Feature

    AI Email Drafts Prepared for Approval

    HEIDI Workspace prepares high-quality reply drafts from your company knowledge — grounded, tone-aware, and routed for human approval before any reply is sent.

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    HEIDI Workspace

    Selected email

    Customer A

    Technical question

    Technical question — Product X upload timeout

    Manual + SOP lookup

    IntentManual + SOP lookup
    OwnerSupport Ops

    Draft options

    Concise reply
    Direct
    Detailed reply with sources
    Grounded
    Escalation message
    Internal
    ApproveRevise
    Email received
    Triage
    Knowledge
    Draft
    Approval
    Action

    What are AI email drafts?

    AI email drafts are reply texts prepared by AI from inbound business email — grounded in company knowledge, adjusted to the team's tone, and presented to a human reviewer for approval. HEIDI Workspace produces drafts that include their sources so the reviewer can verify before sending.

    Capabilities

    What you can do with Process Designer

    Multiple draft options

    Concise, detailed-with-sources, or escalation — pick the right tone.

    Grounded in approved knowledge

    Drafts cite the source they're built from.

    Tone and character control

    Adapt drafts to the team's voice and the reviewer's style.

    Approval-routed

    Sensitive replies wait for a human approver before sending.

    Auditable record

    What was drafted, what was approved, and which sources backed it.

    Use cases

    Where teams apply Process Designer

    Real workflows that benefit from visual design, automation, and governance.

    Customer A asks for a refund — concise + escalation drafts

    HEIDI prepares both options so the reviewer picks the right tone.

    Customer asks a technical question — detailed-with-sources

    HEIDI assembles the answer from the manual and SOP with citations visible.

    Customer B asks for a status update

    HEIDI drafts a concise reply with the latest known state from prior context.

    Internal stakeholder asks for a summary draft

    HEIDI compresses the recent customer threads into a status-style reply.

    Customer escalation — internal handoff draft

    HEIDI prepares the internal note for the on-call owner with the customer summary.

    How it works

    From chaos to clarity in 4 steps

    1

    Read the inbound message

    Detect intent, urgency, and tone needed.

    2

    Retrieve grounding

    Pull the approved documents that should inform the reply.

    3

    Prepare draft variants

    Concise, detailed-with-sources, escalation.

    4

    Route to approver

    Reviewer picks, edits, and approves.

    5

    Send and record

    Sent reply with source list kept for the audit record.

    Deep dive

    What makes a good AI draft

    A good AI draft isn't the most fluent text — it's the most verifiable one. HEIDI prepares drafts that cite their sources, match the configured tone, and route through human approval. The reviewer can approve quickly because the work has been shown.

    Q&A

    Frequently asked questions

    Learn more about how Process Designer works and how it can help your organization.