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Reply to email conversations

Email conversations appear in the same conversation timeline as other channels. When an email conversation is assigned to you and the tenant email channel is configured, you can reply from the conversation workspace.

Prerequisites

Before replying by email:
  • The conversation is assigned directly to you.
  • The conversation is not closed.
  • The tenant has an enabled email address configured.
  • The conversation has email participants or a valid reply context.
  • You have permission to reply to conversations.

Open the email composer

Open the assigned conversation and use the email composer in the timeline. CXP derives the default email envelope from the conversation and channel configuration. Depending on the thread, you can review or edit:
  • From
  • To
  • CC
  • BCC
  • Subject
  • Body
  • Attachments
The server validates trusted sender configuration before sending.

Write rich email content

The email composer supports rich Markdown-style content. Use it for normal customer-facing replies, summaries, instructions, and follow-up details. Before sending, review the generated content and recipients. Internal notes should use the internal note path, not a customer email reply.

Add attachments

When attachments are enabled for the email composer, attach supported files before sending. CXP stores the file and includes it in the outbound email delivery request. Use attachments only when they are appropriate for the customer and do not include internal-only context.

Send and track delivery

After you send, the outbound email remains in the timeline. CXP can show delivery states such as:
StateMeaning
AcceptedCXP accepted the send request and is working on delivery.
SentThe email provider accepted the message.
DeliveredThe provider reported final delivery.
DelayedDelivery was deferred by the provider or recipient server.
Not deliveredSynchronous send failed or retry budget was exhausted.
BouncedThe provider reported a bounce.
DroppedThe provider reported that the message was dropped.
If final delivery fails, CXP can update the message status and append an internal timeline event.

Review email participants

Email messages can include participant details. Use participant information to confirm who received prior messages and who should receive the next reply. Be careful when adding CC or BCC recipients. Treat customer email distribution as customer-visible communication.