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Setting things up…
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Generation for email, LinkedIn messages, SMS, and workflow content works the same way everywhere in the product — drafted for you, then gated behind your approval.
An organization can bring its own Anthropic API key, encrypted at rest, or fall back to a platform-default key under a monthly USD cap an admin sets. Every generation call reserves budget before it runs and finalizes the actual cost after, so a spending cap holds even under concurrent use — not a best-effort estimate checked after the fact. Every system prompt behind these drafts is stored in the database and versioned on every change, not hidden in application code.
| System | Model | What it does | Precondition |
|---|---|---|---|
| Drafting — email, LinkedIn, SMS, workflow content | Platform default, or bring your own key | Writes the message or step content a workflow uses | Works out of the box under a platform cap; bring your own Anthropic key for a cap you set yourself |
| In-app assistant, everyday chat | A self-hosted Qwen2.5-14B model, run locally | Reads your workspace to help you — read-only | Off by default; enabled per deployment |
| In-app assistant, a requested change | Escalates to a more capable model | Drafts the exact proposed action and its arguments | Nothing runs until you approve — the same gate as a workflow send |
For a change to your CRM data, in plain language.
A bounded read-verify pass checks the request against your real data.
The precise tool call and its arguments — not a vague intent.
Nothing executes until you click approve — the same gate a workflow send goes through.
“AI drafts it. You decide if it goes out.”
Start free. AI drafting works out of the box under a platform cap — bring your own Anthropic key any time for a cap you set yourself.