Send email from KretaOS

Email you send from KretaOS goes out from your own Gmail address, so the client sees a normal email from you and replies land in your inbox as usual. KretaOS logs it on the client's page for you.

Before you start

You need Google connected. Without it, the composer shows Connect Google to send instead of a Send button, linking to Settings › Channels. KretaOS never pretends to send: if a message could not go out from your Gmail, it is not marked as sent.

Send an email

1. Open Inbox and pick the client's conversation. From a client's page you can also press Message next to a person.
2. In the composer at the bottom, choose the person in the contact list and keep Reply selected.
3. Write your message, or press AI Draft to have KretaOS draft one from what it knows about the client. To steer it, type what you want to say first — a line such as "tell them the quote is ready and ask for a call on Friday", rough notes, or a half-written mail — and then press AI Draft: it writes the full message from your words, and what you typed stays one tap away under Bring it back. When you are replying, the draft answers the mail you are replying to. Press Regenerate for another version, or Stop while it is writing to keep your message as it was. Each draft or tone rewrite uses 1 AI credit; if the AI could not write it, the credit is returned. If AI is unavailable, you get a plain Starting draft instead, with a line saying so — edit it before you send.
4. Adjust the tone with Shorter, Friendlier, Professional, Translate or Rewrite. The text you replaced stays one tap away. If a rewrite cannot run, your message is left exactly as it was.
5. Your reply threads by itself, with "Re: subject": leave the subject empty to reply in your latest conversation with them (the box shows the "Re: …" it will use), or reply on the conversation you want — see "Reply in a particular conversation" below. Use the paperclip to attach a file from your Library if you need one.
6. Optional: press Cc to copy teammates or the client's other people. Only they are on the list. The composer then reads In the loop: Subham (cc), and each of them gets the real email.
7. Optional: press Check to look over the tone and any claims KretaOS cannot back up.
8. Press Send. The composer folds away and its bar reads "Sent to name · logged on client"; the message shows in the thread straight away.

Reply in a particular conversation

A client's mail can run to several conversations — a quote, a site visit, an invoice. The Inbox shows them in one stream, and the subject prints where each conversation starts.

• Reply in a conversation. Press Reply next to its subject. The composer opens with a Replying in: line naming it, and your email goes into that conversation in Gmail. Press the ✕ on that line to go back to your latest conversation. To put the composer away without sending, press the ✕ at the right of its top row — what you typed is kept.
• Start a new one. Press New email above the subject and type a subject of your own. It starts a fresh conversation, even if the subject looks like an earlier one.
• See one conversation. When a client has more than one, the line above the messages reads All conversations. Tap it and pick a subject — each shows how many messages it has and when the last one was. Only that conversation's email shows (WhatsApp and logged calls and notes step aside), and your reply goes into it. Pick All conversations, or press Show all, to see everything again. The page address keeps your choice, so a reload opens the same conversation.

If a conversation came in through a teammate's Gmail rather than yours, your reply goes from your Gmail with the same subject ("Re: …"), so the client still reads it as a reply.

What happens after you send

In one step, KretaOS:

• sends the email from your Gmail
• adds it to the client's timeline and updates their last contact
• creates a follow-up task, "Follow up with name — no reply to email", due a few days later

Any reply from them closes that follow-up by itself — one that arrives in your synced Gmail, or one you log with Log their reply.

Logging a reply you got elsewhere

If a client replied somewhere KretaOS cannot see, switch the composer to Log their reply, paste what they said, set the day it arrived, and press Log received. Nothing is sent.

Good to know

• Some sends are held. Before anything leaves, KretaOS checks that the person has not opted out of email, that it is not their quiet hours, and that they have not hit the daily limit. If a check fails, a Send is on hold box appears right under your message saying which one, with the step that fixes it. See Why a send was held.
• Templates and snippets appear as menus in the composer once your team has saved some. See Email templates and snippets.
• Left a blank? If a {{variable}} is still in the message, the composer warns you before you send.