Who can use this
- Template owners creating first drafts of reusable email templates.
- Managers adapting successful sent emails into team guidance.
Before you start
- Decide the use case for the template.
- Gather safe reference content.
- Remove private customer details from anything you paste into the builder.
- Connect email if you want to browse sent emails as examples.
Steps
- Open the AI template builder.
- Describe the situation the template should cover.
- Add reference content or choose a sent email example when available.
- Generate the template.
- Review the proposed name, description, and content.
- Give enhancement instructions if the template needs another pass.
- Save the template only after removing stale, private, or over-specific language.
What to expect
- The builder can generate a template name, description, and content.
- It can enhance existing template content with new instructions.
- Sent-email browsing depends on connected email access.
- Cleaned message content may remove quoted history or formatting before template generation.
- AI output can be a useful starting point but still needs human approval.
Common issues
- Reference content includes customer-specific names, private terms, or one-off commitments.
- The generated description does not clearly tell Ergo when to use the template.
- The template sounds too generic because the prompt lacks a concrete use case.
- Sent email examples are unavailable because the email account is disconnected.