FirstDraft for Email: Your AI-Driven Content Creation Tool

Streamline Your Email Writing with AI-Powered Drafts

FirstDraft is an AI-driven content creation tool designed to help you generate engaging and personalized email content quickly and easily. FirstDraft is context-aware and always writes in your unique voice. Say goodbye to blank pages and hello to effortless email creation with FirstDraft.


This guide will walk you through how to use FirstDraft to create compelling email content effortlessly. Follow these steps to get started.

  1. Choose to Use FirstDraft: Upon entering the Email Builder, you'll see options to start from scratch, use FirstDraft, or browse the message library. Click "Use FirstDraft" to open the FirstDraft modal.
  2. FirstDraft Modal: Upon selecting FirstDraft, a modal window will open, allowing you to input the necessary details to generate email content:

    Customization Options
    • Email Purpose: Select the purpose of your email from the dropdown menu. Options include:
      • Relationship builder
      • Educational content
      • Policy-related content
      • Follow-up
      • Feedback request
      • Referral request
      • Scheduling
      • Other
      • Additional Context: After selecting an email purpose, placeholder text will automatically appear to assist you. This text serves to inform you about the types of instructions or context you can provide to FirstDraft. You can choose to overwrite or delete this placeholder text. Any content you enter in this text box will be used by FirstDraft to shape the content it generates.
        • Example: Make the email formal and empathetic. Begin by expressing concern for their recent car accident and assure them of our commitment to support their claim process. Provide a clear outline of the next steps and include contact information for their dedicated claims representative.
      • Length Selector: Use the slider to choose the length of your email: Short, Medium, or Long.
      • Tone Customization: You can select a tone from the following options: Casual, Neutral, or Formal, as well as Excited, Neutral, or Direct.
  3. Generate Content: Once all required fields are filled out, click the "Generate" button to create your first draft. . ✨
  4. Generating Additional Versions, Leaving Feedback, and Making Adjustments:
    • Generate Additional Versions: To generate additional versions, you must adjust the prompt settings and click “Generate” again. 
      • Navigating Through Versions: Move through different versions by clicking the left or right arrow icons below the generated content.
    • Feedback: Provide feedback on the generated content by clicking the thumbs up or thumbs down icon, helping to improve the AI.
    • Use as Draft: Once you are satisfied with a version, click "Use as Draft" to insert the content into the Email Builder. Please note that after a draft is selected to be inserted into the Email Builder, all previously generated versions will not be retained.

      If you started FirstDraft while creating an email, the FirstDraft content will override the email. 
    Finalize and Send: Review the generated content within the Email Builder. Make any additional tweaks if necessary. Once you're happy with the content, proceed to send your email as usual.

Tips and Best Practices

  • Be Specific: The more specific you are in the additional context box, the better the AI can tailor the content to your needs.
  • Experiment with Tones: Try different tone combinations to see which best fits your brand's voice.
  • Leave Feedback: To help us enhance FirstDraft, click the thumbs up or thumbs down icon to provide feedback on the different versions.