# Send Email

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

<div data-full-width="true"><figure><img src="https://4072969777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FreCGkFdsmuPJzGP9ZgGA%2Fuploads%2Fgit-blob-62e40dc4675e095a43614c428b74ab0ecfe12c26%2FWorkflow%20Send%20Email%20Step.png?alt=media" alt=""><figcaption><p>The Send Email step configuration panel.</p></figcaption></figure></div>

## 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](https://github.com/spara-ai/spara-app/blob/gitbook/gitbook/documentation/agents/workflows/using-variables.md). 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 %}