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Atlas

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Write an e-mail

You write your e-mails without leaving the CRM. The writing window opens at the bottom right and doesn’t block the page: you can keep looking at a record while you write. The e-mail goes out from your own Gmail or Outlook mailbox, as if you had written it there.

All plans Record › New e-mail, or any e-mail address Members with a connected mailbox allowed to send
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  1. 1The writing window, without blocking the page
  2. 2The sending account
  3. 3Write with AI
  4. 4Apply a template
  5. 5Send
Hover a number to find the area. Click the screenshot to enlarge it.
A contact record with the New e-mail window open on the right: From, To, Subject, Write with AI, the message, Template and Send.

Open the window

Section titled “Open the window”
  • On a record, click New e-mail: the recipient is already filled in.
  • Click an e-mail address anywhere in the CRM.
  • In the Inbox, Reply or a reply prepared by Atlas opens the window as a reply, in the same thread.

At the top right, minimise, expand or close the window. Closing keeps the draft: it’s saved in this browser and comes back when you reopen the window from the same place (“Draft restored”). The bin, at the bottom, deletes it.

The fields

Section titled “The fields”
  • From: the sending account. These are your Google or Outlook mailboxes allowed to send, and the shared mailboxes you have access to.
  • To, and Cc / Bcc on the right: type an address then Enter.
  • Subject, then the message.
  • For a reply, Include the original message adds the quoted e-mail under yours.

The bottom of the window sums up the sending (“Sending to … from …”) and flags what’s missing: recipient, subject or empty message.

Write with AI

Section titled “Write with AI”
The writing window with Write with AI open: the instruction, the Neutral, Friendly or Formal tone choice, and the Generate button.
  1. Click Write with AI.
  2. Write the instruction, e.g. “follow up on the proposal sent Tuesday and suggest a slot on Thursday”.
  3. Pick the tone: Neutral, Friendly or Formal, then Generate.
  4. The suggestion shows up: Replace the message, Insert after or Ignore.

The AI relies on the contact’s record, the current thread, their open opportunities, meetings and tasks. The Context used line says what it read, and Web sources the pages it visited if it searched the web.

When the message already has text, the button becomes Edit with AI: Fix mistakes, Shorten, Warmer, More formal, or a free instruction with Edit draft.

Fix a passage

Section titled “Fix a passage”

Select a passage of the message: a bar offers Fix, Rephrase, Shorten or More formal. You can also type your request, then Edit now or Add as a comment. Comments stack up in Comments for the AI, and each suggestion is kept with Accept or dropped with Reject.

Templates and attachments

Section titled “Templates and attachments”
  • Template applies an e-mail template from your organisation or one of your own. Fields like the contact’s first name are filled in from the record. With a designed template, your text takes the place set aside in the layout.
  • The paperclip attaches files from your computer. The total size of a sending’s attachments is limited.

After sending

Section titled “After sending”

Click Send. The e-mail goes out from your mailbox and is added right away to the timeline of the recipient contacts. If it isn’t visible in the CRM yet, it will appear at the next sync: no need to send it again.

Section titled “Links”