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Use Send Email for Phonely’s built-in email action. Use Email & SMS Notification when you want Phonely’s call summary sent automatically after a call.

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Connect Microsoft Outlook

Open the block’s Setup step:
  1. Select an existing Microsoft Outlook account under Connection, or select Add Connection and authorize another account.
  2. Continue to Configure.
The selected account sends the email. Its connection belongs to the agent and can be reused across flows. Other agents need their own connection.

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Configure the email

All three fields are required. To, Subject, and Body can use values from Available Variables. Each recipient must resolve to a valid email address when the block runs.

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Advanced settings

Cc, Bcc, and Reply To can also use variables available before the block runs. Reply To must resolve to a valid email address. Choose HTML only when the Body contains HTML markup.

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Choose when to send it

Place Microsoft Outlook after the blocks that provide any recipient addresses or content values it uses. Use post-call when the email is not needed during the conversation, so the caller does not wait for it to send. In Live Call, Microsoft Outlook also supports interim messages and call outcome tagging. See Common Block Settings.

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Test Microsoft Outlook

The block test resolves the configured fields and shows the email in Email Preview before sending it from the selected Microsoft Outlook account:
  1. Open Test and enter safe sample values for any variables.
  2. Review the recipients, Reply To, subject, Body Type, and body in Email Preview.
  3. Select Test.
  4. Confirm that the email arrives with the expected sender, content, and formatting.
Then test the complete flow and confirm that its variables resolve correctly. Review Microsoft Outlook in the action trace or Call Details to confirm its execution.
Testing Microsoft Outlook sends a real email from the selected account. Use recipients and content that are safe for testing.

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Troubleshooting

Confirm that the intended account is selected under Connection and reconnect it if its access changed. Review Email Preview for valid recipients, then check the recipient’s spam folder and the connected account’s sent mail. Provider restrictions or sending limits can also prevent delivery.
Return to Setup and select the intended Microsoft Outlook connection. The connected account determines the sender address. Clear or correct Reply To if replies should return to that account.
Confirm that the variable is available before the Microsoft Outlook block runs. Test the upstream path that creates it, then review its resolved value in Email Preview before testing again.
Set Body Type to HTML and confirm that the Body contains valid HTML. Use Plain Text when the body should not be interpreted as markup.
Last modified on July 17, 2026