✨ Introduction:
Webware allows you to send emails directly from your dashboard, whether you’re following up with a new lead, replying to a customer inquiry, or reaching out directly from a contact’s profile. All emails sent through Webware are automatically logged under the Contact Card, giving you a complete record of communication history.
🔔 What to Know Before You Start:
You’ll need Conversations Inbox access permissions (ie Admin or TeamAdmin) to send emails.
Emails can be sent from multiple areas in Webware, including:
The Conversations Inbox
The CRM Contact Card
The Hot List
New Leads section
Form Submissions
Every email sent through Webware is automatically logged under the associated Contact Card.
🛠️ Step-by-Step: How to Send an Email
✅ Option 1: Sending from the Conversations Inbox
Log in to your Webware Dashboard.
Navigate to the Conversations > Email Inbox.
Click Start to Compose Email
Enter the recipient’s email address, and use the CC/BCC buttons in the top right to add additional recipients if needed.
Write your subject and message.
(Optional) Use the Write For Me button to generate or refine your message with Rivi AI.
(Optional) Click the Attach button to add any files to your email
Click Send to deliver the email.
✅ Option 2: Sending from a Contact Card (CRM)
Go to the Customers section in the Webware Dashboard.
Open the Contact Card of the person you want to email.
Click the Email icon next to their email address, or click Start Conversation within the Conversations section of the Contact Card.
Draft your message, use Write For Me if needed, and click Send.
✅ Option 3: Sending from Hot List, New Leads, or Form Submissions
From the Webware Dashboard, go to the Hot List, New Leads, or Form Submissions sections.
Locate the contact you want to email.
Click the Email icon next to their name or email address.
Draft your message, use Write For Me if needed, and click Send.
✅ Pro Tip:
Use Write For Me powered by Rivi AI to generate replies or refine your emails for a professional touch, saving time while staying on-brand.
🎯 Next Steps:
After sending an email, you can:
Check the Contact Card for a full history of conversations.
Set a follow-up task if further action is required.
Use Write For Me to help with follow-up emails or replies.