Use the AI assistant to compose email drafts that you review and send — nothing is sent automatically
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.
Use natural language to ask the AI to draft an email.
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.
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. |
Get better results from AI email drafting.