Personalize emails with AI
Connect your own AI keys and generate copy per contact.
Prefer to watch? Here’s the full walkthrough.
Connect your AI keys
- 1 Open AI Settings and add your API key for a provider — Claude, ChatGPT, Gemini, Grok, DeepSeek, or GLM.
- 2 Enable the specific models you want available, using the searchable model picker.
- 3 Set a personalization instruction on tone and content that every generation must follow.
Generate content in an email step
- 1 In an email step, switch from Template to Prompt, select a model, and write your prompt.
- 2 Pick which contact data to include as context — first name, last name, email, company, city, or the full record.
- 3 To follow up with real context, reference an earlier email step (for example, pass the previous step’s full block, subject, or body as a variable).
- 4 Optionally choose a ready-made system prompt — formal, direct, storytelling, data-driven, benefit-led, or friendly.
- 5 Click Refresh to generate a live preview for a sample contact.
Good to know
- The preview is only a sample — a fresh email is written for each contact when they reach the step.
- If the AI adds its own signature, tell it not to in the prompt, then refresh again.
- Check AI Settings to see your generation costs by model over any date range.
Didn’t find what you need?
Search the help center or reach out — we’re glad to help.