AI Studio
AI Studio - built into the platform.
Draft a mailer in your voice. Refine the audience with natural-language filters. Rewrite a follow-up email until it reads the way you'd say it. The AI does the lift; you keep editorial control. There's no separate email-marketing or AI-copy subscription on top of your CRM - it's in the box.
What it does
Draft. Refine. Rewrite. Send - all from inside your CRM.
Drafts in your voice
Mailer copy tuned to your tone and the lines of business you actually write. Edit inline; the AI never sends without you.
Audiences in plain English
Filter your book with natural-language prompts - "FL clients with a Medicare AEP touchpoint in the last 90 days" - instead of nested rule builders.
Email rewrites
Paste a follow-up draft, get three rewrites in the same voice, pick the one that lands. Or refine until it reads the way you'd say it.
Reliable fan-out
Background sends run on Vercel Queues, so a campaign to your whole downline doesn't require babysitting. Bounces flow into the pipeline, not your inbox.
Audience
Match
1,284
households · avg. inc. $72k
| Mailer | Audience | Cost / piece |
|---|---|---|
| 3-step Medicare reminder | 1,284 | $0.42 |
| Final expense intro | 812 | $0.36 |
| IUL retirement letter | 640 | $0.48 |
AI that helps you write, not write for you.
Every send is logged with the audience filter that generated it. Responses flow into the pipeline. The AI keeps you fast - you keep the voice.