AI Assistant
The AI Assistant is your intelligent email automation companion. Using natural language, you can create campaigns, manage contacts, build email sequences, and configure settings—all through a conversational interface powered by advanced AI.
Business Plan Feature
The AI Assistant is available exclusively on the Business plan. Upgrade to unlock AI-powered campaign creation and management.
Getting Started
Accessing the AI Assistant
- Navigate to AI Assistant in the sidebar.
- Click "New Chat" to start a fresh conversation.
- Type your request in natural language and press Enter or click Send.
- The AI will process your request and execute the necessary actions.
Conversation Sessions
- Session History: Your recent conversations are saved in the sidebar for easy access.
- Resume Conversations: Click any previous session to continue where you left off.
- Campaign Linking: Each conversation can be linked to a campaign for context continuity.
Campaign Creation
Create complete email campaigns using simple conversational commands.
Campaign Types
- Sales Outreach: For prospecting and lead generation campaigns.
- Newsletter: For regular subscriber updates and content distribution.
- Sequence: For multi-step automated email sequences.
Example Prompts
"Create a 3-email sales outreach sequence for SaaS founders about our analytics tool"
"Build a welcome sequence for new newsletter subscribers with 4 emails spaced 2 days apart"
"Create a product launch announcement campaign for my existing customers"
Email Personalization
The AI automatically uses personalization variables in your emails:
| Variable | Description |
|---|---|
| {{firstName}} | Recipient's first name |
| {{lastName}} | Recipient's last name |
| {{company}} | Recipient's company name |
| {{email}} | Recipient's email address |
Contact Management
Manage your contacts directly through the AI Assistant with powerful search, import, and tagging capabilities.
Contact Operations
- Search Contacts: Find contacts by name, email, company, or tags.
- Add Contacts: Create new contacts with full details.
- Update Contacts: Modify existing contact information.
- Tag Management: Add or remove tags from contacts in bulk.
- Import from CSV: Upload and import contacts from CSV files.
- Export Contacts: Export contacts for external use.
Example Prompts
"Find all contacts from Acme Corp"
"Add tag 'VIP' to all contacts with @enterprise.com emails"
"Import contacts from the uploaded CSV file"
File Uploads
You can upload CSV files directly in the chat. The AI will parse the file, map columns automatically, and import contacts. Drag and drop or use the attachment button.
Template Management
Create, manage, and optimize email templates through natural language commands.
Template Operations
- Create Templates: Build new email templates with HTML content.
- Update Templates: Modify existing template content and settings.
- Duplicate Templates: Create copies of templates for variations.
- Preview Templates: See how templates render with sample data.
- Generate Subject Lines: Get AI-powered subject line suggestions.
- Validate Templates: Check templates for issues before sending.
Example Prompts
"Create a professional newsletter template with a clean header and footer"
"Generate 5 subject line variations for my product launch email"
"List all my templates in the 'Sales' category"
Campaign Configuration
Configure all aspects of your campaigns through conversational commands.
Recipient Management
- Add recipients directly by providing email addresses.
- Add existing contacts from your database by IDs or tags.
- Search and add contacts matching specific criteria.
- Import recipients from uploaded CSV files.
Tracking Settings
- Open Tracking: Monitor when emails are opened.
- Click Tracking: Track link clicks in emails.
- Unsubscribe Tracking: Track unsubscribe actions.
- UTM Parameters: Configure UTM source, medium, and campaign values.
Schedule Settings
- Timezone: Set campaign timezone (e.g., America/New_York).
- Sending Window: Define hours when emails can be sent (e.g., 9 AM - 5 PM).
- Sending Days: Choose which days of the week to send.
Email Account Configuration
- View available email accounts and their sending limits.
- Select specific accounts for campaign sending.
- Enable email rotation to distribute sends across multiple accounts.
- Choose rotation strategy: round-robin, weighted, or daily-limit based.
Best Practices
Effective Prompts
- Be specific about your goals and target audience.
- Include key details: email count, timing, tone, and call to action.
- Ask the AI to confirm before executing sensitive actions.
- Use follow-up messages to refine and iterate on results.
Workflow Tips
- Start with campaign creation, then add recipients and configure settings.
- Review the campaign preview before launching from the Campaigns page.
- Use the AI to generate subject line variations and pick the best one.
- Ask for help optimizing existing campaigns with specific feedback.
Safety Features
The AI Assistant includes safety measures to prevent accidental data loss or sending errors. Sensitive operations like bulk deletes or immediate campaign launches require explicit confirmation. The AI will ask for verification before proceeding with high-impact actions.
Capabilities Summary
Campaign Tools
- Create campaigns (cold, newsletter, sequence)
- Add/update email steps
- Configure tracking and UTM parameters
- Set sending schedules and timezones
- Add recipients (new or existing)
- Generate campaign previews
Contact Tools
- Search contacts by any field
- Add and update contact records
- Manage tags (add/remove)
- Import contacts from CSV
- Export contacts
- View contact statistics
Template Tools
- Create and update templates
- Duplicate templates
- Preview with sample data
- Generate subject line variations
- Validate template content
- Browse template categories
Account Tools
- List connected email accounts
- View sending limits
- Configure email rotation
- Select sender accounts for campaigns