Before the email tool can send, set up a sender: either the default sender, or your own verified email domain and sender profile. See Settings › Email Domains. A verified own domain keeps emails on-brand and improves deliverability.
Set up the email tool
1
Create the tool
On the platform, go to Tools and select New tool. Choose Email, or start from a template such as Handover to support or Lead capture and adjust it.
2
Name and describe the tool
Under Configuration, give the tool a clear Name and a Description of when the assistant should send the email. A specific description helps the assistant decide when the tool is relevant.
3
Define the parameters (optional)
Under Parameters, add any values the assistant should collect for the email — for example a customer email address or a summary of the request. The assistant fills these in from the conversation.
4
Configure the emails
Under Emails, add one or more messages. For each, set the Recipient (a fixed address, or From parameter to use a value the assistant collected), the Subject, and the message text. Subject and message can include
{parameter_name} placeholders that are filled in when the email is sent. Optional parameter recipients are skipped when left empty.5
Choose the sender
Under Sending, select the sender profile that emails are sent from.
6
Test it
Select Test tool, enter sample values, and run it.
The test email is delivered and shows your verified sender name and address.
7
Assign it to an assistant
Save the tool, then open the assistant that should use it and assign the tool from its Tools.
How the assistant uses it
Once assigned, the assistant sends an email when the conversation calls for it — for instance, when a shopper asks to be contacted or wants something forwarded to your team. It composes the message from your templates, sends it from your sender, and continues the chat.Next steps
Email domains
Add and verify the domain emails are sent from.
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