Who can use this
- Users reviewing AI-generated or composed drafts.
- Managers coaching reps on consistent follow-up quality.
Before you start
- Save or pause manual edits before asking AI for a revision.
- Know the concrete change you want.
- Check the source context if the request depends on meeting, deal, or thread facts.
Steps
- Open the draft.
- Find the AI edit or reprompt control.
- Enter a specific instruction.
- Review the revised body.
- Make any final manual edits before sending or scheduling.
What to expect
- Reprompting updates the current draft; it is not a sent action.
- AI revisions should use the latest draft state, but you should still reread the full body after each revision.
- Specific instructions work better than broad prompts.
- Reprompting can improve tone and structure, but it can still miss context or introduce unsupported phrasing.
Common issues
- The prompt asks for information not present in the meeting, thread, CRM, or user-provided context.
- The instruction is too broad and rewrites more than intended.
- Manual edits are overwritten by a later AI rewrite.
- The draft still needs recipient, thread, signature, or attachment review after the AI update.