This guide explains the attributes that allow your AI Employee to send an email 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 in the Newo.ai Portal.
Email to User During Session - Enabled
IDN: project_attributes_setting_email_send_information_enabled
This attribute determines if your AI Employee can send email messages directly to users during a conversation.
True: Send messages during live conversation.
False: Sending messages is disabled.
For example, if the AI Employee is assigned to a real estate company, you may want to set this attribute to True to send links to available properties.
Email to User During Session - Allowed Content
IDN: project_attributes_to_email_to_user_allowed_content
This attribute defines the content that can be sent to users via email.
Format:
Must include structured sections for Subject, Body, and Footer.
Standard HTML tags can be used.
Include a descriptive title.
# [Title]
Email subject:
---
[subject line text]
---
Email body:
---
[body text]
---
Add the following email footer to each email body:
---
[email footer text]
---
Example:
A new real estate buyer asks about viewing all available properties on show. You should have an item in the project_attributes_to_email_to_user_allowed_content attribute that looks something like this:
# Property Links
Email subject:
---
[business_name] – On-Show Properties
---
Email body:
---
Hi [user_name],<br><br>
Thank you for choosing [business_name]!<br><br>
<strong>Here are our available properties as requested:</strong> www.example.com
<br><br>
We look forward to seeing you soon!
---
Add the following email footer to each email body:
---
<br><br>
Warm regards,<br>
Bill Nye,<br>
Your Luxury Property Expert,<br>
---
🗒️ NOTE
You can add different email items for different asks. For example, if you needed an email for property links and confirming an appointment, the format would look like this:
# Property Links
[content]
# Appointment Confirmation
[content]
Email to User During Session - Allowed Content Items
IDN: project_attributes_setting_email_send_information_allowed_content
This attribute controls the allowed content (text or links) of your email message sent to a user.
🗒️ NOTE
In this attribute, you are listing the descriptive titles mentioned in the project_attributes_to_email_to_user_allowed_content attribute.
You need to have listed the same title in both attributes. This ensures the AI Employee sends only approved content and does not include unintended information.
For example, if any item is not present in both attributes, the AI Employee may encounter an inconsistency. This could result in no email being sent to the user.
Real-world example: fitness industry
Let’s assume you run a fitness coaching business, and you need to send a copy of your beginner workout plan after the call. Also, you want to send a pricing email of your fitness services if someone asks. The setup would look something like this:
Set the
project_attributes_setting_email_send_information_enabledattribute to True.Add the following to the
project_attributes_to_email_to_user_allowed_contentattribute:# Workout Plan Link
Email subject:
---
[business_name] – Start your workout today!
---
Email body:
---
Howdy [user_name],<br><br>
You’ve unlocked a free workout. Yes, this one is on us.
<strong>Here’s the download link:</strong> www.example.com
<br><br>
Congrats on taking the first step to a healthier life!
---
Add the following email footer to each email body:
---
<br><br>
Warm regards,<br>
Coach Bill,<br>
---
# Fitness Services Pricing
Email subject:
---
[business_name] Pricing Plans
---
Email body:
---
Hey [user_name],<br><br>
As requested, here’s the pricing list: www.example.com
<br><br>
---
Add the following email footer to each email body:
---
<br><br>
Warm regards,<br>
Coach Bill,<br>
---Add the following to the
project_attributes_setting_email_send_information_allowed_contentattribute:- Workout Plan Link
- Fitness Services Pricing