salesbot-email

E-mail outreach with Salesbot

Pick the mailbox

list_email_integrations shows the user's own mailboxes (Outlook or IMAP/SMTP). Use provider: "mailbox" and provider_campaign_id = its mailbox_id. Salesbot sends within the sending hours, a few minutes apart, capped per day, and the e-mail can be withdrawn with cancel_email until it is sent. Smartlead and Instantly are no longer supported.

Write and send

send_email with contact_id or crm_lead_id, subject and body (plain text). Placeholders such as {{first_name}}, {{company}} and {{oslovení}} are filled per person. If the person has no address, pass email; it is saved to the contact.

Write each e-mail for that person. Do not sign the body when the mailbox has its own signature — Salesbot adds it, and a signed body would end up signed twice.

Salesbot checks every e-mail

Before anything is sent, Salesbot checks the greeting (right name, and pane/paní by the contact's gender), the company, leftover placeholders such as {{company}} or (název firmy), Czech grammar and a doubled signature.

• AI_CHECK_FAILED — nothing was sent. Fix exactly what the error says (keep the rest of the e-mail) and call send_email again once.
• If the second attempt also fails, the e-mail goes to the user's manual approval with the note. Tell the user; do not try a third time.
• pending_approval — the e-mail waits for the user in Salesbot (CRM → E-maily). Never say it was sent.

Check progress later with list_email_outreach or get_email_status.