Email agent onboarding

How to build & configure Spara Email agents.

This page is a guide to getting started with Spara Email agents. For a refresher on how Chat agents work, please see Agent Overview and Email agents.

Step 1: Connect email address

Spara Email agents send emails from an authenticated email address.

  • Navigate to the Email Configuration page

  • Authenticate your email provider, either Gmail or Microsoft Outlook

  • Set up the specific email address that Spara will manage

For example...

  • ACME authenticates Gmail as their email provider...

  • ...and configures Spara to send all emails from [email protected]

Step 2: Configure an Email agent

Email agents are designed to respond to incoming emails. Define how you'd like Spara to respond to emails by writing out a prompt in the Reply Agent tab.

Step 3: Build an email cadence

Email cadences can include a mix of static and intelligent behavior. When writing an email cadence, you may include text, variables, and even AI instructions:

  • Text: this is hardcoded copy that does not differ between email sends.

  • Variables: a single field about the lead that has been determined either through lead enrichment or during the course of Spara's conversation with the lead.

    • Ex. {{ first_name | there }} will render as "Joe" for a lead with the name "Joe," or "there" for a lead with no defined first name.

  • AI instructions: Any instruction or prompt to an LLM. Two default instructions are also included: schedule_call and gather.

    • schedule_call includes a sentence pushing the email recipient to schedule a call with the appropriate calendar link.

    • gather includes a sentence(s) asking prequalification questions (if any).

    • Ex. "Include a 1 sentence snippet about the product line most likely to be a fit for the lead" might be rendered as "ACME's anti-gravity gun is a perfect fit for aerospace companies like yours."

Email cadence builder

In the example below, ACME has a workflow that determines if a lead is an Enterprise Account, SMB Account, or unqualified. Enterprise and SMB accounts are pushed to schedule a call over chat or via an email cadence starting 1 day after dropoff.

Last updated