The Settings tab is where you turn the AI Assistant on and decide how much it’s allowed to do on its own. Start here before using any of the other tabs.
Where to find it: Left menu → Sales → Outreach → Inbox → AI Assistant → the Settings tab. Part of the AI Assistant & Rules guide.
The four toggles that control how the assistant behaves.
How to turn it on
- Open AI Assistant from the inbox and stay on the Settings tab.
- Switch on AI Assistant.
- Leave Require Approval on so you review drafts before they send.
- Turn on any extras you want, then click Save Settings.
The four settings
| Setting | What it does |
|---|---|
| AI Assistant | Turns the assistant on so it helps respond to emails. |
| Require Approval | The AI drafts, but nothing sends until you approve it in Review. Recommended. |
| Product Recommendations | Lets the AI include relevant products in its replies. |
| Learning Mode | The assistant improves by learning from the edits and choices you make. |
💡 Recommended: Keep Require Approval on until you trust a rule to run on its own — you get AI speed with a human check.
FAQ
Do I have to turn everything on?
No. At minimum switch on AI Assistant; the rest are optional.
Will it send without me?
Not while Require Approval is on — drafts wait in Review.
What does Learning Mode change?
It lets the assistant get better over time from how you edit and act on its drafts.