Help Center
DocsDrafting Emails with AI
Use the AI assistant to compose email drafts that you review and send. Nothing is sent automatically
When you ask the AI to draft an email, it shows a draft card under its reply with a subject line and body text, often in more than one version. You pick a version, and it opens in a compose window where you review, edit, and send the email yourself. The AI never sends emails automatically.
Open the AI panel
Describe the email
Review the versions
Use one
Edit and send
The top of the draft card reads, for example, To: Jane Doe (VP of Sales) · primary contact. The words after the name say why that person was chosen, in this order of preference:
- named in your request: you said who it is for.
- deal contact: for an email about a deal, the deal's own contact.
- primary contact: the company's primary contact.
- most recent email exchange: the person you last emailed at that company.
Change beside the reason lists the company's contacts as you see them on the People page. Picking one re-addresses the draft, swaps the name in its greeting, and the reason reads your choice. When nobody fits, the line reads Pick a recipient instead of asking you a question, and you can choose someone there or type an address in the compose window.
Once sent, the email is linked to that contact in your CRM activity timeline.
| Field | Description |
|---|---|
| Auto-send | The AI never sends emails automatically. You must click Send. |
| HTML formatting | Drafts are composed in plain text. You can add formatting in the compose window. |
| Attachments | The AI cannot attach files. Add attachments manually in the compose window. |
| Multiple recipients | The draft targets a single recipient. Add CC/BCC manually if needed. |
- Be specific about tone: "Draft a formal email..." vs "Draft a casual email..."
- Provide context: "We met at the trade show last week" helps the AI write a relevant opening.
- Include key points: "Mention our 20% discount and the demo scheduled for Tuesday."
- Use page context: Open the AI panel from a contact page and say "Draft a follow-up email to them", and the AI will use that contact's details.
- Name the person: "Draft an email to Sarah Chen" puts Sarah on the To line with the reason named in your request.