Help · Email

Drafting and templates

What a draft is written from, why drafting is idempotent, and how the template library shapes every email's voice.

leadrack can write the first email for any lead. From the board, from the inbox, from the API, or automatically after an agent run.

What a draft is written from

Three inputs:

  1. Your sender profile: product, audience, tone, signature.
  2. The contact: name, title, company.
  3. The agent's signal: the score, the one-line reason the judge gave, and the original posting or filing text the agent found. This is what makes drafts specific. The email can reference the actual hiring post or raise that surfaced the lead.

A lead you added by hand has no signal on file, and the draft says so to the model. It gets written from the contact's details alone, which works but reads more generic. Signal-rich leads draft better.

Idempotent, and what "force" means

Drafting costs real money per call, since a model writes each one. So it's idempotent: a card has at most one unsent draft, and asking again returns that draft free instead of paying twice. Force explicitly writes a fresh draft, spending again and replacing the old one.

Draft spend draws from the same monthly agent budget as judging and resolution. You can draft before sending setup is finished, because the from-address is resolved at send time, not draft time.

Templates

Templates are exemplars, not mail-merge. The drafter matches their voice, structure, and length rather than filling blanks.

Five built-ins cover the standard outbound arc: cold intro (hiring signal), follow-up (new value, same thread), breakup (last touch, then stop), re-engage (new signal only), and short intro (mutual context). They're read-only; duplicate one into your library to customize it.

Team templates (up to 20, and any team member can add them) do two jobs at once. The whole library shapes every draft's voice, and any single template can be featured for a specific draft: "write this one like our breakup email". The description field ("when to use") is read by both humans in the picker and the model while drafting.

Editing and sending

Drafts are editable in the inbox before sending, subject and body text. The compliance footer (unsubscribe link plus postal address) is not part of the draft. It gets rendered fresh at send time, so an edited body and the footer never drift apart. Discarding a draft deletes it quietly.

Sending is a separate act with its own rules. See Auto-send for when an agent may skip the human.