> ## Documentation Index > Fetch the complete documentation index at: https://docs.subverseai.com/llms.txt > Use this file to discover all available pages before exploring further. # Send Email Node > Send automated emails to customers via standard or custom email providers ## Overview The Send Email Node allows you to send automated emails to customers using standard email providers (Gmail, Outlook, Zoho, GoDaddy) or custom SMTP servers. ## Supported Providers ### Standard Email Providers Supported providers: * **Gmail**: Google Workspace or personal Gmail * **Outlook**: Microsoft 365 or Outlook.com * **Zoho**: Zoho Mail * **GoDaddy**: GoDaddy Email ### Custom Email Provider Use any SMTP server with custom configuration. ## Use Cases * **Order Confirmations**: Send order details and receipts * **Appointment Reminders**: Email appointment details * **Support Tickets**: Share ticket numbers and status * **Follow-up Emails**: Post-call summaries and next steps * **Payment Receipts**: Confirm payment transactions * **Welcome Emails**: Onboard new customers * **Feedback Requests**: Collect customer feedback * **Newsletter**: Send updates and announcements ## Standard Provider Configuration ### Inputs **To** (Required) * Customer's email address * Format: `email@example.com` * Example: `john@example.com` **CC** * Additional email addresses to keep in loop * Multiple entries separated by `;` * Example: `support@company.com;manager@company.com` **Subject** (Required) * Subject line of the email * Can be linked from AI Query Agent (dynamic generation) * Can be manually written * Data linkage overrides written text **Example:** ``` Order Confirmation - ORD-12345 ``` **AI-Generated Example:** ``` Link from AI Query Agent output: "Follow-up: Your Support Ticket #TKT-789 Update" ``` **Email\_Body** (Required) * Content of the email * Can be linked from AI Query Agent (dynamic generation) * Can be manually written * Data linkage overrides written text * Supports HTML formatting **Example:** ``` Dear John, Thank you for your order! Your order #ORD-12345 has been confirmed. Order Details: - Product: Premium Plan - Amount: ₹2,499 - Delivery Date: Dec 15, 2025 Track your order: https://track.example.com/ORD-12345 Best regards, SubVerse Team ``` **Email Provider** (Required) * Select from: `Gmail`, `Outlook`, `Zoho`, `GoDaddy` **From Email** (Required) * Company email address to send from * Must be valid email for selected provider * Example: `support@company.com` **Password** (Required) * Email account password for authentication * For Gmail: Use App Password (not regular password) * Keep secure and don't share ### Outputs **Email\_success** * Confirms if email was successfully sent * Values: `True` or `False` * Use for conditional logic and error handling ## Custom Provider Configuration ### Additional Inputs **SMTP Host** (Required) * SMTP server hostname * Example: `smtp.gmail.com`, `smtp.office365.com` **SMTP Port** (Required) * SMTP server port number * Common ports: `465` (SSL), `587` (TLS), `25` (unencrypted) * Example: `587` **SMTP TLS Secure** (Required) * TLS security protocol setting * Options: `Enabled`, `Disabled` * Recommended: `Enabled` for security ### Common SMTP Settings **Gmail:** ``` SMTP Host: smtp.gmail.com SMTP Port: 587 TLS Secure: Enabled Note: Use App Password, not regular password ``` **Outlook/Office 365:** ``` SMTP Host: smtp.office365.com SMTP Port: 587 TLS Secure: Enabled ``` **Zoho:** ``` SMTP Host: smtp.zoho.com SMTP Port: 587 TLS Secure: Enabled ``` **GoDaddy:** ``` SMTP Host: smtpout.secureserver.net SMTP Port: 465 TLS Secure: Enabled ``` ## Configuration Examples ### Example 1: Simple Order Confirmation ``` To: john@example.com CC: Subject: Order Confirmation - ORD-12345 Email_Body: Dear John, your order has been confirmed... Email Provider: Gmail From Email: orders@company.com Password: [app_password] ``` ### Example 2: AI-Generated Follow-up ``` To: jane@example.com CC: support@company.com Subject: [Linked from AI Query Agent] Email_Body: [Linked from AI Query Agent] Email Provider: Outlook From Email: support@company.com Password: [password] ``` ### Example 3: Custom SMTP ``` To: customer@example.com CC: Subject: Support Ticket Update Email_Body: Your ticket has been updated... Email Provider: Custom From Email: support@company.com Password: [password] SMTP Host: smtp.customserver.com SMTP Port: 587 TLS Secure: Enabled ``` ## Email Content Best Practices ### Subject Lines * **Clear and Specific**: State the purpose clearly * **Include Reference**: Add order/ticket numbers * **Personalize**: Use customer name when appropriate * **Action-Oriented**: Indicate what's inside **Good Examples:** * "Your Order #12345 Has Shipped" * "Appointment Reminder: Dec 10 at 3 PM" * "Action Required: Complete Your Payment" ### Email Body * **Greeting**: Start with personalized greeting * **Purpose**: State reason for email upfront * **Details**: Provide relevant information * **Action**: Include clear call-to-action * **Signature**: End with professional signature ### HTML Formatting Use HTML for better presentation: ```html theme={null}

Order Confirmation

Dear {{customer_name}},

Thank you for your order!

Order ID: {{order_id}}
Amount: {{amount}}

Track Order

Best regards,
SubVerse Team

``` ## Workflow Integration ### Common Patterns **Pattern 1: Post-Call Summary** ``` Incoming Call Node ↓ AI Query Agent (generate summary) ↓ Send Email Node (send summary to customer) ``` **Pattern 2: Order Confirmation Flow** ``` Call API Node (order data) ↓ Voice Agent Node (confirmation call) ↓ Send Email Node (order details) ↓ Send WhatsApp Node (quick confirmation) ``` **Pattern 3: Support Ticket Creation** ``` Incoming Call Node ↓ AI Query Agent (create ticket) ↓ Send Email Node (ticket confirmation to customer) ↓ Send Email Node (ticket alert to support team) ``` **Pattern 4: Multi-Recipient Notification** ``` Voice Agent Node ↓ Smart Filter (check call outcome) ↓ Send Email Node (to customer) ↓ Send Email Node (to internal team with CC) ``` ## Provider-Specific Setup ### Gmail Setup 1. **Enable 2-Factor Authentication**: Required for App Passwords 2. **Generate App Password**: * Go to Google Account → Security * Select "App passwords" * Generate password for "Mail" 3. **Use App Password**: Use generated password, not regular password ### Outlook/Office 365 Setup 1. **Use Account Password**: Regular password works 2. **Enable SMTP**: Ensure SMTP is enabled in account settings 3. **Modern Authentication**: May require admin approval for organization accounts ### Zoho Setup 1. **Use Account Password**: Regular password works 2. **Enable IMAP/SMTP**: In Settings → Mail Accounts 3. **App-Specific Password**: Generate if 2FA is enabled ## Best Practices ### Authentication * **App Passwords**: Use app-specific passwords when available * **Secure Storage**: Never hardcode passwords in workflows * **Regular Rotation**: Change passwords periodically * **Least Privilege**: Use dedicated email accounts for automation ### Content * **Personalization**: Use customer data for personalized content * **Clarity**: Keep messages clear and concise * **Branding**: Maintain consistent brand voice * **Mobile-Friendly**: Ensure emails look good on mobile devices ### Deliverability * **Valid From Address**: Use legitimate business email * **SPF/DKIM**: Configure email authentication records * **Avoid Spam Triggers**: Don't use all caps, excessive exclamation marks * **Test**: Send test emails before launching campaigns ### Compliance * **Opt-In**: Only email customers who opted in * **Unsubscribe**: Include unsubscribe link for marketing emails * **Privacy**: Respect customer data privacy * **CAN-SPAM**: Comply with email regulations ## Monitoring ### Track Email Performance **Metrics:** * **Delivery Rate**: Successfully sent emails * **Bounce Rate**: Failed deliveries * **Open Rate**: Emails opened by recipients (if tracking enabled) * **Click Rate**: Links clicked in emails ### Troubleshooting **Email Not Sending** Possible Causes: * Invalid credentials * SMTP settings incorrect * Email provider blocking * Network issues Solutions: * Verify email and password * Check SMTP host and port * Review provider security settings * Test with different provider **Emails Going to Spam** Possible Causes: * Missing SPF/DKIM records * Spam-like content * High sending volume * Poor sender reputation Solutions: * Configure email authentication * Improve email content * Warm up email account * Use reputable email provider ## Next Steps Generate dynamic email content Send WhatsApp messages Make voice calls Integrate with external systems Link Subject and Email\_Body from AI Query Agent to generate personalized, context-aware emails based on call transcripts or customer data. For Gmail, you must use an App Password, not your regular password. Enable 2-Factor Authentication first, then generate an App Password.