Email

Dial8 brings your email into your workspace with a unified inbox that connects threads to contacts, actions, and projects.

Connected Accounts

Connect one or more email accounts from Settings → Integrations:

• Gmail — Full inbox sync via Google OAuth
• Outlook — Full inbox sync via Microsoft OAuth

Each connected account syncs independently. You can configure visibility and notification preferences per account in Settings → Email & CRM.

Email Threads

Emails are organized as threads, matching the conversation threading from your email provider. Each thread shows:

• Subject and participants
• All messages in the conversation with full bodies
• Attachments with metadata and download links
• Labels — Apply workspace labels to threads for organization
• Status indicators — Unread, starred, needs reply

Inbox Management

The email view supports standard inbox operations:

• Read / Unread — Mark threads as read or unread
• Star — Flag important threads
• Archive — Remove from inbox without deleting
• Trash — Move to trash
• Labels — Categorize with workspace labels
• Folders — Browse by folder (Inbox, Sent, Drafts, etc.)

Search

Search across all your email messages with full-text search. Results show highlighted matches within message bodies.

AI-Drafted Emails

Dial8 can generate email drafts using AI, with context pulled from your workspace:

• Reply drafts — Click Reply All on a thread (or the reply button on one message) and the assistant drafts a reply in the chat, based on the thread and related workspace data
• New drafts — Compose emails with AI assistance
• Context sources — AI references relevant captures, actions, contacts, and projects when drafting

Drafts are saved for review before sending. Edit, approve, or discard them. A draft waiting in a thread (an agent's reply, for example) shows a Draft tag with Send, which sends it exactly as you reviewed it; Edit, which lets you change the recipients, subject and text before sending; and Discard, which deletes it from your mailbox once you confirm. An edited draft goes out as plain text, and a draft with attachments can only be sent as it is.

Contact Linking

Email messages are automatically linked to workspace contacts based on email addresses. This means:

• Viewing a contact shows their email history
• Viewing an email thread shows linked contact profiles
• Email interactions contribute to the contact's interaction timeline

Action Linking

Link email messages to specific actions to maintain a clear trail from conversation to task.

Sync

Email syncing happens automatically in the background. Each account tracks its sync progress independently using provider-specific mechanisms (Gmail history IDs, Outlook delta links). You can also trigger a manual sync from the settings.

Webhooks

Dial8 supports push notifications from email providers for real-time updates:

• Gmail — Webhook push notifications for new messages
• Outlook — Subscription-based change notifications