What it covers
Review recipient preferences and the draft before a message is sent.
Communications
Outbound mailbox send
Send through a connected mailbox when the provider connection and scope allow it.
How it works
Send from the mailbox your team already uses
Prepare a customer message in NovaSoft One and send through an authorised connected mailbox when that provider and scope are enabled. Recipient preferences remain part of the send decision.
In practice
Review the recipient and draft before sending; delivery uses the connected provider.
When to use it
Useful situations
- Send a reviewed customer reply through an authorised work mailbox.
- Keep the recipient and related CRM context visible while preparing outreach.
- Use a saved draft as a starting point for a person-specific message.
A working path
How the work moves
Confirm sender and recipient
Choose an available connected mailbox and verify the intended recipient against the customer record. Check communication preferences and unsubscribe state before proceeding.
Review the message
Write or adapt the draft to the current conversation, then check names, details, links and attachments. Make sure the message says what the team intends; a template is only a starting point.
Send and check status
Submit the message through the enabled provider workflow and review its resulting state in NovaSoft One. If delivery is uncertain, use the supported status or reconciliation path rather than sending a duplicate immediately.
Illustrative scenario
Reply after a discovery call
A rep opens the prospect record, confirms the preferred email can receive outreach, adapts a saved recap draft and sends it through the connected mailbox after checking the meeting details.
Before you start
What to check
- Sending requires a connected provider, authorised scope and workspace enablement; it is not available for every mailbox by default.
- Recipient preferences and unsubscribe state constrain eligible outreach, and the sending provider controls final delivery.
Does NovaSoft send through its own mailbox?
No. When enabled, the message is sent through the authorised connected Google or Microsoft mailbox.
Can messages be sent automatically by sequences?
Sequence communications are drafts for human review; this send workflow requires a permitted, reviewed action.
Get started
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