Gmail

Gmail Integration

Connect Gmail to track emails and create drafts.

Overview

Track email history with customers and use AI to generate email drafts.

Setup

Step 1: Connect

Go to Settings → Integrations
Click Connect next to Gmail
Authorize in Google popup
Grant permissions

Step 2: Configure

Setting	Options
Sync History	Last 30 days, 90 days, All
Track Opens	Yes/No
Track Clicks	Yes/No

Features

Email Tracking

Feature	Description
History Sync	Pull past emails
New Email Sync	Real-time new emails
Sent Emails	Track your sent emails
Email Threads	Group related emails

Email Display

View in account timeline:

Mar 15 - Email sent to [email protected]
  Subject: Following up on our call
  Opened: Mar 15, 10:30 AM
  
Mar 12 - Email received from [email protected]
  Subject: Re: Product feedback
  Opened: Yes (3 times)

Draft Generation

Create Draft

Open account
Click Email → Generate Draft
AI creates context-aware email
Edit and send

Send Options

Option	Behavior
Send from Karolina	Direct delivery
Save to Gmail	Draft in Gmail, send there
Schedule	Set future delivery time

Troubleshooting

Issue	Solution
Not syncing	Reconnect integration
Missing emails	Check date range
Can’t send	Verify Gmail access