Review researched AI campaign messages
Create tailored drafts from business research while keeping the offer and evidence accurate.
On this page
Choose the writing workflow you need
The campaign AI writer helps draft a subject and body from your description of the audience and offer. A separate AI campaign type researches each prospect’s business on the web and writes an individual subject, opening, value statement and call to action. Follow-ups are generated too. Choose the researched workflow when you need individual business context and can review whether the research supports the message.
AI campaigns use your own supported AI provider key, added under Integrations. Research and writing use that provider’s allowance and can incur provider usage costs. The public guide describes no extra platform credits for the research and writing step; this does not mean that campaign email sending or the external provider’s service is free.
Create and inspect a researched sample
Prepare the provider connection
Add your supported AI provider key under Integrations through the approved configuration process. Confirm the provider’s available usage for this work.
Expected result: The required AI connection is configured for the workspace.
Choose the campaign type
Create a campaign and choose AI. Select the contact list, sending accounts and schedule as usual.
Expected result: The campaign uses the AI type with the intended audience and sender.
Generate a sample
Generate a preview for a real business prospect from your list. Watch the research and inspect the sources shown with the sample.
Expected result: The preview includes the proposed email and the research behind it.
Adjust the writing
Choose tone and length. Tone options are Direct, Warm, Formal and Playful; length options are Succinct, Balanced and Detailed. Changing them regenerates the email.
Expected result: The new sample fits the selected style and remains supported by its sources.
Plan follow-ups and spend
Choose the number of follow-ups, the days between them and an appropriate per-campaign spend cap. Review the sample before launch.
Expected result: The campaign reflects your intended follow-up timing and spending boundary.
Check facts before approving a sample
| Item | How to use it |
|---|---|
| Business fact | Does the cited page actually support the claim, and is it about the correct company? |
| Relevance | Does that fact explain why your offer might help, without pretending you know an unconfirmed problem? |
| Offer | Is the service or resource real and described accurately? |
| Tone | Does the message sound like something your team would send? |
| Call to action | Can the recipient answer one clear question without accepting an invented commitment? |
Example review instruction
Audience: operations teams at business domains
Offer: our actual process-review service
Use only a business fact supported by the preview sources.
Do not claim we worked together or know their internal results.
Ask whether a short checklist would be useful.This is a drafting brief, not a guarantee that generated text meets it. Read the sample and its source evidence. The standard AI writer also offers a language picker; review the selected language for accuracy rather than assuming a generated translation is ready to send.
Understand skips and interruptions
The researched workflow skips personal inbox addresses and researches business addresses. Messages are written shortly before they are due to send. The guide states that provider quota exhaustion pauses the campaign and triggers an email notification rather than sending a half-written message. If progress stops, inspect the notification and provider connection before relaunching or creating a duplicate campaign. Generated research is still subject to review; a plausible sentence is not proof of a correct fact.