> ## Documentation Index
> Fetch the complete documentation index at: https://docs.phonely.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting a Gmail Account to Phonely

Phonely’s Gmail integration allows your automated call flows to send emails directly from your Gmail account, perfect for follow-ups, confirmations, or notifications triggered during live calls.

This guide walks you through every step of connecting your Gmail account and testing the integration successfully.

## Add the Gmail Block to Your Flow

1. In your flow editor, locate the point where you want to send an email.
2. Click the **➕ (plus)** icon under the block.

   <img src="https://mintcdn.com/phonely/THDEn_t5FsTvKxwm/assets/adding-google-calendar-block.png?fit=max&auto=format&n=THDEn_t5FsTvKxwm&q=85&s=35f8a2acdc5f7e819f33402c6fc4b01e" alt="Adding Google Calendar Block Pn" title="Adding Google Calendar Block Pn" style={{ width:"78%" }} width="2164" height="1732" data-path="assets/adding-google-calendar-block.png" />
3. From **Live Call Actions**, select **Gmail**.

You’ll now see a new **Gmail** block added to your flow.

## Choose the Gmail Action

When the Gmail setup panel opens:

1. In the **Action** dropdown, choose **Send Email**.\
   This is the default and only Gmail action currently supported, it lets your flow compose and send emails through your Gmail account.
2. Click **Continue** to move to the **Connection** setup.

## Connect Your Gmail Account

Before you can send emails, Phonely needs permission to access your Gmail account securely.

<Steps>
  <Step title="Click Add Connection">
    A “Linking your Gmail account” window will open.
  </Step>

  <Step title="Click Connect">
    You’ll be redirected to Google’s authentication page.
  </Step>

  <Step title="Sign in with the Gmail account you want to use." titleSize="p" />

  <Step title="Allow Phonely to access your Gmail for sending emails" />

  <Step title="Once connected, you’ll see your Gmail account listed in the Connection dropdown." />
</Steps>

You can add multiple Gmail accounts if needed, simply click **Add Connection** again to link another account.

Once your account shows under **Connection**, the **Connect to continue** button turns purple, meaning you’re ready to proceed.

<img src="https://mintcdn.com/phonely/SUA4W4mluYLba7OM/assets/connect-your-gmail-account.png?fit=max&auto=format&n=SUA4W4mluYLba7OM&q=85&s=de4cbfd3c28b714ee7d3c21c223c6d26" alt="Connect Your Gmail Account Pn" style={{ width:"85%" }} width="1696" height="1384" data-path="assets/connect-your-gmail-account.png" />

## Configure Your Email

Next, define what email should be sent.

### **Required Fields**

| Field       | Description                                                               |
| :---------- | :------------------------------------------------------------------------ |
| **To**      | The recipient’s email address.                                            |
| **Subject** | The subject line of your email (e.g., *Follow-up from our conversation*). |
| **Body**    | The main content of your email. You can include plain text or HTML.       |

Once you fill these fields, the Fill in required fields to continue button becomes active.

### **Advanced Settings**

Expand **Advanced Settings** to customize your email further.

| Setting                        | Description                                                                                                                   |
| :----------------------------- | :---------------------------------------------------------------------------------------------------------------------------- |
| **Body Type**                  | Choose between `Plain Text` (default) or `HTML`. Select *HTML* if you want formatted emails (bold, links, etc.).              |
| **Cc / Bcc**                   | Add carbon-copy or blind-copy recipients if you want to share the message with other team members.                            |
| **From Name**                  | Specify how your name appears in the recipient’s inbox (e.g., *John Doe*).                                                    |
| **Reply To**                   | Define an address for replies (useful if you want responses to go to a shared inbox).                                         |
| **Interim Message**            | Enable this to play a short spoken message to the caller (e.g., “Please hold while I send your email.”).                      |
| **Post Interim Message Delay** | Adds a small pause after the interim message before proceeding.                                                               |
| **Interim Message Prompt**     | A 3–7 word phrase shown to your AI assistant to generate the caller message (e.g., “Hold on while we complete your request”). |
| **Call Outcome Tagging**       | Add a tag to the call record for analytics, such as `email_sent` or `gmail_followup`.                                         |

<Tip>
  Choose between plain text or HTML formatting for your email body. HTML allows for rich formatting like bold, italic, links.
</Tip>

## Test the Gmail Action

The **Test** tab lets you verify your configuration by sending a real email.

1. Review your test configuration.\
   You’ll see all the details you set:
2. Click **Test**.

Phonely will send an actual email to the address provided with the details entered in the subject and body fields.

<Tip>
  If you do not want to test this out skip test
</Tip>

<img src="https://mintcdn.com/phonely/TU8YABPIJbvu1PVi/assets/test-gmail-connection.png?fit=max&auto=format&n=TU8YABPIJbvu1PVi&q=85&s=869172e540adebaee479a6373f68cfd0" alt="Test Gmail Connection Pn" width="1852" height="1884" data-path="assets/test-gmail-connection.png" />

## Save and Connect to the Next Block

Once the test succeeds:

* The Gmail block’s **Setup**, **Configure**, and **Test** steps all show green checkmarks (✓).
* You can now connect the next block in your flow.