Last updated: 28 July 2021 

Create and receive automated email notifications as users reach certain steps in the conversation. 

Email notifications are often used to capture user information from a conversation (e.g. the name, email address, etc.) and send it all to a relevant member of your team (e.g. your sales staff).

Step 1: Create a new email 

Go to Settings → Emails.

Click Create in the top right.

Step 2: Compose an email

You will be familiar with most, if not all, of the fields on this page.

  • From email: the email address the chatbot will use to send this email, e.g. chatbot@mycompany.com.

  • From name: the name this email will appear to come from, e.g. The Chatbot.

  • To email: the email’s recipient email address(es). Multiple email addresses need to be comma separated. May contain variables.

  • Subject: the email’s subject line. May contain variables.

  • CC: the email’s CC’d recipient email address(es). Multiple email addresses need to be comma separated. May contain variables.

  • BCC: the email’s BCC’d recipient email address(es). Multiple email addresses need to be comma separated. May contain variables.

  • Message: the content of the email. May contain variables.

A strict ‘From email’ rule

You will notice your From: email address is limited to a specific domain. This domain matches the domain your chatbot platform is hosted on. For example, if your chatbot platform is hosted on app.example.com, your From email will be @example.com.

Your chatbot's domain can be found in the search bar of your internet browser. 

Step 3: Write the content of your email 

Your email content may include custom variables. 

To include a variable, simply start typing {{ and pick the variable you need from the pop-up.

Step 4: Set up the email automation

Go to Builder.

Find the conversation you’d like to tie your email notification to and click View.

Find the step where you would like your email notification to trigger and click Options.

Click Emails within the options on the left.

Click Add email. From the dropdown, choose your email.

Hit Save.

Whenever a user reaches that step, your email notification will automatically send.