Crafting engaging emails is now faster and easier with Pipeline CRM’s AI Email Assistant, powered by OpenAI. This tool helps you generate compelling email content effortlessly, saving you time and enhancing your communication with clients.

Where to Find the AI Email Assistant?
Depending on your plan and email sync status, the AI Email Assistant is accessible in the following areas:

• Individual Email Responses: These are available in your email inbox for composing single emails.
• Bulk Email Composer: This is used to create emails to multiple recipients simultaneously.
• Email Campaign Steps: Assists in setting up and generating content for your email campaigns.
• Email Templates: Helps in drafting reusable email templates.

How to Use the AI Email Assistant

1. Access the AI Assistant: Open the email editor in any of the areas mentioned above. You’ll find the AI Email Assistant at the bottom of the editor.
2. Choose or Enter a Prompt: You can select a default prompt or type in a custom prompt that outlines the content you need.
3. Generate Content: The AI will create email content based on your prompt.
4. Review and Edit: You can:
   
   • Approve: Insert the generated content into the email editor for further editing before sending.
   • Rewrite: Ask the AI to generate a new version if the content isn't quite right. You can modify your prompt to guide the AI toward the desired outcome.
   • Copy or Delete: Copy the content for use elsewhere or delete it if it’s not needed.
5. Highlight for Specific Edits: While editing, highlight any part of the email and ask the AI for targeted improvements or changes.

Monthly Usage Limits
Your access to the AI Email Assistant depends on your Pipeline CRM plan:

• Grow Plan: 100 free prompts per user each month.
• Develop Plan: 50 free prompts per user each month.
• Start Plan: 25 free prompts per user each month.

You can monitor your prompt usage within the AI Email Assistant interface, which displays the number of prompts used and your monthly limit. Please note that unused prompts do not carry over to the next month.


Privacy Assurance
You can feel confident knowing that the AI Email Assistant keeps your information safe and secure! It doesn't use any confidential details, like your past emails, company information, or deal specifics, when creating content.