> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caard.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Email outreach

> Draft follow-up emails with AI help and send them from your own mail client.

Caard helps you write follow-up emails fast — but it never sends them for you. You always review the draft and send it from your own email client, so every message goes out from your real address.

## How sending works

When you finish a draft, one of two things happens, based on your preference in **Settings → General → Email sending**:

* **Copy to clipboard** (default) — the subject and body are copied; paste them into any email client.
* **Open in mail app** — your default mail app opens with the draft pre-filled.

Either way, you press send yourself.

## Compose an email

1. Open a lead and select **Email lead**, or go to **Leads → Email** to compose freely.
2. Pick a template, or start blank.
3. Write the subject and body — or let AI draft it.
4. Copy or open in your mail app, then send.

Personalisation placeholders like `{{first_name}}`, `{{sender_name}}`, and `{{event_name}}` are replaced with real values when the draft is generated.

## AI drafting

Select **Generate** to have AI write the draft. It uses:

* The lead's details (name, company, role, event)
* Your workspace's **global AI guidance** — standing instructions about positioning and voice
* The template's own context, tone, and language settings

Regenerate as often as you like, and edit before sending.

## Templates

Manage templates at **Leads → Email → Settings**:

* **My templates** — personal, only you see them.
* **Workspace templates** — shared with the team; edited by admins.

Each template has a name, subject, body, a kind (**Event**, **Lead**, or **Either**), and a mode (**AI-generated** or **Manual**).

## Email history

**Leads → Email** lists your past outreach with its status — **Copied**, **Sent**, **Opened**, **Clicked**, or an error state. Use it to see who you've contacted and who's engaging.

<Note>
  Open and click tracking depends on your email configuration. The history reflects what Caard can observe; messages you send manually outside the flow aren't tracked.
</Note>