Email Connect

We’re excited to introduce our new Email Feature, designed to make your outreach more efficient and effective. Now, you can send, track, and manage emails —right from the platform.

Getting Started with Emails

To start using the email functionality, you’ll first need to connect your account through Gmail. Simply navigate to Settings by clicking on your initials in the bottom left corner or the gear icon in the top right corner of the app. From there, go to Emails under "Connect Settings" and follow the prompts to link your email account.

Customizing Your Email Settings

With our new email tool, users have the ability to customize their settings to optimize their email outreach while maintaining compliance. Here’s a breakdown of the settings you can configure:

Daily Send Limits: Users can customize the daily send limit per inbox. It is strongly recommended to set the limit at 250 emails per day, but does have a maximum of 1000 emails per day. The admin can decide if this limit is adjustable by other team members.

Email Delay: To help prevent inboxes from being flagged as spam, users can set a delay between emails. It is recommended to set a minimum of 60 seconds. This setting can be locked by the admin or made editable by team members for added flexibility. 

Domain Send Limit: Users can control how many emails their team can send to a specific domain per day. This is automatically set to 1,000 per day for any new domain. This setting can be locked by the admin or made editable by team members for added flexibility. 

Domain Exclusion List & Blacklist

• Domain Exclusion List: Prevents users from connecting emails from domains. This is used if you don’t want your team to connect certain inboxes or domains to Seamless.ai. 
• Domain Blacklist: Prevents emails from being sent to specified domains across the organization.

Set Business Hours: Users can define their email-sending business hours, setting a start time, end time, and time zone. There’s also an option to restrict team members from sending emails outside of these designated hours.

Email Tracking: Enable tracking for: emails sent, emails opened, email replies.

Default Font Settings: Users can set a default font and size for all outgoing emails.

Notifications: Turn on in-app notifications for: sent emails, failed email sends, emails sent outside of business hours, emails below a certain AI Threshold.

Select Email Types to Use in Connect: Set allowed email type(s) to include when sending emails to contacts.

Total AI Score: Users can set a Total AI Threshold for outgoing emails. This includes: 

• Setting a minimum threshold to block emails from being sent to emails below that threshold.
• Enabling banner notifications to warn when emails fall below the set threshold

Set Priority Order of Data in Connect: Set preferred order of email types displayed and used

Interested in learning more about Email Settings? Check out these helpful articles: Setting Up Email Engagement and Email Settings

Create Your Footer

All emails sent from Seamless.AI will require a footer so all users will need to create a footer to utilize the email tool. You also have the option to create a custom signature, which will be automatically included in all outgoing emails.

Composing & Sending Emails

Sending an email is an easy experience within the platform. To email a contact, locate them in your contact list and click the email icon under the "Actions" column. This will open the email module, where you can craft your message while keeping key recipient details visible.

Within the compose module, you’ll have access to essential information about your recipient, including their name, job title, company, and local time zone. This allows you to time your outreach, ensuring your emails land in their inbox at the right moment.

When drafting your message, you can choose which email address to send to and from. You’ll have full control over crafting your subject line and body text. If you prefer a pre-written approach, you can load a saved email template to streamline your messaging.

You will have the flexibility to format text, insert hyperlinks, and attach files. Once your message is ready, you can either send it immediately or schedule it for a later time, ensuring it reaches the recipient when they’re most likely to engage.

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Tracking & Managing Emails Activity

The Activity page serves as your command center for tracking email engagement. Email sent through the platform is logged here, giving you insights into your outreach.

Within this page, you’ll find a detailed breakdown of your email activity, including the total number of emails sent, received emails, opened emails, replied emails, and clicked emails. 

Each logged email entry provides recipient details, subject lines, timestamps, and engagement status. Whether you want to confirm an email was opened or track whether a link was clicked, the Activity Tab provides full visibility into your interactions.

To maintain accurate records, you also have the ability to log email activity manually, ensuring that all your interactions—whether initiated within or outside the platform—are documented. Additionally, you can update a contact’s status to reflect their progress in your sales pipeline, helping you stay organized and proactive.

The Activity page is fully customizable, allowing you to adjust the table view and columns to fit your workflow. You can tailor the view to display the most relevant information for your needs.

Managing Email Tasks in the Tasks Dashboard

Email-related tasks can be efficiently managed from the Tasks page, giving you a centralized space to schedule, track, and complete email outreach activities. When creating a new task, simply select Email as the task type, assign a contact, choose an email template, and set a due date and priority level. 

Once saved, email tasks appear in your Tasks Dashboard, where you can filter, organize, and queue them up using the Start Tasks button. This launches an email editor directly within the task module, allowing you to personalize and send messages without switching tools. With detailed filtering, tagging, and progress tracking, the Tasks page ensures you stay organized and consistent in your follow-up efforts.

If you are interested in learning more about Tasks, check out this article: Creating and Managing Tasks

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Enhancing Your Workflow with Bulk Emailing and Contact Queuing

To make managing email outreach even more efficient, we’ve introduced a 3-panel "Connect" experience within the My Contacts section. This feature allows you to queue up contacts for email communication, making it easier to send messages to multiple recipients.

To use it, simply click the Email icon in the top-right of the My Contacts table. For more targeted outreach, you can apply filters or manually select specific contacts from your My Contacts page. Once you’ve chosen your contacts, click the Email icon in the top right corner to send emails to all selected contacts. Making no selection will auto-select all your contacts. 

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Bulk Emailing with Email All

After applying filters to find the right contacts, click the email icon in the top-right corner. This takes you to the Connect screen, where all selected contacts will be queued. 

Next, click Email All. Once in the email editor, you can either create a new template or choose from existing templates. After selecting or crafting your email, click "Preview" to ensure all dynamic variables populate correctly. The preview feature allows you to review each email alongside the recipient’s profile, ensuring accuracy before sending.

You can send emails in bulk using multiple options:

• Send to Individual Contacts – Click “Send” for the current contact preview.
• Send Test Email – Send a test version to yourself before sending in bulk.
• Send All – If all emails have been reviewed, select "Send All" to send them immediately. If previews haven’t been completed, a prompt will ask whether you’d like to "Continue Preview" (recommended) or "Send Now".

Before finalizing, choose the email address you want to send from and decide between "Schedule Emails" to send later or "Send Emails" to send immediately.

Setting Up and Using Email Campaigns

The Campaigns feature in Seamless.AI allows you to automate and scale your email outreach through customizable, multi-step sequences. To create a campaign, navigate to the Campaigns page, click + Create Campaign, and set your campaign name, contact list, email sender, tags, and schedule. 

Once created, you can add steps like automatic emails, manual calls, LinkedIn actions, or custom tasks—each assigned a specific day, template, and priority level. After finalizing your steps, launch the campaign to begin outreach; automated steps will run on schedule, while manual tasks will appear in your Tasks dashboard. 

You can track engagement (opens, clicks, replies) in the Activity page and adjust messaging as needed to optimize performance.

Getting started building your first Campaign today to learn more about Campaigns, check out this article: Creating and Launching a Seamless.AI Campaign

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