# Send an Email

### When should you use it? 

* When the lead is generated 
* When the visitor has entered their details
* When a conversation has been completed 
* When a conversation has reached a particular point

### How do I set it up? 

{% embed url="<https://www.loom.com/share/68ba897a0a174609983577912b1698ac?sid=148ba04f-86a9-4de1-88f6-718a9bd9f5a6>" %}
Setting up 'Send Email' action block
{% endembed %}

To setup the 'Send Email' action block, you can follow the following steps;&#x20;

* Add action block on canvas by clicking on '+' <br>
* Choose 'Send an Email' <br>
* Configure following on right panel<br>
  * **Send an email to:** \
    \
    Define the email IDs of the users who need to be notified via email<br>
    1. **To:** <br>
    2. **CC:** <br>
    3. **BCC:** <br>
  * **Subject:** \
    \
    Define the subject of the email <br>
  * **Email Markup:** \
    \
    Define the content of the email<br>
  * **Include Chat Transcript:** \
    \
    You can switch on 'Include Chat Transcript' if you would like to receive entire chat transcript over the email