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Ticketing System

How can I proactively send an email to a customer from Bold360 ai?

Emails in Bold360 ai are handled through the ticketing system. Therefore, you must first create a new ticket:

  1. In the Bold360 ai Console, go to Ticketing > Open tickets.
  2. Click the New tickets icon above the list of your tickets.
  3. In the User Email field, enter the customer's email address where you want to send an email.
  4. Make sure that the Send replies to this email address option is selected.
  5. Click Create and Open to create the ticket.
  6. Reply to the newly created ticket and click Send