This guide shows you how to write better emails faster with AI in CX. Think of it like having a writing assistant inside your Inbox that helps you draft, improve, and finalize messages with less effort.
You can generate content in Compose, adjust tone with one-click options, and send with more confidence.
Key Benefits
Save time writing by using AI in Compose instead of starting every email from scratch.
Improve consistency with one-click options like Refine tone, Elaborate, and Shorten.
Reduce rewriting by quickly adjusting message length and detail to match each recipient.
Keep quality high by reviewing and refining before you send.
How To Use Smart Email Generation
Open email tools in CX.
Go to Inbox and click Compose. You should see fields for To, Cc/Bcc (optional), Subject, and the main message editor.
Set up a draft before using AI.
Add at least one recipient in To and enter a Subject. This helps CX generate more useful content based on who you are writing to.
Use the AI writing prompt.
In the prompt field that says "Need help writing? What would you like to say in this message?", type what you want the email to communicate, then press Enter.
CX will generate or rewrite draft content in the message editor.
Use one-click improvement options.
If you already have draft text, click Refine tone, Elaborate, or Shorten.
You should see the message update directly in the compose editor.
Review and finalize the email.
Read through the draft, make any personal edits, and confirm recipients and subject are correct. When ready, click Send. If needed, use the schedule option to send later.
Other Email Tools
In the email composer, you also have other options to further enrich your email.
Attach files - by selecting the paperclip icon you can easily attach items to your email. If the contact has access to the client portal, the file will attach and be shared via secure file exchange.
Load Email Template - selecting the box icon will allow you to pick and load an email template from your template library.
Schedule Email - selecting the clock icon will allow you to schedule a time in the future to send the email.
