Send an Email

When should you use it?

• When the lead is generated

• When the visitor has entered their details

• When a conversation has been completed

• When a conversation has reached a particular point

How do I set it up?

To setup the 'Send Email' action block, you can follow the following steps;

• Add action block on canvas by clicking on '+'

• Choose 'Send an Email'

• Configure following on right panel

  • Send an email to: Define the email IDs of the users who need to be notified via email

    1. To:

    2. CC:

    3. BCC:

  • Subject: Define the subject of the email

  • Email Markup: Define the content of the email

  • Include Chat Transcript: You can switch on 'Include Chat Transcript' if you would like to receive entire chat transcript over the email