SendGrid
The SendGrid integration lets agents send email through your own SendGrid account, for example a summary or confirmation after a call.
Connect
- In SendGrid, go to Settings → API Keys and create a key with Mail Send access. Copy it: SendGrid shows it only once.
- Make sure the address you want to send from is a verified sender, or that its domain is authenticated, in SendGrid.
- In the VoisX console, open your project and go to Tools → Add tool → From template.
- Find SendGrid Email and select it.
- Paste the API key and enter the From Email address the agent sends from.
- Select the actions you want to enable and click Install integration.
Actions
| Action | What it does |
|---|---|
| Send Email | Sends a plain-text email |
| Send HTML Email | Sends an HTML email |
Example
At the end of the call, offer to email a summary.
If the caller agrees, read their email address back to confirm it,
then use Send Email with the subject "Your call summary" and a short bullet list of what was agreed.
Troubleshooting
403 Forbidden
The from address is not a verified sender, or the API key does not have Mail Send access.
Emails go to spam
Authenticate your sending domain in SendGrid (SPF and DKIM).
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