Create a "Send Email" Tool.
Create a tool to send an email via Outlook (or Gmail).
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LEAD-QUAL: Create Send to Email (Outlook) tool.
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Updated: Jun 21, 2024
Description
Create a tool for sending an email via Outlook.
Steps
1
Create a "Send Email" Tool.
2
On the Tools page, click “New”.
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Then, click on "Create Tool".
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Give your tool a name, e.g. “Send email (Outlook)”.
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Video step
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Click on the element.
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Video step
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Give your tool an emoji or custom image, in this case we'll use the Calendar emoji.
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Under “Tool Steps”, click on “Add step”.
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Click on the “Send Outlook email” tool step.
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Click on the “Microsoft Account” dropdown and select your email account (or add it via the “Add account” button).
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Scroll up to “User inputs”, and click on the “Text list” input.
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Call the input “Recipient Email Addresses”.
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Video step
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Give it the description “List of recipient email addresses”.
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Video step
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Enter your email as a default recipient test example. You'll be able to tell the agent which recipients to send the email tool as well instead of this if you want.
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Click on the little settings cog under the recipient email address input.
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Click on "Set current value" to set it as the default value (so you don't have to re-enter it every time you want to test).
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Give the input a more descriptive variable name.
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Video step
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Add a "Text input" next.
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Call it "Subject line".
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Video step
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Give it the description “Email subject line”.
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Video step
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Give it a default email subject line (set it as default like you did for the other input via the little cog). Give it a descriptive variable name too.
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Next, let's add a "Long text input".
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Give it the name "Email body".
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Video step
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Give it the description “Message to send as email body”.
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Video step
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Write a test email body. You'll be able tell your agent what you want it to send instead later. Set it as default via the little cog, and give it a descriptive variable name like we did earlier.
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Scroll down to the Send Outlook email tool step, and click the curly braces next to the "To email" field.
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Click on the "To email" field.
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Select the "recipient_emails" input we created earlier.
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Do the same thing for "Email subject".
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Do the same thing for email body.
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Save your tool by clicking on the "Save" button in the top-right corner.