Email and text messages after calls

Settings > Email and text (owners).

Connect a mailbox

Choose Gmail, Outlook / Microsoft 365, Zoho Mail or another provider, then enter the login, an app password (not your normal one), the from address and the address that should receive your own alerts. The password is stored encrypted and never shown again. Send me a sample sends one test to your own address.

Thank-you emails

Switch on Messages and choose, per call result (yes, next step, callback requested, enquiry), whether to send and edit the wording. An email goes only to the address the person said on that call, once per call, and never to someone on the do-not-call list. The default wording has no price and no time promise.

Text messages

Texts are separate and off by default. They need provider details, at least one ticked country, and wording per result. They go to the number that was called, so check the rules for consent and do-not-disturb lists in each country before you tick one. A text sender name cannot receive replies.

Sent log

Sent messages lists every email and text sent or failed, with the exact body.

Limits apply: a person gets at most one message per week of the same kind, and there is a daily cap. This is not legal advice; check messaging rules with a qualified adviser.