> For the complete documentation index, see [llms.txt](https://developer.kizen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-messages-actions.md). # Agentic Workflow Messages Actions {% hint style="success" %} **Audience:** Administrators, Developers, Solution Architects **Purpose:** Reference for the Send Email and Send Text actions available in space.vars.contact space.vars.automations, covering configuration options, behavioral notes, and error handling. {% endhint %} ## Overview Messages actions send communications to the space.vars.contact space.vars.entity in context. These actions are only available when the space.vars.automation is built on a space.vars.contacts space.vars.object; they do not appear in space.vars.automations built on other space.vars.object types such as space.vars.objects or space.vars.workflow stages. Two actions are available: * **Send Email:** sends a templated or newly composed email to the space.vars.contact. * **Send Text:** sends a plain-text SMS message to the space.vars.contact using your configured text messaging provider. Both actions support merge fields for personalization and share the same error handling model as other action steps. {% hint style="info" %} **Note:** For error handling, see [Agentic Workflow Error Handling](/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-error-handling.md). {% endhint %} *** ## Send Email The Send Email action sends an email to the space.vars.contact space.vars.entity currently in context.

**Additional Description:** An optional freeform text field for internal notes about the step. This value is not included in the email. **CC Team Members:** Use the **CC Team Members** dropdown to copy one or more team members on the outgoing email. The following options are available: * **None:** No team members are copied. This is the default. * **Last Active Team Member (Any Role):** Copies the most recently active team member on the space.vars.entity, regardless of role. * **Last Active Team Member (Specific Role):** Copies the most recently active team member on the space.vars.entity who holds a specified role. * **Specific Team Members:** Copies one or more named team members selected at design time. * **Custom Team Selector Field:** Copies the team member resolved by a team selector field on the context space.vars.entity. **Choose Email To Send:** Select or create the email to send using one of two options: * **CHOOSE EMAIL FROM LIBRARY:** Opens the **Choose Email Template** dialog, where you can browse and select from saved Templates, Broadcasts, or space.vars.automations emails. * **CREATE NEW EMAIL:** Opens the email builder to compose a new email directly. * Based on your email account type, a daily quota applies to emails sent via the selected integrated inbox *** ## Send Text The Send Text action sends a text message to the space.vars.contact space.vars.entity currently in context.

**Additional Description:** An optional freeform text field for internal notes about the step. This value is not included in the message. **Text Message Body:** Compose the message content in the **Text Message Body** field. Use **+ INSERT MERGE FIELD** to insert dynamic values from fields on the context space.vars.entity. Available merge fields are organized by category; for example, the **Contact Info** category includes fields such as Link to space.vars.entity, First Name, Last Name, Email, and Date Created. {% hint style="warning" %} **Note:** Sending text messages requires an active Twilio integration. See [Twilio SMS](/docs/integrations-and-plugins/integrations/twilio-sms.md) for instructions on connecting your account and provisioning a sending number. {% endhint %} The body supports up to 10 message segments of 153 characters each, for a maximum of 1,530 total characters. The character counter below the field displays remaining characters in the current segment and total characters used. *** ## Key Use Cases Messages actions are applicable across any space.vars.workflow that requires direct communication with space.vars.contacts at a defined point in an automated process. The following examples illustrate common patterns in three industries where timely, automated outreach is a core operational requirement. ### Industry Examples {% tabs %} {% tab title="Insurance" %} Insurance operations depend on prompt, accurate communication with policyholders and claimants at key points in the policy and claims lifecycle. Examples include: * Using Send Email to deliver a policy renewal notice to the space.vars.contact when an space.vars.automation detects an upcoming expiration date, with merge fields populated from the policy record * Using Send Text to send an immediate SMS confirmation to a claimant when a new claim record is created and the space.vars.automation reaches the notification step * Using Send Email to notify a space.vars.contact of a coverage change or endorsement, attaching a templated summary email composed in the email builder * Using Send Text to follow up with a space.vars.contact who has not responded to a previous outreach, using a short merge-field-personalized message within the 1,530-character limit How Messages actions help: * Deliver policy and claims communications automatically at the right moment in the workflow, without requiring manual outreach from team members * Personalize messages at scale using merge fields drawn from the space.vars.contact space.vars.entity * Maintain a consistent communication cadence across high-volume space.vars.contact populations such as renewal books or open claims queues {% endtab %} {% tab title="Healthcare" %} Healthcare workflows require reliable, timely communication with patients and space.vars.contacts at critical points in care coordination and administrative processes. Examples include: * Using Send Email to send an appointment confirmation or preparation instructions to a patient space.vars.contact when a scheduling space.vars.automation reaches the confirmation step * Using Send Text to deliver a same-day appointment reminder to a patient space.vars.contact, keeping the message within a single 153-character segment for clarity * Using Send Email to notify a space.vars.contact of a referral or care plan update, using a templated email selected from the library * Using Send Text to follow up with a space.vars.contact after a care event, using merge fields to personalize the message with the space.vars.contact's name and relevant details How Messages actions help: * Reduce no-show rates and improve patient engagement by delivering timely reminders and confirmations automatically * Reach space.vars.contacts on their preferred channel — email for detailed communications, text for brief time-sensitive messages * Keep outreach consistent and compliant by using pre-approved email templates selected from the library rather than ad hoc messages {% endtab %} {% tab title="Financial Services" %} Financial services space.vars.workflows require precise, well-timed communication with clients and prospects at key stages of onboarding, servicing, and renewal processes. Examples include: * Using Send Email to deliver an onboarding welcome message to a new client space.vars.contact when an space.vars.automation moves the associated space.vars.entity to an active status * Using Send Text to notify a client space.vars.contact of a time-sensitive action required on their account, using a concise merge-field-personalized message * Using Send Email to send a periodic statement or document notification to a space.vars.contact, referencing a templated email built in the email builder * Using Send Text to follow up with a prospect who has not engaged after an initial outreach, keeping the message brief and including a merge field for the space.vars.contact's first name How Messages actions help: * Automate high-touch client communications at key lifecycle moments without requiring advisor or operations team intervention * Ensure consistent messaging across large client populations by using library templates with controlled content * Reach clients quickly on mobile when time-sensitive action is required, without waiting for email open rates {% endtab %} {% endtabs %} *** ## What's Next? Continue to [Agentic Workflow Code Steps](/docs/concepts/agentic-workflows/automation-code-steps.md) to learn how the execution engine processes action steps at runtime, including the asynchronous queue model, execution lifecycle, step isolation, and ordering guarantees.