Add Email Notifications

Overview

Setting up email notifications in CallAgentAI allows you to automate and personalize communication with your callers effortlessly. By configuring this feature, your AI assistant can automatically send emails containing key details extracted from calls, such as appointment confirmations, follow-ups, or important updates. You can customize these notifications to include specific information like the caller’s name, appointment time, and any other relevant details. This ensures timely and accurate communication, enhancing the customer experience while saving you time and effort. Once set up, your assistant will handle email notifications seamlessly, keeping your customers informed and engaged.

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Watch the Tutorial

For a visual walkthrough, watch the instructional video here: How to Set Up Email Notifications.

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Step 1: Log In and Access your Assistant

1

Sign in to your Call Agent AI account. You can login here.

2

From the Dashboard, navigate to the Assistants tab on the left-hand side of the screen. Here, you will see a list of all the assistants you have created.

3

Find the assistant you want to configure and click the Preview button.

Step 2: Open the Email Notification Configuration

1

In the assistant settings, click on the Settings tab.

2

Navigate to the Email Notification section.

3

Click the Create button to add a new email notification.

Step 3: Configure the Email Address

1

In the Email Field, you can input a specific email address or a dynamic variable.

Examples

• A specific email address (e.g., [e-mail]).

• A variable that pulls the caller's email address dynamically.

  • Format: ${identifier}

  • Example: ${caller_email}

The identifier must match the text used in your Information Extractor. For instance, if you created caller_email to capture the caller's email, use ${caller_email}.

Step 4: Set Conditions for Sending the Email

1

Look for the field labeled "Under what condition should it take place?".

This field acts as the knowledge box for your AI assistant and helps it determine how to handle the email.

2

Add any instructions or conditions for when the email notification should be sent.

Example: “Send the email at the end of the call when the user provides their email address.”

Step 5: Add Email Details

1

Input the Subject Line for the email.

Examples: “Appointment Confirmation” or “Thank You for Calling.”

2

Write the Email Content.

You can include variables to personalize the email, such as:

• Caller's Name → ${caller_name}

• Appointment Date → ${appointment_date}

• Caller's Address → ${caller_address}

Example Email Content

Hi ${user_name},

Thank you for calling us. Your appointment is confirmed for ${appointment_date}.

Step 6: Save and Submit Your Configuration

1

Once you’ve completed all fields, click the Save button.

2

To finalize the changes, click the Submit button located in the upper-right corner of the screen.

Step 7: Test and Adjust Your Email Notifications

1

Regularly test the email configuration to ensure the variables display correctly.

2

Use clear and concise subject lines to improve email engagement.

3

Regularly review and update the email content as needed.