# Send Email Step

The **Send Email** step sends an email on behalf of your AI agent to a lead or their assigned sales rep.

<figure><img src="/files/V1dTtZDWYF6oMIoFgXhF" alt=""><figcaption><p>The Send Email step configuration panel.</p></figcaption></figure>

## Configuration

### Recipients

| Field                    | Description                                                                             |
| ------------------------ | --------------------------------------------------------------------------------------- |
| **Send to lead**         | Sends to the lead's email address.                                                      |
| **Send to assigned rep** | Sends to the rep assigned to the lead in Salesforce. Requires a Salesforce integration. |
| **CC**                   | Additional email addresses to CC.                                                       |
| **BCC**                  | Additional email addresses to BCC.                                                      |

At least one of **Send to lead** or **Send to assigned rep** must be enabled.

### Subject and Body

Both the subject line and body support variables. Use the **Insert menu** (⚡) to browse and insert available lead data fields.

The body editor supports standard markdown formatting: bold, italics, lists, links, and code blocks.

Use the **Preview** button to see how the email will render with sample lead data before publishing.

## Tips

{% hint style="info" %}
**Personalization drives results.** At minimum, include `{{ first_name }}` in the subject or opening line. Referencing account-specific data (e.g., `{{ company_name }}`, `{{ last_page_visited }}`) significantly improves reply rates.
{% endhint %}

{% hint style="warning" %}
**Missing email address.** If a lead has no email address on record, this step is skipped and the workflow continues to the next step.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.spara.com/agents/workflows/send-email.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.