
The AI writing tab, with one contact's thread beside How it writes.
Open the AI writing tab
Click AI writing on a sequence, or Check the writing on its Builder, which also writes the first contact. How it writes, on the right, starts with every section shut:- Goal, call to action, and replies sets what the whole sequence is for, the link it points at, and the language. Its Write replies switch and label boxes choose which replies get an answer.
- What it writes from holds Based on, which opens your business context beside the sequence, read only. Edit in Settings opens it in a new tab, so nothing you have not applied is lost.
- Write from, in the same section, lists the research and AI columns the agent uses as angles, a different one in each email. A contact with one filled in skips web research. Untick a column to leave it out.
- Advanced: effort and research picks how much thinking each message gets, and whether the first message may read the web, the contact’s LinkedIn profile, or both.
- Learnings lists what the agent learned from Needs work and from your edits. The ones every sequence follows are marked All sequences. See Learnings.
- The Agent actions menu, beside How it writes, holds Copy setup from another sequence. Once the sequence’s agent exists, it adds Version history.
Start from a campaign
- On Sequences, under Ways to start, click one of the two campaigns. Each opens a new sequence with its steps and prompts in place
- Email sends three emails. The first says the problem they likely have, who you solve it for, how it works, and what they get if they start now
- The second says the same again, shorter, for someone who never read the first. The last says it in one or two sentences
- Email and LinkedIn sends the same three emails, with a LinkedIn connection request after the first. The request goes with no note, and it is withdrawn if nobody accepts within 7 days
- Each email’s prompt sits on its step, ready to edit
Write a prompt for a step
A prompt says what the message is for. Leave the wording to the agent.- Both campaigns start with three email prompts written for you. Edit those rather than starting from nothing
- On an email that opens a thread, the menu beside Subject sets who writes it. Agent writes each one is the default and writes a fresh subject for every contact. Same for everyone is one subject you type, and the agent writes a body that goes out under it
- A step that replies into an earlier email’s thread takes that thread’s subject. See Email steps
What the agent writes, and when
When a contact’s first message falls due, the agent drafts the rest of that contact’s planned messages in the same pass. Each draft reads the ones before it, so a follow-up builds on the opener instead of repeating it.- A step that only runs on a condition is left for its own turn
- Editing or regenerating a message drops the drafts written after it, so the follow-ups answer your version
- A draft is charged when its own step falls due, not when it is written
Check the writing for one contact
The AI writing tab writes one contact’s whole sequence, in order, and sends nothing.- With no audience yet, it asks for one first. Opened from the tab itself, nothing is written until you click Write the emails
- We pick the contact: the row with the most on it. Change who it writes for in Writing for, then click Write the emails
- Only the agent’s messages are here, each named by its step and marked Written by the agent. Steps you typed stay on the Builder tab
- Contact details and Run activity sit shut under the buttons: the contact’s row, and what the agent did while writing
- Every contact you check stays on the tab, up to ten. Pick one again in Writing for and their thread is still there, not written again
- Emails Chat wrote after building the sequence are here too. A contact’s link in Chat opens this tab on those same emails
- A warning above the thread says when their LinkedIn profile names a different company from their row, which usually means they changed jobs
- Where a message offers the sender’s booking link and that sender has none, a No booking link chip stands in its place
- A message that waits for your approval in Tasks says so under it, with why: what the agent was unsure of, or the setting that holds it, with Change to open that setting
- Edit in Builder on each message opens its step’s Preview for the same contact
- A message marked Looks good on its own carries a Looks good mark until the thread gets its verdict
- Read the thread. Then click the thumbs up, Looks good, or the thumbs down, Needs work, in the bar pinned under it, or press G or N
- Looks good makes that thread what sends to the contact. It is written again only if their row or the writing settings change, and a learning does not count
- After a verdict, Next contact shows the next contact in Writing for that nobody has judged yet, and writes them if needed. When nobody is left, it says so
Say what’s wrong
- Click Needs work to open the Feedback column, type what’s wrong, and click Rewrite. The agent writes the contact’s whole thread again with your note in mind
- Needs work on a step’s Preview in the Builder opens the same column in place, and the rewrite shows here too
- One note covers every message. To aim it at one message, start it with the step number, like “Step 3: shorter”. The learning then says which message it is about
- While it rewrites, the messages shimmer in place. The column then lists the learnings it proposes, each for This sequence or All sequences, and any small edit to a step’s prompt
- The new thread shows the new words first, marked where they changed. Show original opens the words they replace
- “Looks good · saves 2” keeps every change still on. Discard feedback drops them and brings back the thread as it was
- A contact whose feedback waits carries an Unfinished feedback chip in Writing for
- Every contact the agent writes after a save follows the learning. It is listed under Learnings in How it writes
Research
Two kinds of research can run before the first message to a contact. A new sequence starts with both on.- With Web research, the agent reads the web about a person and their company. It skips this for a contact whose Write from column is filled in, because that research is already done
- With Person research, it reads the contact’s LinkedIn profile: their headline, summary, and work history. This still runs when web research is skipped
- What either one finds is kept for the rest of that conversation, so a contact is researched once and never again
- One line under the switches prices the first message to a contact and each one after it. Switch either off to spend less
What sends, and what waits for you
The sender’s send mode decides whether a message goes on its own. On Send when confident, it goes when the agent rated it high and had enough data. The rest wait in Tasks. A message on the AI writing tab that will wait for you says so, and why. Every reply the agent writes waits for a person. See Reply with AI. Checks mark what they find on a message and never hold it back.Know what the agent learns from
Needs work and your edits teach it:- Each note in a message’s Feedback column writes again what you marked and proposes short learnings, which you save when you decide the message
- On the AI writing tab, it writes the contact’s thread again
- On a message waiting in Tasks, it writes that message again on the same task
- On a reply the agent drafted in the Inbox, it writes the draft again
- On a message or reply that already went out, it shows what the agent would have written beside it and sends nothing
- Your edit of one message keeps your words and joins its column as a note. Reject teaches nothing. Looks good and approvals save only the feedback on that message. Looks good never changes how confident the agent is
Good to know
What do the checks mark on a message?
What do the checks mark on a message?
- A placeholder that never filled in, or an empty message
- A figure, link, or address the agent could not find in the row, the research, or your context
- LinkedIn naming a different company from the row, with both names
- Banned jargon, such as “system of record”, or a sentence copied word for word from your business context, still there after one rewrite
- Stray formatting a reader would see as it is, such as half a link or a note to the reviewer, still there after one rewrite
How do I point a prompt at one of my columns?
How do I point a prompt at one of my columns?
Which steps does the agent write?
Which steps does the agent write?
How do I change one contact's message?
How do I change one contact's message?
What does the default prompt on a step mean?
What does the default prompt on a step mean?
Where does the wording of the emails come from?
Where does the wording of the emails come from?
What does person research need?
What does person research need?
How do I judge a follow-up on its own?
How do I judge a follow-up on its own?
Does a learning about one step change the others?
Does a learning about one step change the others?
How many messages does it write ahead of sending?
How many messages does it write ahead of sending?
What if a message fails to write?
What if a message fails to write?
Does the preview research the contact like a real send?
Does the preview research the contact like a real send?
How long does a sample stay?
How long does a sample stay?
How do I change the goal and prompts?
How do I change the goal and prompts?
What happens to messages already written when I change the writing?
What happens to messages already written when I change the writing?
Does Looks good approve a message waiting in Tasks?
Does Looks good approve a message waiting in Tasks?
Does a learning undo threads I already approved?
Does a learning undo threads I already approved?
Does moving to the next contact spend previews?
Does moving to the next contact spend previews?
Can I go back to an earlier version of the agent?
Can I go back to an earlier version of the agent?
Does it write my name into the email?
Does it write my name into the email?
What does it read from the row?
What does it read from the row?
Can it invent things?
Can it invent things?
What happens to a message I pinned by hand?
What happens to a message I pinned by hand?