Send Email
The Send Email ability lets the agent send a new email from a workspace inbox to members you allowlist. It can attach files already available in the chat — for example the source PDF of an inbound document.
This is not a reply to the inbound sender, and it is not Gmail. Use it when a workflow should email internal staff after processing a document that arrived by fax, email, or upload.
You can add more than one Send Email ability on the same workflow or task, each with its own inbox and recipient list.
Settings
| Setting | Description |
|---|---|
| Send from inbox | Optional. Leave as the workflow default inbox, or pick a specific inbox when this send should come from a different address than inbound replies. |
| Recipients | Members the agent is allowed to email. Each has a label, optional "when to use" hint, and optional CEL condition. Recipients must have email notifications enabled. |
The agent composes the subject and body, and passes workspace file IDs already in the chat to attach the original file bytes.
Adding Send Email
- Open your workflow or task
- Go to the Abilities tab
- Click Add Ability and select Send Email
- Add at least one recipient member
- Optionally choose an inbox if this should not use the workflow default
- Save