A first draft in the email editor
Most sales emails start from a blank page. The AI Email Assistant lives in the CRM's email editor: pick the kind of email, get a first draft, refine any part.
The problem
Writing the same kinds of emails again and again takes time, and the result depends on who writes it and how busy they are.
What it does
Start from a type, not a blank page. Choose what the email is for, and the assistant writes a first draft in the editor.
Refine any part. Select text and use the AI editing options on just that part.
Stay in one place. Everything happens in the editor people already use, next to the record they are writing about.
Design decisions
The editor stays the main tool
The assistant opens inside the editor rather than in a separate window, so writing an email still feels like writing an email.
The person decides
Nothing is sent automatically. The draft is a starting point the salesperson edits and sends.
In the product
What it taught me
AI features work best when they disappear into a tool people already know.
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