AI Email Automation: Confirmations and Follow-ups (2026)

5 minutes

Summary

UIRIX's Send Email capability lets your agent send a detailed e-mail during the conversation - confirmation details, links from your site and policy information from your knowledge base - after confirming the customer's address. Email complements SMS - use both for maximum customer communication.

What You'll Learn:

  • Sent during the conversation, with details
  • Links from your own site, as clickable buttons
  • Directions and map links (if they are in your knowledge)
  • Policy information (cancellation, etc.)
  • Works alongside SMS
Quick Recommendation: Enable both Send Email AND Send SMS for comprehensive customer communication.

1. What Emails Include

Requested Information Details from your knowledge base, addressed to the customer by name Links & Buttons Only links that appear in your knowledge (booking page, map, product pages) Appointment Details Service, date, time, provider - as agreed in the conversation Policy Information Cancellation policy, what to bring

2. SMS vs Email: When to Use Each

Use Case | SMS | Email Quick confirmation | Best | Good Detailed info | Limited (160 characters) | Best Links | One or two | Several, as buttons Directions/maps | Link only | Link + details Use BOTH: SMS for urgency, Email for details!

Frequently Asked Questions

Should I enable Email if I already have SMS?

Yes! They serve different purposes. SMS is quick and short. Email carries the detailed information and links. Use both.

Can I customize email content?

The agent writes each email from your knowledge base and the conversation. To steer content or tone, add Improve Agent rules (for example, "Always include our cancellation policy in e-mails").

Ready to enable automatic emails?

  • Detailed e-mails from your knowledge
  • Links from your own site
  • Policy information
  • Works with SMS