Gmail Integration
Connect Gmail to send automated follow-up, confirmation, and lead-capture emails from your own business address after every call.
Setup
Navigate to Agent Setup → Integrations → Gmail, click Connect Gmail, sign in with your Google account, and grant the requested permissions (send emails on your behalf, view your email address). No passwords are stored, authentication uses OAuth 2.0.
Once connected, configure your sender settings (the "From" name and reply-to address) and choose which auto-emails to enable: follow-up after every call, booking confirmations, and/or lead-capture notifications.
Email templates
Create templates for each scenario. Use template variables to personalise automatically:
| Variable | Description |
|---|---|
{{caller_name}} | Caller's name (if captured) |
{{caller_phone}} | Caller's phone number |
{{business_name}} | Your business name |
{{agent_name}} | AI agent's name |
{{call_date}} | Date of the call |
{{call_summary}} | AI-generated call summary |
{{appointment_details}} | Appointment info (if booked) |
Subject: Thank you for calling {{business_name}}
Hi {{caller_name}},
Thank you for calling us today. Here's a summary of our conversation:
{{call_summary}}
If you have any questions, reply to this email or call us back anytime.
Best regards,
{{agent_name}}
{{business_name}}
Use your own domain email (e.g. info@yourbusiness.com) rather than a generic @gmail.com address. It looks more professional and is less likely to trigger spam filters.
Testing
Make a test call and provide an email address when prompted. Verify the email arrives, variables are replaced correctly, and it lands in the inbox rather than spam.
Troubleshooting
Emails not sending
Verify Gmail shows a green "Connected" status in the integrations panel. Confirm the caller provided an email address during the call. Check the email logs in your dashboard and make sure templates are saved.
Emails going to spam
Use your own domain email, avoid spam-trigger words in templates, keep content relevant and personalised, and add an unsubscribe line if you're sending marketing-style follow-ups.
Wrong information in emails
Check that variable names in your template match the list above exactly. Verify the agent is capturing the right data by reviewing the call transcript.
Disconnecting
Go to Agent Setup → Integrations, find Gmail, and click Disconnect. To fully revoke access, visit Google Account Security, find OnCallClerk, and click Remove Access.