Composing and Sending Emails

You can start a new email conversation with a client directly from Connie, without switching to another email program.

Starting a New Email

1. Click "+ New task" or the compose button in the Task Manager area
2. Select Email as the channel
3. Fill in the recipient's email address
4. Enter a subject line
5. Write your message in the body field
6. Attach any files if needed
7. Click "Send"

The email task appears in your Task Queue so you can track it.

Composing Your Email

When writing emails:

• Be clear and specific in the subject line — the client should know what the email is about at a glance
• Keep the body concise — state the purpose, provide the information, and include any next steps
• Include your name and contact info so the client knows how to reach you
• Review before sending — check for typos and make sure attachments are included

Completing an Outbound Email Task

After sending:

1. Select a Disposition that describes the purpose — for example, "Initial Outreach," "Follow-up," or "Information Sent"
2. Add notes about what you sent and why
3. Click "Complete"

tip

If you expect the client to reply, note that in your disposition or comments so the next agent who receives the response has context.

Quick Reference

Action	How to Do It
Start a new email	+ New task → Email → Fill in details → Send
Attach a file	Attachment button → Select file
Complete task	Select disposition → Add notes → Complete

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Related: Inbound Emails | Handling Faxes

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