Send Email

The Send Email block allows you to automatically send emails to customers during a chat flow. This is useful for sending confirmations, notifications, or follow-up information without manual effort.


🔧 When to use

Use this block when you need to:

  • Share follow-up information after a conversation

  • Trigger email notifications based on user actions

  • Send booking or appointment confirmations

  • Deliver order or payment details


⚙️ How to set up

1. Add recipient(s)

  • Enter email address(es) in the To field

  • You can add multiple recipients using: ,

Example:


2. Set email content

  • Subject: Enter the email title

  • Body: Write the email content (plain text)

💡 You can include dynamic variables (if supported) to personalize the message.


3. Configure SMTP settings

To send emails, you need to connect your email service provider via SMTP.

Field
Description

SMTP host

Your email provider’s SMTP server (e.g. smtp.gmail.com)

Port

Common ports: 587 (TLS) or 465 (SSL)

Use TLS

Enable if your provider requires secure connection

Username

Your SMTP username (usually email address)

Password

Your SMTP password or app password

💡 Check with your email provider for the correct SMTP configuration.


4. Set sender information

  • Define the From field

  • Format:

Example:


5. Handle delivery results

The block includes two outcomes:

  • Success: Email sent successfully → continue the flow

  • Failed: Email failed to send → handle errors (e.g. retry, notify agent)


⚠️ Important notes

  • Make sure your SMTP credentials are correct, otherwise emails will fail to send

  • Some providers require app passwords instead of your login password

  • If the From address does not match your SMTP account, delivery may fail or be marked as spam

  • Always test your setup before using it in a live flow


🚨 Common issues

Issue
Possible cause

Email not sent

Incorrect SMTP settings

Authentication error

Wrong username/password or missing app password

Email marked as spam

Sender not verified or domain not trusted

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