AI Email Campaigns

AI Email Campaigns let you send each contact in your audience a personalized, individually written email. Instead of composing one message for everyone, you describe what the campaign should accomplish — Levitate researches each recipient and writes them their own email.

Note: AI Email Campaigns require the AI plan and must be enabled on your account. Contact your Success Specialist if you don't see the option.

Creating a campaign

1. Write the prompt

From Campaigns, choose Create Campaign and select the AI Email option. Write a prompt describing what the campaign should accomplish and what to research for each recipient. The more context you give, the more relevant each generated email will be.

The prompt step shows how much of your account's monthly AI email allowance remains, divided into two buckets:

• Standard emails — generated using contact data already in Levitate
• Web-search emails — generated using live web searches in addition to Levitate data

Web search is off by default. It costs significantly more per email than standard generation and works best for campaigns that require up-to-date information not already in your contact records.

Help me write this

The empty goal box shows an example prompt written for your account's industry. Above the goal box, a Help me write this toolbar lets you start from an existing prompt instead of a blank page:

• Samples — prompts written by Levitate for your account's industry.
• My prompts — prompts you have saved, listed under Yours, followed by prompts your teammates have shared, listed under Shared with the team.
• Browse all prompts — opens a side panel with All, Samples, and My prompts views. Use the search box to find a prompt by keyword. In the Samples view, an industry filter narrows the list.

Picking a prompt fills in the goal box only. A Started from note credits the prompt you picked. Picking a prompt does not change your web research or recency settings.

Placeholders in prompts

Many prompts contain placeholders in square brackets, such as [your offer]. When you pick a prompt, Levitate selects the first placeholder so you can type over it. Replace each placeholder with your own details.

Until you replace every placeholder that came from a picked prompt, you can't move on: an error under the goal box names the placeholder, and Next shows a message naming it too. Square brackets that you type yourself never block you.

Save as a prompt

Once the goal box holds your own text, a Save as a prompt action appears in the goal toolbar. Its dialog shows exactly what will be saved. Only the prompt text is saved — your web research and recency choices are not part of it. Saved prompts are private to you unless you turn on Share with the team, which is off by default. Shared prompts appear for your teammates under Shared with the team.

A saved prompt can be renamed, shared with the team or made private, and deleted. Only the person who created a prompt sees these actions for it.

Send settings

The brief page shows Step 1 of 3 in its header. Send from is the first field. Web research and recency are grouped under Send settings; when that section is folded, it shows a summary of your current choices. Your remaining monthly allowance appears as a single line.

2. Pick an audience

Select up to ten tags to define your audience. Contacts who have unsubscribed or whose email has bounced are automatically excluded.

The audience search is titled Who receives it.

3. Schedule the campaign

Choose your send date and time using the standard scheduling options. AI Email Campaigns require at least a 48-hour lead time. Emails are not generated at scheduling time — Levitate generates each recipient's email approximately 36 hours before the scheduled send, so the content reflects current information rather than the state of your data when you scheduled.

4. Review generated emails

When generation is complete, a review grid shows the generated subject line and body for each recipient. Generation typically takes several minutes; you'll see a progress indicator and receive a notification when the review grid is ready.

From the review grid you can:

• Edit any recipient's subject line or body using the full email editor
• Remove any recipient from the campaign before it sends

There is no regenerate option. If a generated email needs changes, edit it directly in the review grid.

Campaigns that are only partly written

Not every recipient always ends up with an email. Some emails can't be written, and the AI leaves out a contact when it judges the campaign isn't right for them. Anyone without a written email does not receive the campaign.

Day-before heads-up email

The day before a campaign goes out, Levitate sends a heads-up email. For a partly written campaign, it says how many recipients won't get the campaign. What it says depends on what happened:

• Some emails couldn't be written. The email is headlined "Some of your AI campaign emails couldn't be written." and gives the breakdown. For example: "18 of 21 recipients have their own email ready to read. 2 couldn't be written, and 1 was left out because the AI judged this campaign wasn't right for them. They won't receive this campaign. Open it to see who, and edit or remove any email before it sends."
• The AI only left out contacts. The email keeps its usual "written and goes out tomorrow" headline and adds a line such as "The AI left out N of M contacts because it judged this campaign wasn't right for them. Open it to see who and why."

Open the campaign before it sends to review who is affected. You can edit or remove any written email from the review grid, as described in Review generated emails.

Recipient counts and removing contacts

The recipient count for a written AI campaign counts only recipients who have an email.

A contact with no written email can't be removed from the campaign. Levitate shows "No email was written for this contact, so they won't receive this campaign. There is nothing to remove."

If generation fails

If generation fails on its final attempt, the campaign ends in a Failed state with the message "Generate the campaign again to finish it." You can then generate the campaign again.

Seeing who won't receive the campaign

On Review AI Emails, the header counts only the recipients who have a written email. When some recipients have no written email, a second line breaks them down, for example "2 couldn't be written · 1 left out by AI". The review screen opens on the first recipient who has a written email.

Below the written emails, a Not receiving this campaign card lists every contact who won't get the campaign. Each contact has a colored label that says why:

• Couldn't be written — Levitate couldn't write this contact's email.
• Left out by AI — the AI left this contact out. The AI's reason appears on their row.

Rows in this card can't be selected.

When every recipient has a written email, the summary line and the Not receiving this campaign card don't appear.

Rescheduling an AI campaign

Rescheduling an AI campaign follows the same earliest-send-time rule as scheduling it for the first time, down to the time slot. Where you reschedule from depends on whether the campaign's emails have been written yet.

Emails not written yet

On the campaign's report page, Reschedule for an AI campaign whose emails haven't been written yet opens the send options on the review page instead of a pop-up window. Choose the new date and time there.

On the earliest day you can pick, time slots earlier than the earliest allowed send time are hidden. If the time carried over from the existing schedule is too early, it moves to the first allowed slot. Levitate also refuses a schedule that is too soon, so a time inside the generation window can't be saved.

Emails already written, and other campaigns

An AI campaign whose emails are already written, and any normal campaign, reschedules from the pop-up window on the report page.

Monthly usage

Your account has a monthly allowance for AI Email Campaigns, visible during campaign creation. Usage is counted when emails are generated, not when they send — a campaign that is generated and then cancelled has already used its allowance for those recipients. There is a separate, smaller monthly cap for web-search emails within your total allowance.

FAQs

Q: Can I regenerate a recipient's email if I don't like it?

A: There is no regenerate button. Select the recipient in the review grid and edit the email directly — you can change the subject line, body, or both before the campaign sends.

Q: What happens if a contact unsubscribes after I schedule the campaign?

A: Unsubscribed and bounced contacts are excluded at send time. A contact who unsubscribes after you schedule won't receive the email.

Q: Is there a limit on how many contacts I can include?

A: Yes. Your account has a per-campaign contact cap set by your administrator. If your audience exceeds this limit, you'll need to narrow your tag selection.