All features
Pro+Follow up & convert
Draft-first email and SMS
The assistant writes in context but waits for approval before anything goes out.
“Want me to send this now, or tweak the wording first?” — the guardrail, live. The walkthrough video is being filmed — every feature is getting one.
What it includes
Reads the contact record before drafting Respects DND and quiet-hour rules Shows the draft before sending and logs approval
Common use
A lead needs a fast, personal response, but agents still need control over the final message.
Espo difference
You get speed without turning your database into an unsupervised auto-blast machine.
Common questions
Asked about this feature.
What exactly does “draft-first” mean?
The assistant writes the email or text using the contact’s actual history, then shows it to you and waits. Nothing reaches a client until you approve it — speed without an unsupervised auto-blast machine.
What rules does it check before proposing a send?
Do-not-disturb flags on the contact, quiet hours, and channel preferences. If a contact shouldn’t be texted, it says so instead of drafting the text.
Is there a record of what was approved?
Yes — the draft, your approval, and the send are all logged in the contact’s activity history, so a team lead can always see what went out and who OK’d it.
Can I edit the draft instead of just approving it?
Of course. Tweak a line yourself or tell the assistant what to change — “warmer, and mention the Saturday open house” — and it revises before sending.
Works together with
Wondering how this fits your team? Ask the assistant — it knows every feature on the wall.
See it running on your market.
Book a call and we’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.