AI Studio
Write faster. Send smarter. Keep editorial control.
AI Studio is included in every Nest plan. Draft mailers in your voice, filter your book with a sentence, and run campaigns that deliver without babysitting. The AI does the lift; every send is logged and yours to approve.
Draft in your voice
Mailer copy that reads like you wrote it.
Paste a few sentences about the product, your tone, and who you're writing to. The AI produces a full campaign draft - intro, follow-up, and close - tuned to your voice. You review, edit, and send. Nothing goes out without you.
- Natural-language audience filters ('FL clients, age 60+, no AEP touchpoint in 90 days')
- Three-pass rewrite engine - accept the best line, not the whole draft
- Every send logged with the audience filter that produced it
AI Studio
Drafting. Mailers, audiences and email rewrites, grounded in your own book.
Credits left
1,412
of 1,600 this month
Drafts this week
23
18 sent
Audiences
6
segments saved
Annual review invitation
Your Athene contract reaches the end of its surrender period in March. Worth fifteen minutes to look at what the renewal rate means for the income you were planning.
Audience
| Segment | People |
|---|---|
| Surrender ends < 6mo | 48 |
| No review in 12mo | 31 |
| Owner-occupied, 62+ | 27 |
| Term conversion window | 19 |
Audience intelligence
Filter your book in plain English.
Instead of nested rule builders, type what you mean. The engine translates the sentence into a real query against your live book - clients, leads, policies, or any combination - and shows the count before you commit. Saved segments update automatically on the next send, so a rolling filter like 'renewal in the next 60 days' stays current without manual upkeep. Queries run against your org's own records inside Nest; no data is sent to a third-party model to build the audience.
- Filters on any native field: status, product line, renewal date, state, tags
- Saved segments update on next send
- No data leaves the platform - queries run against your org's own records
People
Callbacks due
12
today
Open leads
248
unclosed
Est. open pipeline
$6.8M
premium
Saved audiences
6
segments
Mailers in flight
2
in market
Avg response
6.4%
last 90 days
| Name | Stage | Last call | Source | State | Est. value | Score |
|---|---|---|---|---|---|---|
| Ivan Delacroix | Qualified | 3d ago | Referral | AZ | $310,000 | 93 |
| Emmett Bruckner | Qualified | Yesterday | Referral | IN | $250,000 | 91 |
| Roy Tanaka | Contacted | 8d ago | Seminar | CA | $210,000 | 71 |
| Lourdes Ferreira | Quoted | 4d ago | Seminar | TX | $175,000 | 88 |
| Bridget Callahan | Quoted | Today | Medicare mailer | OH | $140,000 | 79 |
| Wanda Silverio | Contacted | 2d ago | Facebook form | FL | $120,000 | 74 |
| Marge Ostrowski | Contacted | 6d ago | Direct mail | WI | $95,000 | 59 |
| Gerald Vanterpool | New | - | Medicare mailer | OH | $85,000 | 82 |
| Estelle Kirchner | New | - | Website quote | MI | $75,000 | 64 |
| Curtis Nwachukwu | New | - | Website quote | GA | $60,000 | 67 |
Reliable fan-out
Campaigns to your whole downline, without babysitting.
Background sends run on Vercel Queues, so a campaign to a thousand contacts doesn't require a browser tab open. You set the segment, confirm the draft, and close the tab - delivery continues regardless. Bounces and unsubscribes are captured automatically and used to suppress future sends, keeping your deliverability clean without a separate list-management step. Commission projections and renewal windows sit beside send history in the same view, so you always know the business context behind each campaign before you schedule the next one.
- Queue-backed delivery - no rate-limit drops on large audiences
- Bounces and unsubscribes automatically suppress future sends
- Commission and renewal context in the same view as campaign history
AI Studio
Drafting. Mailers, audiences and email rewrites, grounded in your own book.
Credits left
1,412
of 1,600 this month
Drafts this week
23
18 sent
Audiences
6
segments saved
Annual review invitation
Your Athene contract reaches the end of its surrender period in March. Worth fifteen minutes to look at what the renewal rate means for the income you were planning.
Audience
| Segment | People |
|---|---|
| Surrender ends < 6mo | 48 |
| No review in 12mo | 31 |
| Owner-occupied, 62+ | 27 |
| Term conversion window | 19 |
Also included
The rest of what's in the box.
Email rewrites
Paste a follow-up draft, get three rewrites in the same voice, pick the one that lands.
Campaign scheduling
Set a send time, pick a saved segment, and let the queue handle the rest.
Quiet-hours enforcement
Sends respect per-client state and time-zone quiet hours automatically.
Consent-gated outbound
Mass outbound is consent-gated at the org level - no accidental TCPA liability.
FAQ
Common questions.
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.