Set the organization templates
Open Email support and configure the greeting and signature used for new AI-prepared drafts. The greeting falls back to “Hello,” when a customer name is unavailable. The reviewer can edit the completed email before it is sent.
Use variables carefully
Unresolved variables and a missing configured signature are shown as send blockers. Resolve them in the template or reply before approval.
- Use customer and organization variables only where the value is known.
- Create custom variables for stable text such as a product name, portal URL, or team name.
- Preview the resolved greeting and signature before saving.
- Never store passwords, access tokens, payment data, or customer-specific secrets in a reusable variable.
Verify the sender separately
Greeting and signature templates control message content, not sender ownership. Continue using the AppsResolve-managed identity until the company domain or sender address is verified through the email configuration flow.