Email to User Attributes
This page explains the attributes that allow your AI Employee to send emails to users during an active conversation. These attributes control whether the feature is enabled and what content can be sent. All of these features are configured in the [Settings -> Agent Behavior tab] tab in the Newo.ai portal.
Email to User During Session (Enabled)
IDN: project_attributes_email_to_user_enabled
This attribute determines whether your AI employee can send emails directly to users while still on a call or chat session with a particular user.
If set to True , the AI Employee can send emails during live conversations.
If set to False , this option is disabled.
Example 1 (Property Sales): Set to True if a property sales AI Employee must email a floor plan link to a potential buyer during a sales call (else set to False).
Example 2 (Dental): Set to True if a dental AI Employee must email a new patient intake form to a patient before their appointment (else set to False).
Email to User During Session - Allowed Content
IDN: project_attributes_to_email_to_user_allowed_content
The Email to User During Session - Allowed Content attribute specifies the content that the AI Employee is permitted to send in emails.
Content must include structured sections for Subject, Body, and Footer.
Standard HTML tags can be used:
for line breaks.for bold text.
Placeholders such as [user_name] can be inserted for personalization.
Example:
# Floor Plans for Manhattan VillaEmail subject: --- Floor Plans for Manhattan Villa ---Email body: --- Dear [user_name],<br><br>Thank you for requesting the floor plan for the Manhattan Villa!<br><br>Reason: [Summarize in less than 20 words why the User wants the floor plans, else state “No reason”]<br><br><strong>Floor Plan Link:</strong><br> www.randomlink.com <br><br>Feel free to reach out if you need anything else! ---Add the following email footer to each email body: --- <br><br> Warm regards,<br> [[agent_name]],<br> Your AI Assistant,<br> Powered by Newo.ai ---
Email to User During Session - Allowed Content Items
IDN: project_attributes_email_to_user_allowed_content_items
The Email to User During Session - Allowed Content Items attribute provides granular control over which types of items can be included in emails. This helps enforce compliance by limiting content categories.
Example 1 (Property Sales): Restricting email content so the AI Employee can only send approved floor plans and property brochures.
Example 2 (Dental): Restricting email content so the AI Employee can only send appointment confirmations and new patient forms.
Step-by-Step Implementations
Scenario 1: Dental Clinic
A dental clinic wants new patients to automatically receive their intake forms while on the phone with their AI Employee.
Go to [Settings -> Agent Behavior] tab.
Set Email to User During Session (Enabled) = True.
In the Email to User During Session - Allowed Content attribute, add a template for the new patient forms email (subject, body, footer). For example:
In the Email to User During Session - Allowed Content Items attribute, add Appointment confirmation details and Patient forms in the following format:
At the top right-hand side of the web page, click Save.
Then click Apply(it’s located in the same place as the Save button and will become visible after you’ve clicked Save).
Test by simulating a new patient booking. Your AI Employee should send the intake forms to the new patient while on the call with the patient.