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AI Email Template Generator

This page covers the AI generation flow inside the Email Template form itself.

Requirements

Users need:

  • Ai access
  • Create access to EmailTemplate
  • A configured default AI provider

Where to Find It

  1. Open an Email Template create or edit form.
  2. Click the AI Generate button in the form dropdown list.

Email Template Form Button

OR

  1. Open Email Templates.
  2. Click Generate Email Template in the list view.

The form-level generator opens the same core generation modal, but it respects the current template form state.

Current behavior:

  • It starts with the current template entity type when available
  • It respects the template Is HTML setting
  • It does not expose a profile selector in the current UI

What Gets Filled

After you click Accept, the form is updated with:

  • Name if it is currently empty
  • Subject
  • Body

For plain-text templates, the generated content is applied as plain body text.

For HTML templates, the generated HTML is applied to the WYSIWYG body field.

Email Template Form Modal

HTML vs Plain Text

HTML Template

When the template is HTML:

  • The style selector is shown in the modal
  • The preview is rendered as HTML
  • The accepted output fills the HTML body

Plain-Text Template

When the template is not HTML:

  • The style selector is hidden
  • The output is treated as plain text

Body Field AI Toolbar

The Email Template body field also has its own lightweight AI refinement toolbar.

Current actions:

  • Improve
  • Fix Grammar
  • Make Shorter

Email Template Body Toolbar