AI Assistant

Introduction

The AI Assistant (beta) lives inside the template editor. It can:

• Compose: write a new subject line, preview text, or body from a short instruction, or rewrite what you already have.
• Review: check your draft for spam and deliverability risks and suggest fixes, with an option to apply them automatically.

Your merge tags, such as {{First Name}}, are kept in place, so the result is still personalized for every recipient.

AI Credits

Every plan includes monthly AI credits: 5 on Free, 20 on Lite, 50 on Plus, and 100 on Pro. Credits reset each calendar month. The credit bar in the assistant shows how much you have left.

---

Open the Assistant

1. Open a template in the template editor. See Create a template.
2. Find the AI Assistant panel above the subject line and click Show.
3. Choose a Mode: Compose or Review.

---

Compose: Write or Rewrite a Template

1. Select Compose.
2. Under Fields, choose what the assistant should write or update: Subject, Preview text, and/or Body.
3. Pick a Tone: Professional, Friendly, Persuasive, Direct, or Custom.
4. Pick a Quality level. Higher quality gives better writing but uses more credits per request. The higher-quality option is available on the Pro plan.
5. Type your instruction, for example: “Write a short, friendly follow-up to people who attended our webinar. Include {{First Name}} and a link to the recording.”
6. Send the request. The assistant writes directly into the selected fields.

Read the result before you use it. AI can make mistakes, so check facts, links, and merge tags. If you do not like the result, edit it by hand or ask again with a clearer instruction.

Keep Your Details

When rewriting or fixing a draft, the assistant is instructed to keep your intent, audience, offer, merge tags, and factual details, and not to add discounts, links, or sender details that are not already there. Still check the result before you send.

---

Review: Check for Spam and Deliverability Risks

1. Select Review and run the review on your current draft.
2. The assistant rates the overall risk (for example Low risk or High risk) and lists findings by severity: Critical, Warning, or Info.
3. Read each finding and its suggestion.
4. To fix the issues automatically, click Auto-fix draft. The assistant rewrites the subject and body based on the review.
5. Run the review again to confirm the fixes.

You can also run the same deliverability review from the campaign editor’s checks before you launch, with Review now.

A Review Is Guidance, Not a Guarantee

Inbox placement also depends on your sender reputation, your list quality, and how recipients engage. See the deliverability guide for the full picture.

---

Saving Your Changes

Changes from the assistant go into the editor like your own edits. For templates with automatic saving, they are saved automatically, and you can always go back to an earlier version from the template’s version history. See Create a template.

---

Troubleshooting

• “You have used all AI credits for this month.” Wait for next month’s credits or upgrade your plan for more.
• “Upgrade your plan to use AI drafting and spam checks.” or “No AI capability is available for your plan.” Your current plan does not include AI access. Check Subscriptions or contact support.
• The result changed a merge tag. Undo the change or fix the tag by hand, then check the preview before sending.