> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callprep.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Integration

> Send outreach from your own mailbox — Gmail, Outlook or your own domain — with per-mailbox limits, warm-up, threading, and reply and bounce detection.

## Overview

Connect the mailbox your outreach is sent from. Emails go out **through your real
mailbox**, so they look and thread like anything else you send, and replies come
back to you.

What is sent — who gets contacted, what each email says, how many days apart — is
set up in **Dashboard → Autopilot**. A connected mailbox on its own never sends
anything.

```
Autopilot decides who and what
      ↓
One mailbox is assigned to the lead for the whole sequence
      ↓
First email · follow-ups reply inside the same thread
      ↓
A reply (or a hard bounce) stops the emails
      ↓
Everything logged on the HubSpot contact
```

***

## Setup

Go to **Integrations → Email** and click **Add another mailbox** (or connect your
first one). The page shows how many mailboxes your plan allows — *N of M
mailboxes*.

### Option A — Gmail or Google Workspace (recommended)

Click **Connect Gmail** and approve access. Sending happens through your real
Gmail account: no DNS to set up, best deliverability, native threading.

### Option B — Outlook or Microsoft 365 (recommended)

Click **Connect Outlook** and approve access. Same as above, through Microsoft.

### Option C — Your own domain

For a sending address on a domain you own that is not on Google or Microsoft.
Click **Set up a custom-domain address**, enter the from name and address, then
add the DNS records shown to your domain and click **Check verification**. DNS
changes usually take a few minutes.

<Note>
  Personal mailbox domains (gmail.com, outlook.com, yahoo.com…) are rejected on
  this path — use the Gmail or Outlook buttons instead.
</Note>

<Warning>
  With a custom-domain address, replies land in your mailbox and CallPrep cannot
  see them, so sequences are **not** stopped automatically by an email reply.
  See *Replies and bounces* below.
</Warning>

### Finish: your sender identity

Commercial email has to say who is sending it. Under
**Settings → Outreach → Email signature** set your name, your company and a
postal address, and optionally your photo or logo, phone and website.

<Warning>
  Until the identity is complete, email steps are **held** — the dashboard shows
  an "Emails are on hold" banner with a link to the right card. LinkedIn,
  WhatsApp and Telegram are unaffected.
</Warning>

Every outreach email also carries a standard **unsubscribe header**, which mail
clients turn into their own one-click unsubscribe button. You can add a visible
opt-out as well: a P.S. in your own words ("just tell me and I'll stop") or a
plain unsubscribe link. An unsubscribe stops every channel for that person, not
just email.

***

## Mailbox settings

Open a mailbox row to see its settings.

| Setting                                                | What it does                                                                                                                                      |
| ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Timezone, Send from / Send until, Send on weekends** | The window this mailbox may send in                                                                                                               |
| **Daily limit**                                        | Emails per day from this address (up to 500). Pick what a person could plausibly send                                                             |
| **Of which imported**                                  | A sub-limit for imported leads, so a bulk list cannot eat the day's capacity that fresh leads need. Defaults to 70% of the daily limit            |
| **This mailbox sends**                                 | *Everything*, *Organic leads only*, or *Imported leads only* — useful for keeping bulk-list risk off the address you actually talk to people from |
| **Collect replies here**                               | Marks this mailbox as the reply address for the account. Only a verified mailbox can be chosen                                                    |
| **Pause this mailbox**                                 | Sequences skip it and send from the others. Leads already assigned to it wait                                                                     |

### Warm-up

A newly connected mailbox starts at **5 emails on its first day and climbs by 5 a
day** until it reaches the daily limit you set. A brand-new address has no
reputation to spend, and providers score the pattern: fifty cold emails on day one
reads as a list.

The row shows `5/day · warming up` while this is happening, and how many days are
left until the full limit.

You can switch warm-up off if the address genuinely is not new to sending — an
established domain, or a mailbox reconnected after being removed. CallPrep will
warn you first and record the decision, because the cost of getting it wrong is
the reputation of the address itself, not just one campaign.

***

## How sending works

* **One mailbox per lead.** A lead is assigned a mailbox when it enters a sequence
  and keeps it, so the whole conversation comes from one address.
* **Follow-ups thread.** Later emails reply inside the first email's thread, with
  a `Re:` subject, so the lead sees one conversation rather than five cold emails.
  This is a per-Autopilot setting.
* **First emails come first.** When there is more to send than the daily limit
  allows, leads who have never been contacted are served before follow-ups — the
  capacity bar on the Autopilot page shows the split, and **Upcoming sends** shows
  the queue behind it.
* **One email per lead per day**, regardless of how many steps come due.
* **Several mailboxes share the load.** New leads are assigned to whichever
  mailbox has the most room, counting warm-up, pause state and role.

***

## Replies and bounces

**Replies.** For Gmail and Outlook mailboxes, CallPrep notices a reply and stops
the sequence (if the Autopilot has *stop on reply* on, which is the default).
Out-of-office and auto-replies do not count as an answer. A reply logged on the
HubSpot contact also stops the sequence, which is the safety net for
custom-domain mailboxes.

**Bounces.** A permanent bounce stops the **email** steps for that lead — other
channels continue, since it is the address that failed, not the person. If more
than **5% of a mailbox's emails bounce permanently** over a week (measured once
it has sent at least 20), the mailbox is **paused automatically** and you get an
email explaining why. Temporary delays do not count.

***

## What CallPrep can read

| Provider                | Access requested                       | What that means                                                                          |
| ----------------------- | -------------------------------------- | ---------------------------------------------------------------------------------------- |
| Gmail / Workspace       | Send email · read message **metadata** | Headers only — sender, recipient, subject line, dates. Message bodies are not accessible |
| Outlook / Microsoft 365 | Send email · read basic mail           | Everything except message bodies, attachments and previews                               |
| Own domain              | none                                   | Sending only; CallPrep has no access to your mailbox                                     |

The reading is used for one purpose: noticing that a lead answered, and that a
message bounced. Only addresses that belong to a lead in a live sequence are
matched — anything else is passed over and nothing about it is stored.

***

## When a mailbox stops working

OAuth access can end without warning — a password change, a revoked grant, an
admin policy. When that happens the mailbox is marked **Disconnected**, the
dashboard shows a red banner, and you get an email asking you to reconnect. The
other mailboxes keep sending in the meantime, at reduced capacity.

A send that failed because the authorization was dead is **retried after you
reconnect** — those leads are not skipped.

If a send fails for another reason, the mailbox row explains it in plain language
(a Google account without Gmail enabled, a domain not verified yet, rate
limiting), with the provider's own wording under **Technical details**.

***

## Credits

Researching a lead costs **one credit**. Sending emails is free, and so is a
skipped or rescheduled email. See [Credits](/plans/credits).

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can CallPrep read my emails?">
    On Gmail it can read **headers only** — who a message is from, to, its subject
    and date — never the body. On Outlook it can read everything except the body,
    attachments and previews. With a custom-domain sender it has no read access at
    all. It uses this to spot replies and bounces for leads in a live sequence.
  </Accordion>

  <Accordion title="How many mailboxes can I connect?">
    It depends on your plan — the top of the Email page shows *N of M mailboxes*
    and hides the add button once you are at the limit. Reconnecting an address you
    already have never counts as a new mailbox, so you can always repair what you
    have. See the [Billing page](https://call-prep-api.vercel.app/billing).
  </Accordion>

  <Accordion title="Why is my new mailbox only sending 5 emails a day?">
    That is the warm-up ramp: 5 on day one, +5 each day until it reaches your daily
    limit. The row shows how many days are left. It can be switched off, but only
    do that if the address has an established sending history.
  </Accordion>

  <Accordion title="Why are my emails on hold?">
    Your sender identity is incomplete. Commercial email must identify the sender,
    so email steps wait until your name, company and postal address are filled in
    under **Settings → Outreach → Email signature**. Other channels keep running.
  </Accordion>

  <Accordion title="Do follow-ups look like a new cold email each time?">
    No. Follow-ups are sent as replies in the first email's thread, keeping one
    subject and one conversation. You can turn threading off per Autopilot.
  </Accordion>

  <Accordion title="Someone answered — will they still get the next email?">
    Not on Gmail or Outlook: the reply is detected and the sequence stops, and the
    check is repeated right before each send. With a custom-domain mailbox CallPrep
    cannot see the reply — log the email on the HubSpot contact, or close the lead
    from the Autopilot's Activity view.
  </Accordion>

  <Accordion title="My mailbox was paused automatically. What happened?">
    More than 5% of its emails bounced permanently over the last week (counted once
    it has sent at least 20). That is a deliverability alarm, not a quota — check
    where the addresses came from before resuming. You will have had an email
    explaining it.
  </Accordion>

  <Accordion title="Which address do replies come back to?">
    The mailbox marked **Collect replies here**. If a lead's sequence is sent from a
    different mailbox, that address is used as the reply-to, so the conversation
    lands in one place.
  </Accordion>

  <Accordion title="Can I use one mailbox for imports and another for inbound leads?">
    Yes — that is what **This mailbox sends** is for. Set one to *Imported leads
    only* and another to *Organic leads only*, and bulk-list risk stays off the
    address you actually converse from.
  </Accordion>

  <Accordion title="Can I send from an alias or a shared mailbox?">
    Connect the mailbox you can sign in to. Aliases and shared mailboxes work only
    when the provider lets that account send as the address — if it does not, the
    send is rejected and the row will say so.
  </Accordion>

  <Accordion title="What happens to unsubscribes?">
    The person is added to your suppression list and every active sequence for them
    stops — on all channels, not just email. Suppression is permanent and is never
    cleared by a re-import.
  </Accordion>
</AccordionGroup>

***

## Need help?

Contact us at [hello@callprep.app](mailto:hello@callprep.app) and we'll help you
get your mailbox connected.
