Send Email Step

Send a personalized email from your AI agent.

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

The Send Email step configuration panel.

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

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.

Missing email address. If a lead has no email address on record, this step is skipped and the workflow continues to the next step.

Outgoing time windows. If your organization has an email outgoing window configured (Settings > Email), this step only fires during that window. Leads that reach this step outside the window are held — not dropped — and the step retries automatically once the window reopens.