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Gmail Integration for Sales Agent

Our sales agent can now send emails using Gmail. To enable this functionality, you need to set up the necessary environment variables in your system.

Setting up Environment Variables​

You need to configure two environment variables to use the Gmail integration:

  1. GMAIL_MAIL: This should be set to the Gmail address you want to use for sending emails.
  2. GMAIL_APP_PASSWORD: This is a special password that allows third-party applications to access your Gmail account securely.

How to Create an App Password​

To create an App Password, follow these steps:

  1. Create a Google account or use an existing one.
  2. Enable 2-factor authentication on your Google account. This is a prerequisite for creating an App Password.
  3. Once 2-factor authentication is enabled, go to Google App Passwords.
  4. In the App Passwords page, select the app and device you want to generate the password for and then generate the password.
  5. Use the generated password as the value for GMAIL_APP_PASSWORD in your environment variables.

By setting these environment variables correctly, the sales agent will be able to send emails using the specified Gmail account. Is this setup correctly?

This screenshot demonstrates the Gmail tool in action, showcasing how the sales agent can seamlessly integrate and utilize Gmail for email communications directly from the platform.