Email drafts

VXT can draft an email summarizing your call so you can quickly follow up without starting from scratch.

📝 Note: This is different from Call records to email, which automatically sends you a call's details (date, time, duration, notes) after every call. Email drafts, on the other hand, are AI-generated follow-up emails you review and send yourself — they're not sent automatically.

In this article, we'll cover:

• Change the email draft prompt
• Create an email
• Using the email tab

Change the email draft prompt

1. Go to admin.
   

2. Click configuration.
   

3. Select AI.
   
4. Click edit to change the default email draft prompt.
   
   
   1. Select a prompt history from the right tab to switch between past prompts
      
5. Hit save.
   

Create an email

Post-call note window:

1. On the after-call window, click the Email tab.
   
   
   

   📝 Note: The email draft is only generated once the call's transcription is ready — it won't be available immediately after the call ends if transcription is still processing.

From a previous call:

1. Go to the phone page.
   

2. Select the conversation.
   

3. Click on the call.
   

4. Locate the Email tab.
   

Using the Email tab

Once you're on the Email tab, you can:

• Review and edit Email content:
  

• Add To, CC, and BCC recipients
  

• Edit the Subject line.
  
• Copy to Clipboard to paste the draft wherever you need it.
  
• Open in Email to open the draft in your default email client.