Check access and cost
Reach offers AI assistance for subjects, bodies, templates, follow-ups, recipient personalization and eligible replies. Availability depends on your workspace policy, permissions and credits.
Read the cost or usage information shown beside the action before generating. AI generation, saving a copy and sending a campaign are separate operations.
Prepare useful context
- In the Message step, open AI or use Generate subject and Generate body.
- Describe the offering, intended audience and purpose. Choose the available output language, email length and personalization fields.
- Supply factual context the team is authorized to use. Do not add credentials, unrelated private information or unsupported claims.
- For rewrite actions, inspect the current draft and requested change before generating.
Set context and language before generation. This shows an unsaved fictional example; no AI generation was run.
Review the output
- Confirm names, companies, offering details and links. Generated language can be inaccurate or overstate what you provide.
- Check the tone and call to action, and remove invented customer proof, promises or certifications.
- Inspect subject and body together, including the sender signature and unsubscribe presentation.
- Use the available rewrite or regenerate controls for a deliberate revision, then review the revised copy again.
Review recipient personalization
Recipient personalization uses the supported audience fields and settings shown in the editor. Choose relevant fields such as company, industry, region or role; avoid requiring data your audience does not contain.
Inspect recipient-specific subject and body previews. Where approved recipient copies are supported, review and save each intended copy through the displayed workflow. An AI-approved copy is not the same as campaign approval by an authorized reviewer.
Review optional research and timing
Where research context or AI send-time assistance is shown, treat it as additional input or advice. Verify the factual source, suitability and available audience information.
Review any suggested timing against the actual timezone, sending window and campaign schedule. AI suggestions do not override the need for correct delivery controls and human review.
Use eligible reply assistance
In Inbox, review the conversation, lead intent and recommended next action before choosing AI Reply. The resulting draft still needs review before Send.
Reply generation is paused for negative, unsubscribe and automated conversations. Correct a genuinely inaccurate classification; do not change a correct opt-out classification to obtain a draft.
The UI explains why reply assistance is paused for an automated conversation. Contact identity, analysis text and recommendations are hidden.
Account details and configuration values are hidden.Troubleshooting
- Action disabled: inspect the displayed policy, credit, content or classification reason.
- Weak personalization: verify mapped fields and the actual selected recipient data.
- Incorrect result: revise the factual context and review the regenerated draft.
- Generation failed: inspect the error and available balance before retrying; avoid repeatedly generating without changing the cause.
Related guides
Ask your workspace administrator for access or contact support with the page name and a sanitized error message.