How to draft a sales email with AI
The Sales AI can draft outreach and follow-up emails for a lead. It prepares a draft; you review, edit, and send.
#When to use this
Use this to speed up writing outreach or follow-ups while keeping a human review before anything is sent.
#Step by step
1
Open the lead
Go to the lead you want to email.
2
Generate an AI draft
Use the AI email option and, if prompted, give a goal for the message.
3
Review and edit
Read the draft, adjust tone and details, and personalize it.
4
Send
Send the message once you are happy with it.
#Expected result
What you should see
You get a ready-to-edit draft email for the lead, which you approve and send yourself.
#Common mistakes
- Sending the AI draft without reviewing it.
- Not giving the AI a clear goal, so the draft is generic.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The draft is generic | Provide a clearer goal or more lead detail and regenerate. |
| AI drafting is unavailable | AI features require the workspace AI key to be configured; see Troubleshoot AI generation. |
#Best practices
- Always review and personalize before sending.
- Give the AI a specific goal for a stronger draft.
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