How to Send Emails Upon Request in SMS and Live Chat Conversations

These are the precise steps to set up your AI to automatically send emails when a user asks during an SMS or live chat interaction. This configuration helps maintain a smooth and consistent user experience across platforms.

Go to Tools & Abilities

Navigate to your AI assistant settings.
Select Version 2.0 (ensure you're working in the latest version).
Under Tools & Abilities, click “Add Tool”.
Choose “Send Email” (Custom Tool) from the list.

Configure the AI Prompt

Once the “Send Email” tool is added:

Set the AI prompt as:

“Use the send email tool whenever the user requests to send an email.”

This will instruct the AI to automatically trigger the email tool when a user types something like:

“Can you email me this?”
“Please send this to my inbox.”
“I'd like a copy via email.”

Activate for SMS & Live Chat

With the tool and prompt in place:

The AI will now respond appropriately in both SMS and live chat channels.
When a user makes a request, it will trigger the email tool and deliver the response to the contact's email.