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Send, reply to, and forward emails

Email a contact from their record or the Inbox — compose, apply a template, and reply or forward to keep the thread.

Open in SAMI OS

You can email any contact straight from their timeline or from the Inbox, and every message is logged to the contact so your history stays in one place.

Before you start

Sending email requires a connected mailbox. Link Gmail or Outlook on the Settings Email tab so outbound mail sends from your own address. Until a mailbox is connected, the email composer shows a "Connect your email to send" prompt instead of the editor.

Each sent email is written to the contact timeline as "Email sent" and updates the contact's last-contacted date, so reaching out keeps your follow-up cadence accurate.

Compose a new email

  1. Open the email composer

    On a contact record, choose the Email action to open the composer. You can also reach it from the Inbox using the Compose email reply action on a conversation.

  2. Pick the sending mailbox

    If you have more than one mailbox connected, set the From account. With a single mailbox, your address is shown automatically.

  3. Add the recipient and subject

    Confirm the To address (it defaults to the contact's email), then type a Subject. Use the CC / BCC toggle if you need to copy others.

  4. Write the body

    Compose your message in the rich-text editor. To start from saved copy, use Insert email template to drop a template into the body — it also fills the subject when the template includes one.

  5. Send

    Choose Send. The email is delivered from your mailbox and appears on the contact timeline.

Short on time? Choose Draft with AI and give SAMI a quick prompt — the tone, purpose, and any key points — and it writes a first draft for you to review and edit before sending.

Reply to or forward an email

When a received email shows on the contact timeline, use the Reply or Forward buttons on that message to respond without losing the conversation.

  • Reply opens the composer pre-set to email, prefixes the subject with Re:, and keeps the original message as quoted history below your draft (On [date], [sender] wrote:). It stays on the same thread and sets the In-Reply-To reference so your reply nests correctly in the recipient's inbox.
  • Forward prefixes the subject with Fwd: and includes the original message under a ---------- Forwarded message --------- divider with the From, To, Subject, and Date. Add the new recipient in the To field, since forwarding starts a fresh thread.

Write your message above the quoted block, then choose Send. You can apply a template or draft with AI on replies and forwards too. Manage your reusable copy under Templates.

Reply and Forward keep the subject prefix and quoted history for you, so threads stay readable for the contact and grouped in their mailbox.

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Last updated 2026-06-21

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