Review an AI Email Conversation Flow

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You can review your conversation flows to see how all the emails, attachments and merge tags look like before publishing it.

If you need to share your conversation’s emails with your colleagues who do not have a login to AI Email (AIE), you can download a .docx file that contains all the emails included in the conversation flow.

Review a conversation flow

To review a conversation flow:

  1. Open the campaign & select your desired campaign.

  2. Go to customize AI conversation flow and click on review emails.

  3. Do one of the following:

    • Review merge tags & attachments used in the conversation

    • Click on each scenario in the conversation flow to review the email content

    • Download a .docx file for all the emails in the conversation

    • The .docx file only contains the emails included the conversation. It does not include images, attachments, or your AI email agent’s email signature.

  4. Go back to edit the conversation flow if needed or publish it.