Help Center
DocsDrafting Emails with AI
Use the AI assistant to compose email drafts that you review and send — nothing is sent automatically
What It Does
The AI assistant can compose email drafts based on your instructions.
When you ask the AI to draft an email, it creates a compose window pre-filled with a subject line and body text. You can review, edit, and send the email yourself. The AI never sends emails automatically.
How to Trigger
Use natural language to ask the AI to draft an email.
Open the AI panel
Describe the email
Review the draft
Edit and send
Linked Contacts
When drafting from a contact or company page, the AI uses context.
If you open the AI panel while viewing a contact or company, the AI automatically knows who you are looking at. Say "Draft an email to this person" and it will use their email address and name. The email will also be linked to that contact in your CRM activity timeline when sent.
What AI Doesn't Do
Important limitations to be aware of.
| 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. |
Pro Tips
Get better results from AI email drafting.
- 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" — the AI will use that contact's details.