Email

An email artifact is a single, complete message — ready to send to a segment or list of contacts. Create one whenever you need specific email copy: a promotion, an announcement, a welcome message, a re-engagement push, or any other message meant for one particular send. If you're looking to build reusable structure and design you can generate many emails from, see Email template instead.

How to create one

Start a session anywhere in the app and describe the email you want. Pulse's "New report" is a good place to start if you're not sure yet who the email is for or what campaign it belongs to. If you already know the campaign, open that campaign's chat instead — the assistant will have the campaign's context handy. If your request is really about defining an audience first, a segment's chat is the place to describe that group in plain language before you ask for the email itself.

Wherever you start, just describe who the email is for, what you want it to say, and any constraints on tone or content — see Using AI sessions for tips on writing a good prompt.

Example prompts

@[Name] below stands for an @-mention: type @ in the composer and pick the real contact, segment or template from the list that appears. See Pointing at your own data.

Quick

  • "send email to @[Contact name] as plain text, just saying hello"
  • "send email to @[Segment name] using email template @[Template name]"

Fully specified

  • "Draft a re-engagement email for @[Segment name]. Goal: get a reply, not a click. Tone friendly, not salesy. One CTA: book a 15-minute call. Keep it under 150 words. No discount offers."
  • "send email to @[Contact name] with a 'follow up' subject line, inviting them to register for the demo next week on the 24th"
  • "send email to @[Segment name] as plain text. Craft the message yourself — a follow-up on the sales meeting we had yesterday, asking when we can talk again."

Scheduling, and draft-only

  • "Draft a bulk email to @[Segment name] using @[Template name], scheduled to go out in 2 hours."
  • "Draft an email to @[Segment name] using @[Template name]. Just create the draft — don't schedule or send it yet."

What happens after you ask

If something important is missing — like which segment the email is for — the assistant may ask you a quick clarifying question before it starts. Otherwise, it produces a full draft: subject line, body copy, and a call to action if one makes sense for the request.

The email is never sent automatically. It lands in your Library as a draft, where you can read it over, edit the copy yourself, or ask the assistant for revisions — a different tone, a shorter version, a stronger call to action, and so on. Once you're happy with it, you attach it to a campaign and choose when it sends. Nothing goes out until you take that step.

In the preview panel

Open the email to see its preview panel, with Info, Template, and Stats tabs. Close is always available.

The Info tab summarises the send: its subject, status, who it's from, and the two rows below.

Audience tells you who the email goes to. If it's addressed to one or more segments, each is listed by name and links through to that segment, followed by the number of contacts it reaches. If instead you picked recipients by hand, those contacts are listed and link through to their contact pages — up to five of them, then a "+N more" count for the rest. A draft you haven't chosen an audience for yet reads "No audience selected".

Approved by appears once the email has been sent or scheduled through an AI session: it shows the name of the person who approved the send and when they approved it. Emails sent automatically by an automation don't show this row.

Template shows the template the email was built from, if any. Click it to open the session where that template was generated, where you can see how it was made and ask for changes.

On the Template tab, drafts show a pencil icon so you can edit the copy directly, plus a Download HTML button to grab the rendered email. Once an email has been sent, its Template tab is no longer editable.

After the email has gone out, the Stats tab shows how it performed — opens, clicks, and so on — with Download PNG and Download CSV buttons in the toolbar for pulling a chart image or the raw numbers.

Email clients breaks those opens down by the app people read the email in — Apple Mail, Gmail, Outlook and so on — with a bar above it splitting them into desktop and mobile. It's a useful sanity check on your design: if most of your list reads on a phone, a layout that only looks right on a wide screen is costing you.

Two things to keep in mind when reading it. Gmail and Yahoo fetch images through their own servers, so opens from those clients count under Unknown in the desktop/mobile split — the provider genuinely doesn't tell anyone which device the reader was on. And anyone using Apple's Mail Privacy Protection has their opens pre-fetched by Apple whether or not they read the message, which inflates open counts across every email tool, not just this one. The panel reads "No opens recorded yet" until the first open arrives.

FAQ

Q: Can I ask for an email based on one of my templates? A: Yes. Mention the template you want to use, or ask the assistant to pick one that fits, and it will build the email from that structure. See Email template for more on templates.

Q: What if I don't know the exact audience yet? A: Describe the audience in plain language — "people who signed up in the last week," for example — and the assistant will help figure out the right segment. You can also start in a segment's chat if you want to define and save that audience first.

Q: Can I make changes after the email is drafted? A: Yes, as many times as you like. Edit it directly or ask the assistant for changes before you approve it for sending.

Q: Why did the assistant say an address "is not an email address of" a contact? A: When an email is addressed to one of your contacts, it can only go to an address that contact actually has on record. If the assistant picks up the wrong address — a sender address, or an old one — it is stopped and told which addresses that contact really holds, so it can correct itself. Add the address to the contact if it genuinely belongs to them, or send to it without naming a contact if it does not.

Q: The email says "sent" — does that guarantee it arrived? A: "Sent" means your email provider accepted it for delivery. Delivery itself can still fail afterwards for reasons outside the app — a mistyped address, a recipient domain that isn't set up to receive mail, or a spam filter. If a contact says they never received something that shows as sent, check the address on the contact record first.