Send from KretaOS

Why send from here

You can keep replying from Gmail, and the mail will still sync. Sending from KretaOS saves a few steps. The message is logged on the client's timeline at once, and a follow-up is created for you. The AI can also write the first draft from everything the client has told you.

Email goes out from your own Gmail address, so the client sees a normal reply from you. It also appears in your Gmail Sent folder.

The composer

Open Inbox and pick a conversation. The composer sits at the bottom.

1. Choose the channel. Use the switch at the top of the composer to pick email or WhatsApp. If the contact has no email address or number on record, that option is greyed out. You may also see a note saying which channel they prefer.
2. Write it, or press AI Draft. The draft streams into the box. It uses the client's history and your company's "About us" from Settings › Company. Press Regenerate for a different take.
3. Adjust the tone. Once there is text, the tone buttons appear: Shorter, Friendlier, Professional, Translate and Rewrite. A rewrite replaces your words, but Bring it back restores them. If the rewrite can't run, your words are left as they were.
4. Check it. Check reads the draft for tone and for claims your team can't back up. It is advice only. It never blocks a send.
5. Attach a file. Use the paperclip to attach a deck or document from the Library.
6. Send.

Which conversation does an email go into? With the subject left empty, your latest one with them. To answer an older one, press Reply next to its subject in the stream — the composer then says Replying in: and names it. To start fresh, press New email and type a subject. When a client has several conversations, the All conversations line above the messages lets you read just one; your reply then goes into it.

Copy a teammate. Press Cc above the message and tick teammates or the client's other people; they get the real email and can see it on the client's timeline. WhatsApp messages have no Cc.

If Google is not connected yet, you'll see Connect Google to send where the Send button would be. KretaOS never pretends to send. A message marked sent has really left.

What happens when you press Send

In one step, KretaOS:

• sends the message from your address
• logs it on the client's timeline
• moves the client's last-touched date
• creates a follow-up in case they don't reply

The composer folds away and tells you where it went — "Sent to name · logged on client" — and the message is in the thread straight away. When the client does reply, that follow-up closes by itself.

When a send is held

Before anything leaves, KretaOS checks a few things your team has set. If one fails, nothing is sent and your draft is kept. A Send is on hold box under your message tells you exactly why, and what fixes it:

• They opted out. The client asked not to be contacted on this channel, so KretaOS won't send there. If they have since agreed again, record it on their page, then send.
• It's late for them. The send falls inside your team's quiet hours, measured in the client's time zone. Send it after the time shown.
• The daily limit. Your team has already messaged this person as often as your limit allows today. It can go tomorrow.

Try it

1. Open Inbox and pick a conversation with a client.
2. Press AI Draft, then try Shorter or Friendlier.
3. Press Check and read what it says.
4. Press Send, then open the client's page and find the message and the new follow-up.