Your co-pilot drafts a lot of things — replies to client questions, product descriptions, marketing emails. Nothing it drafts goes out without your approval. Here is the review workflow.
Where drafts live
All drafts queue in Today's work on the dashboard home, plus their own queue in the relevant area (Marketing → Drafts, Support → Drafts, etc). Each draft has:
- The original — the client question, the original copy, whatever the AI was responding to
- The draft — what the AI proposes to send
- Why — a short note from the AI explaining its reasoning
What to check
Three quick checks, in order:
- Tone — does this sound like you would say it? If the draft is too formal, too casual, or just off-brand, hit "Make warmer" or "Make more direct" and the AI will rewrite. The voice settings are remembered for next time.
- Facts — are the specifics correct? The AI sometimes guesses on dosing, shipping times, or product details. Read carefully on anything quantitative.
- Compliance — for medical content, anything that crosses into a medical claim or recommendation needs your sign-off. The compliance flag will fire on the draft if it sees one.
The three buttons
- Approve & send — ships the draft as-is
- Edit & send — opens the draft in the editor for tweaks
- Reject — kills the draft. The AI will not retry the same response unless you ask it to.
If you reject, leave a one-line reason. The AI uses your reasons to learn what you want — over a few weeks, the rejection rate drops noticeably.
What if I want to write everything myself?
You can. In Settings → AI, turn off "Draft on my behalf" for any of the surfaces (replies, emails, descriptions). The AI will still summarize and suggest, but it will not draft anything until you ask it to.