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Connected Apps

Gmail

Send confirmations, draft follow-ups and look up past emails during a call.

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Connect Gmail so your agent can email a booking confirmation while the caller is still on the line, hand a summary to your team, or find the invoice a caller is asking about.

At a glance

AuthenticationOAuth 2.0 (sign in with Google)
Asked at connectNothing. You’re sent straight to Google
Sends asThe Google account you connect
Works withSingle-prompt agents

Connect Gmail

1

Open Gmail on the Integrations page

Open the Integrations page in the dashboard and click Connect next to Gmail.

2

Sign in with Google

Click Connect in the dialog, choose the Google account the agent should send from, and approve access. We never see your password.

3

Add the tools to your agent

When you see Gmail connected successfully, click Go to Tools. Click Add tool → Integration tool, choose Gmail, tick the tools this agent needs, and click Add tools. From inside an agent, use Add tool → New tool → Integration tool instead.

Connect a shared mailbox such as bookings@yourcompany.com rather than a person’s inbox. Every email the agent sends comes from that account.

Tools

ToolFunction nameWhat it does
Send emailgmail_send_emailSends an email immediately
Create draftgmail_create_draftSaves an email as a draft for a person to review and send
Search messagesgmail_search_messagesFinds messages using Gmail search syntax
Read emailgmail_read_emailReads one message: sender, subject and body
Get threadgmail_get_threadReads every message in a conversation

Fields

FieldRequiredDescriptionPinnable
recipient_emailYesThe recipient’s addressYes
subjectYesSubject lineYes
bodyYesPlain-text bodyYes
ccNoComma-separated addresses, up to 10Yes
bccNoComma-separated addresses, up to 10Yes
FieldRequiredDescription
queryYesGmail search syntax, for example from:jane@example.com subject:invoice, is:unread or newer_than:7d
max_resultsNo1–50. Defaults to 10
page_tokenNoFrom the previous search, for the next page

Returns 10 messages by default (up to 50) with sender, subject and a snippet.

FieldRequiredDescription
message_id / thread_idYesmessage_id comes from Search messages; thread_id from Search messages or Read email

Keep the agent’s email on a short leash

Pinning fields turns Send email from “email anyone” into “email exactly this”:

PinEffect
recipient_email → ops@yourcompany.comThe agent can only email that address. CC and BCC are also removed from the agent unless you pin them, so it can’t add anyone.
subject → New callback requestEvery email has the same subject, so your team can filter on it
body → VariableThe body comes from a variable your agent fills during the call, such as a call summary

Without a pinned recipient, the agent sends to whatever address the caller gives. Email addresses are often misheard on the phone, so have the agent read the address back before sending.

How it works on a call

ScenarioToolsExample condition prompt
Confirm a bookingSend emailAfter a meeting is booked, email the caller the date and time. Read their email back to them first.
Hand off to your teamSend email, recipient pinnedWhen the caller asks for a human, email the team their name, number and request.
Answer “did you get my email?”Search messages, then Read emailWhen the caller asks about an email they sent, search by their address.

Limits

  • One Gmail account per organization. To switch to a different one, click Disconnect, then Connect again.
  • Bodies are sent as plain text.
  • CC and BCC take up to 10 addresses each.

Troubleshooting

Google access was removed: from the Google Account’s third-party connections page, by a Workspace admin, or automatically when the account’s password changes. On the Integrations page click Disconnect, then Connect and sign in again.

The agent sends to the address it heard. Pin recipient_email where the destination is fixed, or have the agent spell the address back before sending.

The query uses Gmail search syntax. Test the same query in the Gmail search bar of the connected account.

Integrations overview

Connecting, pinning fields and disconnecting

Google Calendar

Book meetings on the same Google account