Open a record and click the Email chip above the timeline. The composer docks in place on the record page, so you can read the timeline while you write. You need a connected Gmail or Outlook mailbox first.
Email one person from a record
Open a company or person from Companies or People.
Click the Email chip above the timeline. The composer docks in place.
Pick the recipient if the record has more than one email address.
Write your message, or pick a template or snippet.
Click Send, or choose a time to schedule it.
The sent email appears on the timeline under the Emails filter. Replies thread onto the same record.
Email a selection from the Action Bar
In Companies or People, tick the checkboxes of the records you want. Selection is sticky across filters, so you can narrow a Smartview, tick, then narrow again.
Click Email in the Action Bar at the bottom.
Write once. K3X sends one email per recipient from your connected mailbox.
Templates, snippets and scheduling
Templates are full emails you reuse: a demo follow-up, a pricing recap, a check-in.
Snippets are short blocks you drop into any email: a booking link, a case study paragraph, your pricing line.
Scheduling sends at a time you pick. Scheduled emails go out from your mailbox at that time, even if K3X is closed in your browser.
Drafting with AI
You can ask K3X to draft or rewrite an email, either inside the composer or from the Command Center bar at the bottom of the screen ("draft a follow-up to Acme about yesterday's demo"). AI drafting spends credits from your pool, in the AI Credits category. Sending the email itself does not, because it goes through your own mailbox. Your Settings → AI Behavior tone, length and rules apply to every draft, and your Personal AI preferences shape drafts written on your behalf.
Attachments
Attachments you receive land automatically in the record's Files panel on the left, tagged "From email". You can search, upload and download files there. Files you attach to an outgoing email are sent through your mailbox as normal.
Good to know
Agents can send email too. An agent step such as "send the demo follow-up template" uses the same connected mailbox and logs to the same timeline.
Email sends from your address, so your mailbox provider's sending limits apply.
Keep CAN-SPAM in mind for cold outreach: identify yourself, give a real address and honor unsubscribe requests.
Related
Connect Gmail or Outlook and set your email signature
The Action Bar: Assign, Merge, Commands, Agents, Email, Call, SMS, Archive
Send your first SMS