How to draft an email with the AI Emailer

Learn how to open the AI Emailer, get a draft and shape it before you send.

Overview

The AI Emailer is a panel that opens over the page you are on, so you can write an email without leaving your work. The panel header shows the email's subject, or "New Message" until there is one. You can minimize the panel to keep working and expand it again, and only one composer session can be open at a time.

The AI Emailer is available to accounts with the emailer turned on. If you do not see a Draft an email button or Email in the left navigation panel, ask your ZoomInfo admin.

Draft an email

1. Open the AI Emailer. Click Draft an email wherever it appears (for example on a contact's profile or a card in the feed), or click Email in the left navigation panel and then Draft Email in the top-right corner of the page.
2. Check the recipient in the To field. To copy someone, click Cc and add their email address.
3. The emailer usually starts drafting on its own. If your account does not draft automatically, a "Need a starting point?" bar appears: click Generate a Draft, or close the bar to write the email yourself.
4. Wait while the emailer works. The panel lists what it is doing, such as reasoning, finding transcripts and retrieving your organization's offerings and your preferences.
5. Edit the Subject and the body. The body has a formatting toolbar.
6. To have the AI change the draft, type an instruction in Ask copilot to make edits and send it. Or click one of the shortcut buttons: Make shorter, Make longer, More formal or More casual. Click Regenerate to write a completely new draft.
7. Send or schedule the email. See How to send or schedule an email from the AI Emailer.

When your organization has it turned on, the emailer may also show suggested angles (click the line that says how many angles there are, choose one, or click Dismiss) and buttons that add details about the contact or company to the draft.

To change the draft to sell a specific product or service, see How to manage offerings in the AI Emailer.

Close the emailer

Click the close button in the panel header. If the emailer asks "Discard Draft" and says "Information you entered will not be saved. Are you sure you want to discard?", click Yes, Discard to throw the draft away or Cancel to keep working.

If you see an error

• "Contact has opted out of receiving emails, so this email won't be sent." (with the contact's name in place of "Contact") The person unsubscribed. The emailer will not send to them. Remove them or choose someone else.
• A warning icon beside a recipient with a reason, such as "There are no emails associated with this contact", "Email address is not valid." or "No view credits remaining". The email cannot be sent to this recipient until the problem is fixed. For view credits, ask your ZoomInfo admin.
• "Email generation failed" on a recipient. The draft could not be written. Click Generate a Draft or Regenerate again.
• "Please complete or cancel your current email before creating another one." Another emailer session is open. Send, schedule or close it first.