Settings an admin sets once for every rep: model, guardrails and shared rules.
Settings → "AI Training".
Sections tagged "Organization-level" apply to everyone in the org and only admins can change them.
The model choice is one of them.
Guardrails: daily send ceiling, never double-tap an account, hold on sensitive triggers, aggressive warm-up.
Org settings holds the rest: visibility, collision policy and account scoping that agents respect.
Teach Artra your pitch and voice
AI Setup is what Max and AI email steps draw on: what you sell, how you write, and which signals to open with.
How Artra’s AI works
Where AI shows up, what it reads, and which model writes for you.
Writing effective AI prompts
Prompts for a whole draft and for an AI block inside a template.
AI subject lines
Get a subject line written with the draft, or write it yourself with a field.
AI blocks with a template fallback
Keep a human-written template and let AI write only one block, so a bad generation never sends a bad email.
When AI emails are written
AI steps are written when they come due, with the latest signals, and wait for review if you ask.