To configure this feature:

1. Ensure Configuring Approved Email is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	CRED	All applicable object types	ai_enabled_template__v	Edit
   sent_email__v	CRE	All applicable object types	ai_assisted_email__v	Edit

To configure this feature:

1. Ensure the following features are configured:

   • Configuring Approved Email
   • Configuring Vault AI in CRM
   • Configuring Agentic Email
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	R	All applicable object types	ai_enabled_template__v	Read
   sent_email__v	CRE	All applicable object types	ai_assisted_email__v	Edit

Content creators determine which areas of an email template are eligible for AI Rewrite.

Text marked for the AI Rewrite token should only include salutations, opening remarks and other generic text within the email.

To enable AI variations for specific text:

1. Edit the appropriate email template, for example, via the BEE Editor.
2. Place the cursor at the beginning of the target text.
3. Add the {{aiRewriteStart}} token before the target text.

4. Add the {{aiRewriteEnd}} token at the end of the target text.

   Only text and the following supported HTML tags can be enclosed by the two tokens:

   • <p>
   • <i>
   • <strong>
   • <em>
   • <b>
   • <u>
   • <sub>
   • <sup>
   • <div>
   • <br>
   • <span>
   • <a>

   Other Approved Email tokens are not supported within the text.

   Only one instance of {{aiRewriteStart}} and {{aiRewriteEnd}} tokens can be added per email template.

5. Select Save.

Users can generate Direct or Warm style variations for eligible text within an email template.

To generate style variations when composing an Approved Email from any entry point:

1. Navigate to the list of email templates. Templates with the {{aiRewriteStart}} and {{aiRewriteEnd}} tokens display with an AI () icon, indicating style variations are enabled for the template.

   

   These templates are only available for selection on platforms supported by this feature, currently iPad.

2. Select the appropriate email template. Text eligible for a rewrite is highlighted with a blue border.

   

3. Select the Rewrite button to open the Rewrite modal. Three variations of the target text display:

   • Direct – A shorter, more succinct version of the original text
   • Original – The original text as entered in the email template
   • Warm – A friendlier, more conversational version of the original text

   

4. Select the Regenerate () button to generate more Direct and Warm variations. This button can be selected up to three times.

   Previously generated variations are lost when a new generation is initiated.

5. Select the appropriate variation to use.

6. Select Use this Style.

   

To revert the modified text back to the original version for all recipients, select the Restore Original link at the bottom of the modified text block.

The text and selected variations reset if the user tries to save the email as a draft after selecting a style variation.