AI Chatbot Functions – Email

Introduction #

The Email function within the Noem.AI chatbot enables automated email communication based on user instructions. Whether contacting company representatives, support teams, or sending follow-up messages, this feature allows the chatbot to perform essential email tasks efficiently.

This guide explains how to configure and use the email function through SendGrid with dynamic templates.

Capabilities #

The Email function allows the AI chatbot to send emails for various predefined tasks, including:

• Contact a Company Representative
• Contact Customer Support
• Send Feedback to the Product Manager
• Send Leads to the Sales Manager
• Email the User

These actions can be triggered through natural language instructions given by users during a conversation with the bot.

Technical Configuration #

1. SendGrid Integration #

To enable email functionality, integrate SendGrid with your Noem.AI chatbot setup.

• Use a Dynamic Template within SendGrid.
• Your template should include the following variables:
  • {{subject}} — to be dynamically replaced with the email subject.
  • {{{body}}} — to be dynamically replaced with the HTML or text body. Use triple braces for raw HTML content rendering.

2. User Context Requirements #

• Ensure the email property is available for the current user context when initializing the thread.
  Example: jsonCopyEdit{ "user": { "email": "[email protected]" } }

Instruction-Based Execution #

The Email function works based on natural language instructions. For example:

• “Contact customer support about my last order.”
• “Send product feedback to the manager.”
• “Email me the summary of our conversation.”

These commands are parsed and mapped to predefined email flows based on your configuration.

Example Use Case #

If a user says:
“Send feedback to the product manager about the new dashboard UI.”

The chatbot would:

1. Identify the intent (send feedback).
2. Use the mapped SendGrid template.
3. Populate {{subject}} with a default or user-defined title.
4. Populate {{{body}}} with the provided feedback.
5. Send the email using the template and user email context.

Conclusion #

With the Email function, Noem.AI’s chatbot becomes a powerful tool for automating business communications. By integrating SendGrid and defining dynamic templates, you can enable seamless, context-aware email interactions across multiple touchpoints.