Use this guide to connect your email account to Sage Care and start sending AI-drafted follow-up emails directly from your calls and recordings.

Link to video walkthrough

https://www.loom.com/share/1df2d08bc5d44cec8ac7ba41e642d0e6

Step-by-step instructions

1. Open Sage and navigate to Email Settings 0:00
   • Open Sage on the web on your computer (desktop only)
   • Go to Email Settings in your account
2. Add your email account 0:19
   • Click Add Account
   • Choose Microsoft (for work/Outlook accounts) or Google
3. Set visibility 0:29
   • Select whether to allow others in your organization to send emails from this account
   • Note: All inbound emails to linked accounts are always shared with your entire organization, regardless of this setting
   • Use Shared for team addresses like info@, sales@, or support@
   • Use Private for personal accounts (e.g. [email protected]) to avoid co-workers accidentally sending mail on your behalf
4. Sign in and approve permissions 1:14
   • Sign in to your Google or Microsoft account when prompted

     • When you sign in with Google, you may get a screen like this. It’s temporary as complete the verification process with Google.

       

     • Click “Advanced” and then “Go to Sage Care”

   • Review the permissions Sage is requesting: read, compose, and send emails
   • Click Allow to grant access and link the account
5. Update visibility if needed 1:38
   • If you selected the wrong visibility, toggle it on the Email Settings page at any time
6. Send a follow-up email 1:55
   • Navigate to your inbox and open a call or recording
   • Find the Follow-Up Email suggested action — most calls and recordings will have this
   • Edit the AI-drafted email as needed; enter the recipient's email address if it wasn't captured from the call
   • CC or BCC coworkers as needed
   • If you have multiple linked accounts, use the dropdown to choose which to send from
   • Click Send — the follow-up will be marked as accepted on the recording