Email Integration and Action

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1. Why Integrate Email?

• Send automated welcome emails when a new customer signs up.
• Deliver follow-up sequences after calls.
• Share newsletters, offers, or promotions at the right moment.
• Trigger transactional emails (order confirmations, invoices, etc.) instantly.

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2. Set Up Email Integration

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Option 1 — Mailchimp Integration

1. Open Integration Settings
   • Go to Add Email Integration in your Inya dashboard.
   • Select Mailchimp as the operator and provide an integration name.
2. Get Your API Key
   • Log in to your Mailchimp account.
   • Go to Account → Extras → API Keys.
   • Create or copy an existing API Key.
3. Add API Key to Inya
   • Paste the Mailchimp API Key into the integration form in Inya.
4. Save
   • Click Save to complete the integration.

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Option 2 — SendGrid Integration

1. Create or Log Into Your Account
   • Go to SendGrid and sign up or log in.
2. Create an API Key
   • In your SendGrid dashboard, go to Settings → API Keys.
   • Click Create API Key.
   • Name it (e.g., Platform Integration).
   • Set API Key Permissions to Full Access or at least Mail Send.
   • Click Create & View — copy this key (you won’t see it again later).
   • Paste it into Inya’s API Key field.
3. Add & Verify Your Sender Email Option A — Single Sender Verification (Quick)
   • Go to Settings → Sender Authentication → Verify Single Sender.
   • Enter your sender email (e.g., support@yourdomain.com) and details.
   • Click the verification link sent to your email.
   • Use this sender email in Inya.
   Option B — Domain Authentication (Recommended for Production)
   • If you manage your domain’s DNS, choose Domain Authentication.
   • SendGrid will give you CNAME records to add to your DNS.
   • Once verified, you can send from any address on that domain.
4. Save
   • Click Save to complete the integration.

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3. Create an Email Action

1. Navigate to Actions
   • Go to Manage Agents → Select Agent → Action Tab.
2. Create Action
   • Click + to open the Create Action card.
3. Fill in Details
   • Name: Use only letters, numbers, or underscores.
   • Description: Describe when the action should trigger.
     • Example: “Trigger this action when the user provides their email for newsletter signup.”
4. Select Integration
   • Choose your Mailchimp or SendGrid integration.
5. Choose Trigger
   • Post-Call: Executes after the conversation ends.
     • If Post-Call is selected, you can:
       • Add Variables (sent to the API).
   • On-Call: Executes during the conversation.
     • If On-Call is selected, you can:
       • Write a message in the Speak During Action section.
       • Add Before API Call Variables (sent to the API).
       • Add After API Call Variables (received from the API).
6. Set Email-Specific Fields
   • Select Action: Select the default option (Contact us for support for multiple Mailchimp actions)
   • Template Name: Select a Mailchimp email template to use.
   • From Name & Email: The verified sender name and email in Mailchimp.
   • To Name & Email: The recipient’s details. Variable input is recommended (e.g., {{customer_name}}, {{customer_email}}).
   • Add Subject: Custom subject line — can include variables.
   • Merge Variables: Map Inya variables to Mailchimp template placeholders:
     • Key: Variable name in Mailchimp template.
     • Value: Corresponding Inya variable (e.g., {{order_id}}).

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4. Test Your Email Action

1. Open Testing Mode
   • Go to Manage Agents → Select Agent → Test.
2. Start a Test Conversation
   • Speak or chat with your agent in the test interface.
3. Trigger the Action
   • Use the same instructions or keywords from your Action’s Description to activate it.
4. Check Your Email
   • Verify that the email is received by the intended recipient.
   • Confirm that template variables are replaced correctly with actual data.
5. Check Action Logs
   • In Inya, click More Options (⋮) on the Action card → View Logs.
   • Review the logs for execution details and any API errors.