Email sender setup

The email sender plays a critical role in AI Email campaigns, ensuring emails are delivered, meetings are booked, and availability is synced. Without the correct permissions for sending emails and booking meetings, email campaigns cannot be saved or launched. Whether you're having your emails come from your AI SDR agent or on behalf of your sales team, this guide walks you through setting up the email sender account and verifying its permissions so your campaigns can run.

Sending on behalf of your AI SDR agent

Your agent sends through one connection at a time: Qualified Mailbox, Gmail, or Outlook. If you switch from Gmail or Outlook to Qualified Mailbox, leads already in progress finish on the existing connection, and new leads use Qualified Mailbox.

To send from a Gmail or Outlook account instead:

1. Navigate to Settings → Agent Studio → Agent Profile.
2. Scroll to the Connected accounts section.
3. Click the Connect button next to the appropriate platform (Gmail or Outlook Email), then follow the prompts to connect your AI SDR agent's email account.

Note: Connect a full email account for your agent, because aliases are unsupported. If you use a Gmail account, upload a relevant image to the agent's account, because Google uses that image when it sends emails. If you use SSO to manage email access for your team, use SSO for the agent's account as well.

Connecting or reconnecting the email sender account

1. The Email sender logs in to their Qualified account.
2. Then, navigate to Settings → Me → Profile.
3. Scroll down to the Connected Accounts section.
4. Verify the Google or Microsoft account is connected with permissions to “Send emails, book meetings, and sync availability”. 

5. If you are not connected yet, follow the prompts to connect your account.

6. If you are connected, but are missing email permissions, click on the three dots and select Reconnect to accept the new permissions.

Note: If the “Missing Email Permissions” error persists after you reconnect, contact your Qualified Success Architect or help@qualified.com.

When the sender has no valid email connection

When the sender is a Qualified user whose Google or Microsoft connection is missing or lacks email permissions, the lead does not enroll in the campaign. The Emails tab shows the lead as exited with the reason “Invalid sender.”

Qualified emails the sender automatically with a request to reconnect, and attempts to resend the paused emails at 8am PT the next day. To restore the connection, follow the steps in Connecting or reconnecting the email sender account.

Verifying user connections

As a Qualified admin, you can view the status of your users’ Google or Microsoft connection, and send reminder emails to users who have not connected or have a broken connection. 

1. In Qualified, go to Settings → Organization → Users.
2. Within the user table, find the Calendar and Email columns to view the user’s connection status.
3. If the status is Not Connected or Broken Connection, click the “Send reminder email” link to remind the user to connect, or reconnect, in order to authorize both calendar and email permissions.

When the sender is set

Qualified resolves the sender once, when a lead enrolls in a campaign, and uses that sender for the rest of the enrollment. For example, if a campaign sends from the Salesforce owner and the record moves to a new owner after the first email, later emails in that campaign continue to come from the original owner until the lead exits the campaign.