Help & docs
1 AI writes this email for each prospect. 2 Instructions for AI.
1 Pick a lead. 2 Preview for a lead. 3 The email this person would get.
AI-written emails for each prospect
Let AI write a step of your sequence for each person when it is sent, from their details and your AI Training.
Turn it on for a step
- Open the campaign and go to the Sequence tab.
- On the step you want, switch on AI writes this email for each prospect.
- Optional: under Instructions for AI, say what to mention, for example "Mention our case study with a similar company" (up to 500 characters).
- Click Save sequence.
How it writes
- Each email is written when it is sent, from every column of the lead and your AI Training (your offer, ideal customer, voice and email samples).
- It is 70 words or fewer, uses no spam words and follows your words to avoid.
- Your own subject and body on the step are optional. They are sent only if AI cannot write that email.
- Follow-ups written by AI stay in the same thread when Send as a reply in the same thread is on.
Preview for a lead
- Pick a lead from the campaign in the list next to Preview for a lead.
- Click Preview for a lead. The email appears below with its word count.
- Change the instructions or your AI Training and preview again until it reads well.
Credits
- Each email written by AI uses 1 credit, and so does each preview.
- With your own AI model connected in Settings, Integrations, AI models, it uses no credits.
Tips
- Fill in AI Training first, especially Offer, Ideal customer and Email copy samples.
- Add useful columns to your leads (company description, recent news, an icebreaker). The more the AI knows about a person, the better the email.
- Readiness checks skip AI-written steps, because each email only exists once it is sent.