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Ask Parker to find email and write emails and replies. Every draft appears as an editable card in chat, and nothing is sent until you choose a send option.

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Before you begin

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Find email

Ask in plain words. Parker searches your connected mailbox and shows what it found, for example as a table of sender, subject, and date.

List your latest mail

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Draft an email or reply

Check before Parker changes Salesforce.
  • Creating a record shows a card with Confirm and Reject. Nothing is written until you select Confirm.
  • Updating an existing record has no card. If you’ve told Parker exactly what to change, it makes the change straight away in Live mode.
See How Parker acts on your behalf.
1

Ask for the email

Say who it’s for and what it should say. For a reply, name the email you’re answering.
2

Review the draft card

Parker shows the draft in a card with To, From, Subject, and the message. You can edit the subject and message in the card.
3

Revise if needed

Select Shorter, Warmer, or Formal to have Parker rewrite the draft. Each rewrite is a new version, such as v2 of 2. Use the arrows to move between versions.
4

Choose what happens next

Save it, send it, or open it in your mail app. See What can I do with a draft?
Email draft card with To, From, Subject, and message, Shorter, Warmer, and Formal buttons, a Compliant badge, and Save to drafts and Send.

An email draft. Nothing is sent until you choose a send option.

A reply shows Replying to, the sender, and the original subject and date. It notes that it “Sends as a reply on this conversation from your connected mailbox.”
Reply draft card headed Replying to Alex Rivera, with the original subject and date, and a Re: subject line.

A reply draft shows which email it answers.

Write a new email

Reply to an email in your inbox

The badge on the card, such as Compliant · 1 rule, shows the result of your workspace’s compliance check.

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What can I do with a draft?

Send menu with Send now, Send in 1 hour, Send tomorrow at 9:00am, Open in Outlook, Open in Gmail, and Open in Mail.

More send options lets you schedule the send or open the draft in your mail app.

More actions menu on an email draft with Copy message, Why this draft?, and Discard draft.

More actions on a draft.

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Draft emails for a group of leads

Parker can draft a personal email for each lead in a list. Nothing is sent. You review the drafts one at a time.
1

Ask for the drafts

Say which leads and what every email should do. Parker reads the leads from Salesforce and drafts for each one.
2

Check the summary

A strip shows how many leads were in the list, how many got a draft, and how many were excluded, with a reason for each.
3

Review each draft

Each lead can have more than one version, such as Soft check-in and Push forward. Select a version to see it. Use the arrows to move between leads. The card counts how many you’ve sent and skipped.
Lead draft queue showing Cohort 3, Drafting 1, Excluded 2 with reasons, two draft versions, and a compliance result of 5 of 7 passed.

A queue of lead drafts. Leads Parker left out are listed with a reason.

Draft an email for each lead

If the compliance check flags a lead draft, the card reads “Compliance flagged issues — revise the draft first.” and the send buttons are unavailable. Select the compliance result, such as 5 of 7 passed, to see each rule.

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Troubleshooting

Your mailbox isn’t connected, or the connection needs attention. See Connect your mailbox.
The draft broke one of your workspace’s rules, so it can’t be sent yet. Select the compliance result to see which rule, then revise the draft.
The summary strip lists each excluded lead with a reason, such as a duplicate email address. Fix the records in Salesforce, then ask again.

Connect your mailbox

Link Outlook or Gmail so Parker can send as you.

Writing style

Make drafts sound like you.

Automations

Have Parker draft replies to new email on its own.

How Parker asks before it acts

What Parker confirms with you first.
Last modified on October 12, 2026