Skip to main content
This guide walks through the fastest path from setup to your first ticket.

​
Before you begin

Make sure you have:
  • Access to your institution email account
  • Access to a shared mailbox
  • Required administrator approvals
Most teams complete this process in under 15 minutes.

​
Step 1: Sign in

Navigate to: 
https://app.joinpeach.co
Select your organization’s authentication provider.

Microsoft 365

Sign in using your Microsoft account.

Google Workspace

Sign in using your Google account.

​
Step 2: Connect a shared mailbox

After authentication, Peach will display the shared mailboxes you have access to. Select the mailbox you want to connect. Examples:
Once connected, Peach will begin importing unread emails from the selected mailbox.

​
Step 3: Verify email delivery

Navigate to: 
Settings → Email Integration
Select Test Outbound. Send a test email to yourself.
Receiving the test email confirms that Peach can successfully send messages from your mailbox.

​
Step 4: Invite your team

Administrators can add additional users. Assign the appropriate role:
  • Admin
  • Editor
This allows staff members to begin working tickets within Peach.

​
Step 5: Open your first ticket

Navigate to Tickets. Select an incoming student email. From there you can:
  • Review the conversation
  • Generate an AI draft
  • Collaborate with teammates
  • Send a response
Congratulations! Your Peach environment is now configured and ready to use.

​
What’s Next?

Tickets

Learn how to manage student communications.

AI Assistant

Generate drafts and ask financial aid questions.

Knowledge Base

Add institutional policies and procedures.