How to Switch to a New Email in Revscale
Quick takeaway: If you already had an email connected and need to replace it, you'll switch the account first, then connect your new email. This takes just a few minutes.
Step-by-Step: Switch and Reconnect Your Email
1. Open Your Agent
Log into your Revscale dashboard
Click into the agent you want to update (Example: Web Pixel or Inquiry Qualifier)
Click Preference
2. Click “Connect Your Email”
In the top right, click Connect Your Email
3. Switch Off the Old Email
You'll see a screen displaying:
A list of your existing email accounts
A warning that switching accounts will pause activity
Important: Do not select an old account. Instead, click “Switch to New Account” (bottom of the window)
4. Connect Your New Email
Next, you'll see the connection screen:
Google (Gmail / Google Workspace)
Microsoft (Outlook / Microsoft 365)
You will be taken through your provider's native sign-in and authorization flow. Make sure you sign in with the email account you want to use for outreach and grant the requested permissions when prompted.
5. Repeat for Each Agent
Each agent is connected separately. Make sure you update:
Web Pixel
Inquiry Qualifier
Any other active agents
What to Expect
Your old email will be disconnected
Your new email becomes the active sending account
Outreach and messages will resume once connected
Common Questions
“Why can't I just edit my email?”
Because the system connects directly to your email account. You need to fully switch it, not just type in a new one.
“It still shows my old email”
The switch likely didn't complete
Go back and click “Switch to New Account” again
“It's stuck loading”
Wait for a minute and try again
This is usually a temporary connection issue
Important: Login vs Connected Email
Switching your email here does not change how you log in. This only updates the email your agent uses. If you want to log in with your new email, you may need a new invite.
Think of this like replacing a phone line: your old number is removed, your new number is connected, and everything keeps working like normal.