AI Assistant

Introduction

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

• Write: write a new subject line, preview text, or body from a short instruction, or rewrite what you already have.
• Spam check: check your draft for wording, links, and trust signals that can send email to spam, and fix the issues it finds.

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. Each button shows how many credits the action uses, and the assistant shows how many you have left this month. Credits reset at the start of each calendar month and do not roll over.

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Open the Assistant

1. Open a template in the template editor. See Create a template.
2. Click the AI Assistant card above the subject line to open it.
3. The first time, read the AI notice and click Accept and continue.
4. Choose a tab: Write or Spam check.

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Write or Rewrite a Template

1. Select the Write tab.
2. 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.”
3. Under Fields, choose what the assistant should write or update: Subject, Body, and/or Preview text.
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. Pick a Tone: Professional, Friendly, Direct, Persuasive, or Custom.
6. Click Write, or press Ctrl+Enter. The assistant writes directly into the selected fields.

When the selected fields already have content, the button changes to Rewrite and the assistant improves your draft instead of starting over. You can also click a one-click rewrite: Improve, Shorten, Fix grammar, Friendlier, or More persuasive. Rewrites keep your facts, offer, links, and merge tags.

Read the result before you use it. AI can make mistakes, so check facts, links, and merge tags. Your instruction stays in the box, so you can adjust it and ask again. In the bar at the top of the assistant:

• Try again writes a new version from the same starting draft. To compare quality levels, change Quality first, then click Try again.
• Use the arrows to switch between versions.
• Undo restores the draft from before the first AI change.
• Done keeps the current version.

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Write in Your Style (AI Pro)

With the AI Pro quality level, the assistant matches your writing style. It looks at up to three of your earlier emails and follows their tone, greeting, length, and sign-off. It never reuses their facts, offers, prices, or links.

By default, it picks examples automatically from emails you have sent: campaigns that sent at least 10 emails with low bounce and unsubscribe rates, preferring the ones closest to what you ask for. To choose the examples yourself, or to turn this off, go to Settings → AI → Writing style.

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Check a Template for Spam Risks

1. Select the Spam check tab and click Run spam check.
2. The assistant rates the overall risk (for example Low risk or High risk) and lists suggestions by severity: Critical, Warning, or Info.
3. Read each suggestion.
4. To apply the suggestions automatically, click Fix with AI. The assistant makes the smallest changes needed to the subject, body, and preview text, and keeps your intent, offer, links, and merge tags.
5. Click Run spam check again to confirm the fixes.

If you edit the template after a check, the result is marked as out of date. Run the check again to see a current result.

A Spam Check Is Guidance, Not a Guarantee

Inbox placement also depends on your sender reputation, your list quality, and how recipients engage. BetterMerge also checks every campaign automatically when it starts, separately from this optional check. See the deliverability guide for the full picture.

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Check From the Campaign Editor

You can also run a spam check on the campaign’s template from the campaign editor:

1. Open the campaign and go to the Summary tab.
2. In Review before sending, find Spam check and click Run check.
3. If the check finds issues, click Fix template, then Edit next to the selected template. The template editor opens with the same results in the Spam check tab, so you can fix them without running another check.

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Undo and Saving

After the assistant changes your template, a bar appears with Undo. Undo puts back the subject, preview text, and body as they were before the first AI change. If you edited the template after the AI change, BetterMerge asks before undoing, switching versions, or trying again, because those also replace your edits.

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.

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Your Data

The assistant sends only what it needs for the request to our AI providers: your instruction, the subject, preview text, and body of the template, and your sender details. With AI Pro, it also sends short excerpts, with links removed, from the example emails described in Write in your style. It does not receive your Google Sheet data. BetterMerge does not use your templates to train AI models. See the Privacy Policy for details.

You can hide the AI Assistant by turning off Show AI Assistant in Settings → AI if you do not want to use it.

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Troubleshooting

• “You have used all AI credits for this month.” Credits reset at the start of next month.
• “Not enough AI credits left this month.” The selected quality level costs more credits than you have left. Choose a lower quality level or wait for next month’s credits.
• “AI writing and spam checks are not included in your plan.” Check Subscriptions or contact support.
• The result changed a merge tag. Click Undo or fix the tag by hand, then check the preview before sending.