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Email & Outreach

Draft and improve an email with the AI Assistant

Generate, review, and insert suggested wording before sending.

The AI Assistant prepares or revises wording. You control the final message, recipients, and sending action.

Before you start

If AI Assistant is missing or shows Feature Unavailable, ask an administrator to check your access.

Generate or revise

  1. Open the composer and choose AI Assistant or AI Assist.

  2. Choose Draft, Improve, Shorten, Expand, Rephrase, or Change Tone.

  3. Describe the email for a draft; for a revision, confirm the composer contains the text to change.

  4. Choose offered tone/options.

  5. Select Generate and review the result.

  6. Use Regenerate for another suggestion or Insert to place it in the email.

Example: “Write a concise invitation to a 30-minute first interview for the selected job. Ask the candidate to confirm interest and use a professional tone.” Include only intended details.

Use the assistant in Outreach

In Outreach, open Emails, select an email step, and choose AI writing assistant:

  1. Choose Draft, Improve, Shorten, or Tone. Describe the message when drafting, or review the current message when revising.

  2. Choose the offered tone and select Generate suggestion.

  3. Review the suggestion. Use Try another version for an alternative, or Use suggestion to apply it. If replacing existing wording, review the confirmation and choose Replace message only when ready.

The suggestion replaces the selected step’s message. Review the subject separately; it stays unchanged.

Review before sending

Verify names, role, dates, salary or other commitments, and links against the record. After insertion, review subject, body, merge fields, signature, recipients, and From address.

Use the composer’s sending action when the message is ready.

Reusable wording and tests

For reusable templates, preview variables and use Send test email where available. Tests use sample values; save edits separately.

Troubleshooting

For generation errors, follow the displayed message. Ask an administrator about access. For incomplete suggestions, simplify the request or add context, then generate again.

Templates, variables, and tests · Email setup

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