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Guide

Your business email

Every Coagentic project sends mail as itselffrom the moment it has a subdomain — no SMTP, no DKIM records to copy, no “please verify your domain” emails. The agent and your workflows can fire mail from day one, and each project is a distinct sender.

It's on by default, per project. A project whose subdomain is myshop sends from [email protected] immediately — a distinct, deliverable sender for that business, no setup. Want prettier hello@ / bookings@ addresses on your own subdomain? Upgrade the project to a dedicated myshop.coagentic.site domain (see below).

The two forms of a project sender

By default a project sends from its subdomain as the address: [email protected]. This rides on the platform's already-verified domain, so it needs zero provisioning and every project gets one for free. Optionally, a project can be upgraded to its own dedicated subdomain (myshop.coagentic.site), which unlocks any-local-part addresses like [email protected]. Pro and Business tiers can additionally connect a fully custom domain (myshop.com). Both paths use the same delivery pipeline; only the From address differs.

TierDefault senderCustom domainMonthly mails
Free[email protected]100
Starter[email protected]1,000
Pro[email protected]+ acme.com (1)10,000
Business[email protected]+ acme.com (3)100,000
Enterprise[email protected]unlimited

Upgrading to a dedicated subdomain

The default [email protected] sender works everywhere. If you want any-local-part addresses on your own subdomain, upgrade the project from Project → Integrations → Platform email. We register <project-subdomain>.coagentic.site with our email provider, publish DKIM, SPF, DMARC, and bounce-MX records to the parent zone via our Cloudflare integration, and verify — usually within a minute or two.

While the dedicated subdomain is “Verifying”, sends still work — they keep using the default [email protected] sender so nothing blocks. As soon as it flips to “Ready”, mail starts going from [email protected].

Any local part works on a dedicated subdomain — no mailboxes to create in advance. [email protected], [email protected], [email protected] all send the moment you reference them. The DKIM signature covers the whole subdomain.

Using it in workflows

When the agent builds a workflow with a send_email action, it auto-defaults the From address to this project's own sender — <project-subdomain>@coagentic.site by default, or noreply@<subdomain>.coagentic.site once the project has upgraded to a dedicated domain. You only set from to override it (e.g. bookings@for the booking confirmation) — and an override is honored only if it's a domain the project has verified.

Example workflow snippet

Trigger: form_submit (Contact form)
Action: send_email
  # no "from" needed — defaults to [email protected]
  to:   {{email}}   # form fields are top-level
  subject: "Thanks for reaching out!"
  text:  We received your message and will reply within 24h.

The display name ("Acme Cooking") is what recipients see in their inbox; the actual address can stay on the platform subdomain.

Reusable templates

Save a subject + body once and reuse it. Go to a project's Email → Templates tab, create a template (the same {{variables}} apply — click a chip to insert one), then pick it from the Composeform or a workflow's Send email action to fill the subject and body. The agent can manage them too (list_email_templates, create_email_template).

Bringing your own domain (Pro+)

Pro and Business workspaces can connect their own domain — say acme.com — and send as [email protected] instead. Recipients see zero coagentic.site branding; it's your domain start to finish.

Step 01

Add the domain

Integrations → Platform email → Bring your own domain. Type the domain (or subdomain you want to send from, like mail.acme.com) and hit Register. We'll register it with our email provider and show you the DNS records that authorise us to send.

Step 02

Publish the DNS records

You'll see 4-5 records — DKIM (CNAME or TXT), SPF (TXT), DMARC (TXT), and a bounce-MX (MX). Add each to your DNS provider (Cloudflare, Namecheap, GoDaddy, Route 53 — whichever runs your domain's nameservers). For each row, copy the host and value verbatim. We have a copy button next to every value to avoid typos.

Most domains verify within 5 minutes of publishing the records. Slow DNS providers (some registrar-default DNS) can take up to 48 hours.

Step 03

Click Verify

Once you've published the records, hit Verifyin the panel. We'll check with the provider; when it's ready the status flips to Verified and your domain becomes the default From address for future sends. Workflows you previously wrote with the platform subdomain keep working — only new sends pick up the custom domain.

Bring your own mailbox (SMTP + IMAP)

Prefer to use the mailbox you already have — a Gmail, a Microsoft 365 account, or a mailbox on your own host — instead of a coagentic.site address? Connect it per project from Project → Email → Mailbox. The project then sends through your SMTP server as your real address, and receives by us polling your IMAP — so mail to your own inbox flows into Coagentic and back out under your own name.

This is the mirror image of the platform sender above: instead of sending as [email protected] through our shared relay, a connected project sends as [email protected] through your own server. Everything downstream is identical — arriving mail lands in the same Inbox, fires the same inbound_email workflows, and is handed to the same staffing agent as platform mail. One mailbox per project.

Sending and receiving are independent — turn on either or both. Send-only: fill just the Sending (SMTP) block and the project sends as your address while still receiving on its platform inbox. Receive-only: fill just the Receiving block and the project pulls mail from your server while still sending through the platform relay. At least one side is required. Sends made through your own SMTP don't count against your platform monthly quota — it's your server and your domain's reputation.

Step 01

Pick your provider

Choose Gmail, Outlook / Microsoft 365, or Custom. The preset fills the SMTP and IMAP host, port and TLS for you; you add the address and password. For a self-hosted server, pick Custom and enter the details your host gave you (typically SMTP on 465/implicit-TLS or 587/STARTTLS, IMAP on 993/implicit-TLS).

The Receiving side speaks IMAP or POP3 — pick the protocol in the Receiving block. IMAP (usually port 993) keeps folders and works alongside your other mail clients; POP3 (usually port 995) is the simpler, older protocol. Either way we always leave your mail on the server and never delete it.

Step 02

Use an app password (Gmail / Microsoft 365)

If your account has 2-step verification (it should), your normal login password will not work over SMTP/IMAP. Create an app-specific passwordin your provider's security settings and paste that instead. The password is stored encrypted at rest and never shown again — a saved mailbox reports only that a password is set, never its value.

Step 03

Test, then connect

Hit Test connection. We log into both servers and report each half independently — so if the app password is right for sending but the IMAP folder name is wrong, you see exactly which side failed. When both are green, Connect mailbox saves it and receiving begins.

New mailboxes start from now: we do not replay your existing history into the agent. Only mail that arrives after you connect is polled in (about every two minutes). Switch the mailbox Off to fall back to the platform sender without deleting the settings, or Disconnect to remove it entirely.

Your mail server must be reachable at a public address — hosts that resolve to private or reserved ranges are refused, on save and on every poll. The assistant can do all of this too: get_mailbox, configure_mailbox, test_mailbox, and set_mailbox_enabled (connecting or switching a mailbox live is a founder decision, so those two never run unattended).

Receiving replies (inbox)

Inbound mail to any address on your platform subdomain lands directly in your Coagentic dashboard. Open Project → Integrations → Platform email— the Inbox section sits between the “Your business email domain” panel and “Bring your own domain”.

  • Mail to *@<your-slug>.coagentic.site appears in real time — usually within 5–10 seconds of the sender hitting Send.
  • Each row shows From, the recipient address (so you know which of your addresses they reached out to), subject, and timestamp.
  • Click a row to expand the full body. We strip <script>and event handlers from HTML before rendering, so opening an attachment-rich marketing email won't execute anything malicious.
  • Click the trash icon to permanently delete from the inbox.
  • The header polls every 30 seconds for new mail; the badge shows unread count.

For workflows that need to react to incoming mail (e.g. auto-reply, create-CRM-row, forward to a Generic HTTP webhook), use the inbound_email workflow trigger. It fires for both platform-provisioned mail and a connected mailbox, and an optional matchTofilter narrows a workflow to one address. If the project's inbox is staffed, the assigned agent also gets each new message to read and act on.

Limits: each message body is capped at 500 KB plain text / 2 MB HTML at the Cloudflare layer before reaching us. Larger messages get rejected at the SMTP handshake so the sender sees a clear bounce. Attachments aren't yet surfaced in the inbox — add this need to contact if it's blocking you.

Reply-To headers still work the way you'd expect: when you send a workflow email, set reply-to: [email protected] and replies land in this same inbox.

Quota & reputation

Every workspace has a monthly send cap that scales with the tier (see the table above). You can see the current month's usage on the same Platform email panel. If you cross 90% we surface a banner; at 100% we pause sends until the next reset.

We also monitor bounce rate and complaint rate per workspace. If either spikes (typically >3% bounces or >0.1% complaints) we throttle automatically so one bad send doesn't poison your sender reputation. The panel shows a Deliverability tile when this kicks in.

Common questions

Can my customers reply to my emails?

Yes. Set the reply-to field in your workflow to the address where you want replies. If you want them to land in your regular inbox (Gmail, Outlook), use that address directly.

Can I send marketing emails through this?

Transactional and notification-style emails are the primary use case (order confirmations, password resets, form notifications, booking reminders). Pure cold outreach to scraped lists will hit our abuse filter and may get your workspace flagged. For newsletters, consider bringing your own marketing provider (Resend or a dedicated marketing tool) via the BYOK Integrations.

What happens to my email if I cancel my workspace?

Your platform subdomain is removed (DNS records deleted, provider identity revoked) so we don't leak DKIM signatures of an inactive sender. If you have a connected custom domain, your DNS records stay where you published them — we just stop signing / delivering mail. You're free to repoint the domain elsewhere immediately.

Why don't I see my custom domain option in the panel?

Custom domains are a Pro+ feature. Upgrade your workspace from Pricing and the Add domain button appears immediately. Free and Starter workspaces still get the platform subdomain — that's included on every tier.

Will my emails land in spam?

Platform-sent emails use a shared sender reputation that we actively manage. Default deliverability is >98% to Gmail/Outlook/Yahoo. If you start seeing spam-folder reports: (1) make sure your Fromname + subject don't look spammy, (2) verify you're only mailing people who consented, (3) consider upgrading to Pro and using a custom domain — your own reputation gets to grow independently.

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