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Send an email as part of your workflow. Emails are sent from your custom domain or the default nedzo-mail.com domain. Replies are tracked in Unibox.

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Configuration

FieldRequiredDefaultDescription
Recipient typeYesContactContact sends to the trigger contact’s email. Custom lets you enter a specific address.
Custom emailIf custom—Email address. Only shown when recipient type is “Custom”.
From nameNoWorkspace defaultThe sender name that appears in the recipient’s inbox.
SubjectYes—Email subject line. Supports {{variables}}. Max 998 characters.
BodyYes (Fixed mode)—Email content. Supports {{variables}}. Max 25,600 characters. Only used in Fixed mode.
InstructionNo (AI Generated mode)—Instructions for the AI when composing the email. Only shown in AI Generated mode.

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Body mode

The Send Email action supports two modes for composing the email body:
ModeDescription
FixedYou write the exact email content. Supports {{variables}} for personalization.
AI GeneratedThe AI composes the email body based on conversation context and your instructions.
Fixed mode is the default. You write the full email body in the Body field with variable support. AI Generated mode lets the AI write the email. The AI uses the conversation context (call transcript, previous steps, contact data) to compose a relevant email. Add an Instruction to guide what the AI should write — for example, “Summarize the key points discussed in the call and include next steps” or “Write a follow-up thanking them for their time”.
When using AI Generated mode, the Instruction field is optional but recommended. Without it, the AI composes the email based on conversation context alone. With it, you get more control over tone, content, and structure.

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Variables

Personalize the subject and body with variables: 
Subject: Thanks for your time, {{firstName}}
Body: Hi {{firstName}},

Thanks for chatting with us today. As discussed, I'm sending
over the details for {{businessName}}.

Let me know if you have any questions.
Available variables: {{firstName}}, {{lastName}}, {{email}}, {{phone}}, {{businessName}}, plus any trigger data or previous step outputs.

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Custom domain

If you’ve set up a custom email domain in Settings > Integrations > Email, emails are sent from that domain. The domain must be DNS-verified before emails can be sent. Without a custom domain, emails are sent from nedzo-mail.com. Setting up your own domain improves deliverability and brand recognition.

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Reply tracking

When a contact replies to a workflow email, the reply appears in Unibox under that contact’s conversation. An inbound webhook route is automatically configured for your domain.

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Example

Send a summary after a call:
  1. Trigger: Conversation ended → Agent Type: voice
  2. Condition: Outcome equals “completed”
  3. Action: Send email
    • Recipient: Contact
    • From name: Your Company
    • Subject: “Summary of our conversation”
    • Body: “Hi {{firstName}}, thanks for taking the time to speak with us. Here’s a quick recap of what we discussed…”