Email Follow Ups

When a visitor shares their email during a conversation, Privas AI can send a follow-up email that summarizes the discussion or adds helpful information. This turns a website chat into a longer engagement.

How it works

1. A visitor talks with the representative.
2. The assistant may ask if they would like to share their email.
3. If they do, the system stores it for the session.
4. After the conversation, Privas AI generates a summary email and sends it.
5. Optional CC recipients can receive a copy.

Example

During a conversation, the assistant may offer a follow-up email.

After the conversation, the visitor receives a summary generated by Privas AI.

The summary typically includes a short recap of the conversation, relevant follow-up information, and the assistant's closing message. If configured, your team can receive a CC copy.

Configure it

Open your domain, then go to Settings > Email. Two things control follow-ups: CC Rules and Prompt Templates.

Step 1: CC recipients

CC Rules let your team receive copies of follow-up emails, useful for monitoring conversations or responding to leads.

1. Open Settings > Email.
2. Select CC Rules.
3. Enter the email address.
4. Add an optional label (Support, Sales, Finance).
5. Click Add CC.

You can enable or disable each recipient at any time.

Step 2: Email template

Prompt Templates control how the summary is written.

A template includes a subject template, an email body template, and an optional closing message. Only one template can be active per domain.

What the AI generates

For each follow-up, Privas AI uses the conversation history, the active template, and the domain context to write a clear, helpful summary.

Why this matters

Follow-ups extend the value of your representative beyond the website session: capture contact details, continue conversations, share summaries, and notify your team about important interactions.

Next step

Continue to Email Operations to review and manage every email the system sends.