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Email Optimizer helps you write, translate, improve, and manage email conversations directly from your record pages.
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🚀 What the Email Optimizer does
It helps you:
- Send emails directly from the record page you are working on
- Translate emails into other languages using different translation services
- Improve your writing with AI that makes emails clearer and more professional
- Get AI help with drafting replies, checking grammar, and more
- View all past emails for the current record in one place
- Read past emails in other languages by translating the entire conversation
🖥️ The screen at a glance
When you open the Email Optimizer, you see two main areas.
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Email form (top)
This is where you write and send emails.
- Recipient fields: From, To, CC, BCC, Subject
- Text editor with formatting
- Toolbar sections:
- Translation
- AI Assistant
- Actions
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Past emails (bottom)
This shows all emails linked to the current record.
- Search bar
- Language badge (current display language)
- Translate button (view emails in another language)
- Expand/Collapse and Reload buttons
- List of emails with sender, preview, date, and menu
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✍️ Writing and sending an email
Filling in recipients
At the top of the email form, fill in the following fields:
- From — Your sending address. Usually prefilled.
- To — Main recipient(s). Start typing to see suggestions. You can add multiple recipients.