Send Email - Email a Customer from the Inbox
Send an email to a customer directly from the contact panel using your connected email account, without leaving the conversation.
Overview
Send Email lets you reach a customer over email from inside the inbox. It is one of the followup tools in the contact panel, useful when a message is better suited to email or the customer prefers it.
Prerequisites
- An active email account connected in ChatMaxima
- The contact has an email address on file and is subscribed to receive email
Note: If the contact has no email, is not subscribed, or no email account is connected, the email icon is disabled and its tooltip explains why.
Send an email
- Open the conversation in the inbox
- In the contact panel, click the envelope icon in the quick actions
- The email composer opens
- Write your subject and message
- Send it to the customer
Followup tools
The email icon sits alongside the other ways to reach a customer from the contact panel:
Next Steps
Cloud Calling (Twilio) - Call a Customer's Phone from the Inbox
Place a voice call to a customer's phone number using your connected Twilio Voice account, straight from the contact panel in the inbox.
Send WhatsApp Message - Message a Customer from the Inbox
Start a WhatsApp message to a customer from the contact panel using your connected WhatsApp account, with templates for out-of-window messages.