apply 009 + 010 only.

3. Trigger ingest (local)

Option A — cron poll (matches production):

bash


curl -sS -X POST "http://localhost:3000/api/cron/email-processor" \
  -H "Authorization: Bearer $CRON_SECRET" \
  -H "Content-Type: application/json" \
  -d '{"action":"poll"}'

Option B — webhook (no IMAP required for the test):

bash


BODY='{"messageId":"<test@local>","from":"you@example.com","to":"info@example.com","subject":"Hi","bodyText":"Hello"}'
SIG=$(echo -n "$BODY" | openssl dgst -sha256 -hmac "$WEBHOOK_EMAIL_SECRET" | awk '{print $2}')

curl -X POST "http://localhost:3000/api/webhooks/email/inbound" \
  -H "Content-Type: application/json" \
  -H "X-Email-Webhook-Signature: $SIG" \
  -d "$BODY"

4. CRM SMTP smoke test

Ensure channel passwords resolve (GET /api/admin/email/channels as admin → hasImapPassword / hasSmtpPassword).
Send a test message to the channel inbox (or use the webhook).
Run cron poll.
Open Admin → CRM Inbox (/admin/crm/inbox) — optional channel filter.
Open CRM Drafts — approve and send.
Confirm reply in the sender mailbox and an outbound row in email_messages.

Only then set EMAIL_AUTO_SEND_ENABLED=true.

5. Admin UI checklist

Page	URL	Expect
Inbox	`/{locale}/admin/crm/inbox`	Live threads; channel filter; channel status chips
Thread	`/{locale}/admin/crm/inbox/<threadId>`	Message timeline
Drafts	`/{locale}/admin/crm/drafts`	Approve / reject / send
Contacts	`/{locale}/admin/crm/contacts`	CRM from processor
Analytics	`/{locale}/admin/crm/analytics`	Cost from `email_api_usage`
Tasks	`/{locale}/admin/crm/tasks`	Auto-created follow-ups

All CRM pages use CrmAdminShell (horizontal tabs; no right rail). APIs remain /api/admin/email/*.

6. Production cron

Schedule the same poll endpoint on your deployed BASE_URL every 1–5 minutes:

Optional analytics snapshot: GET $BASE_URL/api/cron/email-analytics with the same Bearer token.

Ops: data/migrations/EMAIL-CRM-OPS.md.

Troubleshooting

Symptom	Check
Empty inbox	Migrations applied (or `EMAIL_CRM_PERSISTENCE=memory`)? Cron `poll` returning `processed > 0`?
Channel status red	`CRM_CHANNEL_PRIMARY_PASSWORD` set? `ring-config.emailCrm.enabled` true?
No AI draft	`ANTHROPIC_API_KEY` set? Security pipeline blocked? Check server logs.
Duplicate processing	Should not occur — `email_messages` Message-ID dedup
Draft send fails	Channel SMTP password / host (`EmailSenderService`), not Auth `SMTP_*`
Auto-send silent	`EMAIL_AUTO_SEND_ENABLED=true` and confidence rules met
401 on cron	`CRON_SECRET` matches `Authorization: Bearer` header
Jsonb / circular require

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Email AI-CRM developer guide

1. Local environment

2. Database migrations

3. Trigger ingest (local)

4. CRM SMTP smoke test

5. Admin UI checklist

6. Production cron

Troubleshooting

Related documentation

Related documentation

Email AI-CRM

Email AI-CRM API

Email AI-CRM architecture

Ring Mailer & RingdomX Mail

Email AI-CRM developer guide

1. Local environment

2. Database migrations

3. Trigger ingest (local)

4. CRM SMTP smoke test

5. Admin UI checklist

6. Production cron

Troubleshooting

Related documentation

Related documentation

Email AI-CRM

Email AI-CRM API

Email AI-CRM architecture

Ring Mailer & RingdomX Mail

Email AI-CRM developer guide

1. Local environment

2. Database migrations

3. Trigger ingest (local)

4. CRM SMTP smoke test

5. Admin UI checklist

6. Production cron

Troubleshooting

Related documentation

Related documentation

Email AI-CRM

Email AI-CRM API

Email AI-CRM architecture

Ring Mailer & RingdomX Mail

Database migrations

Database migrations

Database migrations