This guide explains the attributes that allow your AI Employee to send email messages to users during an active conversation. These attributes control whether the feature is enabled and what content can be sent. All the attributes are configured in the Settings > Agent Behavior tab in the Newo.ai Portal.
Email to User During Session - Enabled
IDN (internal identifier):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_setting_email_send_information_allowed_content
This attribute defines the content that can be sent to users via email.
Format:
# [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_setting_email_send_information_allowed_content attribute that looks something like this:
# Property LinksEmail 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_items
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_setting_email_send_information_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.
How email sends are triggered
Once the three attributes are configured, the AI Employee handles email sends automatically — no additional scenario steps are required.
When a user asks for something that matches an item in project_attributes_setting_email_send_information_allowed_content_items, the AI Employee will naturally respond with a commitment such as "I'll send you an email with that now." That response containing the word email is what triggers the send. The system then validates the requested content against the templates in project_attributes_setting_email_send_information_allowed_content and, if a match is found, sends the email.
Making the AI Employee send emails proactively
By default, the email send is user-initiated — the AI Employee sends an email when a user asks for something matching the allowed content. To make the AI Employee send an email proactively (without the user asking), add an instruction to the agent's script or personality telling it to commit to sending an email at a specific moment.
For example, to send a workout plan at the end of every call, add an instruction like this to the agent's script:
"At the end of every call, tell the user you will send them an email with their workout plan summary."
When the AI Employee says "I'll send you an email with your workout plan summary", the send fires automatically — as long as the content matches an item in project_attributes_setting_email_send_information_allowed_content.
🗒️ NOTE
For fully autonomous emails scheduled after a conversation ends — without requiring an in-session send — see the Lead nurture feature. Lead Nurture is a separate feature that schedules emails based on conversation outcomes.
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_setting_email_send_information_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_content_itemsattribute:- Workout Plan Link - Fitness Services Pricing