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Emailing callers

Your agent confirms the caller’s email address on the call, then sends the details they asked for: your address, your hours, appointment details. It sends one email per conversation, and replies go to your team.

The Email tab, showing the customer service email and sending address

Open AI Agent → Email.

  1. Enter your Customer service email. Replies from callers land here, and it is required before you can switch emails on.
  2. Optionally change the Sending address, which is the From line callers see.
  3. Switch on Enable emails.
  4. Select Send me a test email to see what a caller receives.

With compliance mode on, emails may carry health information, so every send is recorded in the access log.