Node: Send Email (team)

The Send Email node (send_email) sends an internal email to one or more members of your workspace. It's the way to alert your team (not the customer) when something important happens in a workflow: a missed SLA, a hot lead, an error, and so on.

When to use it

• Alert a supervisor when a conversation goes unanswered for too long.
• Notify the sales team when a qualified lead comes in.
• Send an internal summary or alert triggered by any workflow event.

Requirements

• Recipients are picked from a workspace user list (free-form addresses aren't allowed). This keeps the shared sender ([email protected]) from being used to blast external emails.
• Each recipient must still be an active workspace member when the workflow runs; removed users are skipped.

Configuration

• Notify (required): multi-select of workspace users.
• Subject (required): supports variables.
• Body (required): plain text or HTML; supports variables.
• Render as HTML: optional.

Example

On a workflow triggered by "SLA breached": add this node with Notify = your support supervisor, Subject SLA breached on {{contact.first_name}}'s conversation, and a Body with the details plus a link to the conversation.

Tips

• To reply to the customer, use Send message on their channel instead of this node.
• If you'd rather alert via Team than email, check the Team nodes (Publish to Team, Team DM).

Troubleshooting

• "None of the selected users belong to this workspace anymore": the chosen users are no longer active; reopen the node and re-pick current members.
• Legacy configuration error: if the node was authored before this version with free-form recipients, reopen it and re-select users from the dropdown.