Automated Post-Call Emails

Connect your email server and let AI send automated call summaries. SMTP, TLS/SSL security, and test emails included.

Stop manually sending follow-up emails after calls. Our Email Configuration feature automatically sends professional post-call summaries via email. Connect any SMTP server (Gmail, Outlook, SendGrid, AWS SES), configure sender details, and enable automated emails for every call. Complete with call recordings, transcripts, AI analysis, and next steps – all in a beautifully formatted email. Setup in 5 minutes. Impress customers forever.

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Key Highlights

What Makes This Feature Special

Discover the powerful capabilities that drive real business results

SMTP Server Integration

Connect any email provider: Gmail, Outlook, SendGrid, AWS SES, or custom SMTP. Multiple configurations for different purposes.

Flexible Security Options

STARTTLS (Port 587) recommended, SSL/TLS (Port 465) supported. Password encryption at rest (AES-256). Secure transmission.

Custom Sender Identity

From Name (company/brand), From Email (domain email), Reply-To support. Consistent professional branding across all emails.

Test Email Feature

Send test email before enabling. Instant success/failure feedback. Debug connection issues immediately. Verify formatting before customers see it.

How It Works

Get started with this feature in a few simple steps

Everything you need to transform your voice operations from start to finish

Email Configuration Dashboard
Step 01

Manage Email Configurations

The Email Configuration dashboard lists all your SMTP setups in one place. See the server, sender identity, and active status for each config at a glance. Test any configuration directly from the list, toggle it on or off, or edit without disrupting active sending.

  • All configs listed with server, from address, and status
  • Test email directly from the list
  • Toggle active/inactive without deleting
  • Add multiple configs for different purposes
New Email Configuration Form
Step 02

Add an SMTP Configuration

Enter your SMTP server host and port, choose STARTTLS or SSL/TLS security, add your username and password, and set the sender identity: from email and from name. Works with Gmail, Outlook, SendGrid, AWS SES, or any custom SMTP server.

  • SMTP host, port, and security type
  • STARTTLS (port 587) or SSL/TLS (port 465)
  • Username, password, from email, and from name
  • Compatible with Gmail, SendGrid, SES, and custom SMTP
Endless Possibilities
Scale your voice operations without limits
Benefits

Transform Your Business

Discover the measurable impact and advantages that drive real business growth

Professional customer experience – instant follow-up with call details

Team alignment – everyone gets same call summary

Compliance & records – every call documented and emailed

Zero manual work – AI handles call, writes summary, sends email

Connect any SMTP server in 5 minutes

Multiple configurations for different purposes

TLS/SSL encryption for security

Password encryption at rest (AES-256)

Test configuration before going live

Active/inactive toggle – pause without deleting

Workspace-level management – owner/admin only

Masked password display for security

Automatic retry on failed emails

Error logging for all failures

Use Cases

Real-World Applications

Discover how businesses like yours are achieving remarkable results

Real-Time CRM Updates

Send call summaries and customer data to your CRM via email integration. Auto-create contacts, log activities, and update records automatically.

Explore Use Case

Support Ticket Automation

Auto-create support tickets from call outcomes. Email summaries with recordings, transcripts, and next steps to your helpdesk system.

Explore Use Case

Appointment Confirmation Emails

Send automated appointment confirmations with calendar invites, preparation instructions, and follow-up details after booking calls.

Explore Use Case

Compliance & Audit Records

Automate compliance documentation with email records. Full transcripts, recordings, and timestamps for regulatory requirements.

Explore Use Case
Technical Excellence

Technical Specifications

Enterprise-grade infrastructure built for reliability and scale

Any SMTP Server

Gmail, SendGrid, SES, etc.

TLS/SSL Encryption

STARTTLS or SSL/TLS

Custom Sender

From name and email

Test Feature

Verify before going live

FAQ

Frequently Asked Questions

Find answers to common questions about this feature

Any SMTP server! Gmail, Outlook, SendGrid, AWS SES, Mailgun, custom servers – all work. If it has SMTP host, port, username, password – it works. We provide preset configurations for popular providers (Gmail, Outlook, SendGrid, SES).

No! Use your existing Gmail, Outlook, or any SMTP provider. For high volume (1000+ emails/day), dedicated services like SendGrid or AWS SES are cheaper and more reliable. For low volume, Gmail/Outlook work perfectly.

Enable 2FA on your Google account. Go to Security → App Passwords. Generate password for 'Mail'. Use this app-specific password (not your regular Gmail password) in SMTP configuration. Takes 2 minutes. More secure than regular password.

Yes! Set 'From Email' to noreply@yourdomain.com, 'From Name' to your company name. Make sure your domain has SPF/DKIM records set up for better deliverability. Professional branding for all emails.

Yes! Within seconds of call completion. AI generates summary, attaches recording link and transcript, sends email. Customer receives professional follow-up while conversation is still fresh. Instant professionalism.

Currently standard templates included (customer summary, internal notification). Custom templates coming soon. You can customize subject line, from name, from email. Content includes call summary, transcript, recording link, next steps.

Email sending retries automatically (up to 3 times with exponential backoff). Failed attempts logged for review. Call still completes normally – email is additional feature. When SMTP recovers, queued emails send automatically.

Yes! Set up different configs for different purposes. Production mailer for customer emails. Internal notifications for team summaries. Compliance records for legal/audit. Test configuration for development. Unlimited configurations.

Use 'Test Email' feature. Click test icon on config card. Enter recipient email address. System sends sample email to verify configuration. Check inbox – should arrive within seconds. Verify formatting, sender details, content. No side effects.

Yes! Encrypted at rest using AES-256 encryption. Masked in UI (shown as ****). Never logged. Secure transmission over TLS/SSL. Only workspace owners/admins can view configuration. Enterprise-grade security.

Yes! Toggle 'Is Active' off. Config preserved, emails paused. One-click to re-enable. Useful for maintenance, testing, or temporary pauses. No need to reconfigure everything.

Workspace owners and admins only. Team members can't modify SMTP configuration. Role-based access control. Secure by default. Audit trail tracks all configuration changes.

Error logged in dashboard. Notification shown to admin. Call still completes normally – email is additional feature. You can see failed emails, retry manually, or fix SMTP config and let system retry automatically.

Yes! If 'From Email' is monitored (like support@yourcompany.com), replies come to your inbox. Set up email forwarding or shared inbox for team access. Two-way email communication supported.

Recording URL included (not actual attachment due to file size). Click link to listen in browser. Full transcript included in email body or as attachment. Secure, authenticated links. Only recipient can access.

Yes! Email content matches AI agent's language. If AI speaks Spanish with customer, email summary in Spanish. English customer, English email. Automatic language detection. Global-ready email system.

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