Connect
4 min read

Setting up Email Engagement

Seamless.AI’s Engagement Tool allows users to streamline their outreach by sending emails directly within the platform. To get started, users need to connect their email account to enable emailing capability. This guide will walk you through the quick and easy steps to integrate your Gmail email with Seamless.AI.

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Note

Seamless.AI Connect Beta Feature

The features and information outlined in this article are part of Seamless.AI Connect, which is currently in BETA testing. Access is limited to users participating in the beta trial. These features will become available to all users after the BETA period concludes.

Interested in joining the Seamless.AI Connect BETA testing waitlist? Join here!

Getting Started

Accessing the Email Connection Settings

To connect your email, start by navigating to your Settings within Seamless.AI. You can access the email connection settings in two ways:

Click into Emails from the main Settings menu.

Access Email Settings through your account profile

If you’re already inside your full Settings panel, find Emails under Connect Settings.

Connecting Your Email

Once inside the Emails tab, click “+ Connect Email” to begin the setup process. A window will appear, giving you the option to connect a Gmail account.

Connect your email directly through the email settings

After selecting your preferred email provider:

  • A new window will open prompting you to choose the email account you want to connect to.
  • You will need to review and agree to the Privacy Policy before proceeding.
  • Once confirmed, allow Seamless.AI access to enable email functionality within the platform.

Once completed, your email will be officially connected, and you’ll be ready to send emails directly through Seamless.AI’s platform.

Setting Up Your Footer (CAN-SPAM Compliance)

After successfully connecting your email, you will see a pop-up prompting you to set up your email footer. This step is required to comply with CAN-SPAM regulations and ensure proper email formatting.

Make sure to update your footer settings for you and your team!
  • Inside Email Settings navigate to Footers, and click "Create Custom Footer.”
Create a custom footer

Your email footer should include:

  • Your company name
  • Your business physical address
  • An unsubscribe option

This footer is automatically included in every email sent from the platform, ensuring compliance with email regulations and maintaining deliverability. Without a properly configured footer, users will not be able to utilize the email engagement tool.

Set up your Customer Footer for you and your users.

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