Who this section is for
- Sales reps reviewing their own follow-up drafts.
- Managers and RevOps teams configuring templates, signatures, team visibility, and post-call draft settings.
- Admins troubleshooting failed draft generation, stale email grants, or send failures.
Before you start
- Connect the user’s email account before sending or scheduling from Ergo.
- Connect calendar and notetaker sources before relying on post-call draft creation.
- Confirm the user has access to Drafts and any org-wide draft viewer controls your workspace uses.
- Treat generated copy as a starting point. Check recipients, subject, body, thread choice, attachments, and signature before sending.
Articles
- Drafts inbox
- Draft tabs and queues
- Draft email logic: when drafts are created and how to dismiss
- Turn post-call drafts on or off
- Compose a new email
- Review/edit AI drafts
- Reprompt drafts with AI
- Thread history and related threads
- Send/schedule/unschedule/undo
- Attachments, images, and links
- Dismiss/disqualify drafts
- Failed drafts retry/report
- Go Mode and bulk sending
- Open tracking and sent flow
- Team access to email drafts
- Email signatures and draft footers
- Templates overview
- Create/edit templates
- AI template builder
- Sent email browser
- Auto-send settings
Common issue path
- No draft appeared after a meeting: start with Draft email logic, then check Why some meetings do not generate insights or drafts.
- A draft exists but cannot send: use Send/schedule/unschedule/undo, then Draft send failures.
- Template or signature output looks wrong: use Templates overview, Create/edit templates, and Email signatures and draft footers.
- Tracking or sent-state looks confusing: use Open tracking and sent flow and Sent email browser.