> For the complete documentation index, see [llms.txt](https://docs.spara.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.spara.com/agents/workflows/steps/send-email.md).

# 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 %}

{% hint style="info" %}
**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.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## 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, and the optional `goal` query parameter:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.