Set up AI email replies
Let an email assistant draft replies to client emails for you to review, and use Email AI to write or polish a single email.
Email AI comes in two forms. An Email Agent drafts replies to emails clients send you, which you review before they go. The Email AI tool helps you write, check or polish one email on demand.
Before you start
- Time: about 20 minutes.
- You'll need: sending email set up and verified. See Set up sending email.
- Teach the assistant first. See Teach and test your AI assistant.
Steps
Set up an Email Agent
- Go to AI Supercenter and click Create Agent. Choose Email Agent ("Drafts AI replies on connected mailboxes") and name it.
- Go to Agents > Email AI.
- Read Email readiness: Agent created, Mailbox and sender ready, Knowledge enabled, Mode and Run a generation-only test. If you see Email sender setup needs verification, click Open Email Settings and finish sender setup first.
- Under Email Agents, select your assistant. In Email AI Behavior, choose a Reply mode (see the table below).
- Set Tone, Response length, Escalation instructions (what to leave for you, such as anything personal or about money) and Signature / footer instructions. These save on the assistant.
- Click Test Email on the Email Agent card and try a sample client email. It generates a preview and sends nothing.
- Check Drafts for Review for replies waiting for you.
Reply modes:
| Mode | What happens |
|---|---|
| Draft only | AI prepares drafts; you send every email |
| Human approval | AI proposes replies that you approve before sending |
| Auto-reply | AI sends replies on its own |
Start with Draft only
Client emails are personal. Use Draft only for at least a few weeks and read every draft. Move to Human approval once you trust it. Most coaches never need Auto-reply.
Write one email with Email AI
- Go to AI Supercenter > Tools and click the Email AI card. (The form below the cards starts on Content Generator, so click Email AI first.)
- On Compose, pick an Email Purpose and Tone, add a Subject, and describe what you want under What do you want to write about?
- Click Generate Email, then edit the result in your own words.
- Use Analyze or Optimize to check an email you've already written.
Check it worked
- Email readiness shows every item ticked.
- Send yourself a test email from another address. A draft appears under Drafts for Review.
If something's off
- No drafts appear: check the reply mode and that Mailbox and sender ready is ticked.
- "Email sender setup needs verification": finish sending email setup through Open Email Settings.
- Generation fails: check your AI credits. See AI credits and billing.