The editor
The editor pane and the branded preview sit side by side; the preview re-renders as you type. Variables. Type{{ anywhere in the subject or body to insert merge variables — account name, contacts, and other account fields — filled per account at send time.
Starters. New emails offer a set of starting templates so you’re not composing against a blank page.
Craft with AI. Describe what the email should say (“a renewal check-in that recaps value delivered and proposes a call”) and Generate drafts the subject and body for you, in the editor, ready to edit.
AI prompt slots
Some passages can’t be written ahead of time — “summarize what this account accomplished this quarter” is different for every account. For those, insert an AI prompt slot: pick AI writes this from the variable picker and it drops a{{prompt:...}} placeholder at the caret, shown as a violet chip reading “AI writes this at send”.
Inside the slot you write an instruction, not copy. At send time, the AI composes that passage from the account’s real data, per account, and splices it into the email. The rest of the email stays exactly as you wrote it.
If the AI can’t compose a slot at send time, a live send refuses and escalates to a human rather than sending an email with a hole in it.
Documents
Click Attach to add documents to the email. The picker has two tabs:- From your library — search your org’s Studio assets and attach any of them.
- Upload — drop or browse a file; it lands in Studio and attaches.
Preview against a real account
Two affordances keep the preview honest:- Preview with — pick a real account and the preview renders with that account’s actual merge-variable values instead of sample data.
- Preview AI fill — an explicit action that actually runs the AI over your prompt slots (with the picked account’s data, or sample data if none is picked) and shows the composed passages in place. The preview is labeled so you always know whether you’re looking at sample or real-account content.
Send a test
Send test emails the current draft to any address — leave it empty to send to yourself. The test carries the same documents a real send would. If the email has link-delivery documents, pick an account under Preview with first and the links in the test are fully real: the documents are created for that account with the recipient invited to its portal.Rehearse before you rely on it
Beyond a test send to yourself, you can Rehearse the play that sends the email: a sandboxed run against a real account that shows exactly what the agent would produce — the resolved recipient, subject, body, composed AI passages, and document handling — without anything actually sending. If an AI slot fails to compose during rehearsal, the preview shows a placeholder and tells you plainly that a live send would refuse and escalate instead.The AI-content audit trail
Anything the AI wrote into a customer email stays visible after the fact:- On approval cards — when a send pauses for your OK in the Inbox, the draft highlights the AI-written passages in a violet callout: the AI wrote these from this account’s data — edit anything; what you approve is what sends.
- On send rows — in the account’s execution log, any send that used AI-composed content carries a violet AI content badge, so you can answer “which sends used AI content” at a glance.
- In the expanded row — expanding a badged send shows the AI-written passages exactly as they went out, snapshotted at send time with the instruction each one was composed from.