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Capture Emails Effectively

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Update Agent Instructions

Go to your agent’s Settings tab and update the instructions to ask for email naturally: 
When the conversation is going well, ask for their email to send
them helpful resources or follow up. Example: "I can send you
a detailed guide - what's your email address?"

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Connect Email Tool

1

Deploy Email Connector

Go to Integrations → Connectors → Deploy Gmail or Mailchimp connector
2

Add to Agent

Go to agent’s Tools tab → Add Tool → Select email connector
3

Update Instructions

Tell your agent to save emails using the connected tool

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Best Practices

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1. Ask at Right Time

Ask for email after 3-5 messages when visitor is engaged.

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2. Offer Value

Give them a reason:
  • Free guide or resource
  • Discount code
  • Personalized recommendations

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3. Fast Responses

Use faster models (Gemini Flash Lite) for better UX.

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4. Test Different Approaches

Track which messages convert best using the Insights tab.

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Next Steps

Analytics

Track conversion rates