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Quick reference for generating AI-powered email messages and call scripts for stakeholders in ShiftUp. Use the Actions tab on a stakeholder to generate personalized emails and call scripts aligned to your conversation roadmap and strategy context.

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Prerequisites

  • To send a generated email, the stakeholder must be linked to a Salesforce contact or lead with an email address
  • To log a call, the stakeholder must be linked to a Salesforce contact or lead

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Quick reference

Watch the video or read the written instructions below

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Generate an email message

1

Open the stakeholder

Navigate to your strategy and open the stakeholder you want to contact.
2

Go to the Actions tab

Select the Actions tab in the stakeholder detail panel.
3

Click Generate Email Message

Click the Generate Email Message tile. If the strategy is not yet active, you will be prompted to optionally activate it. ShiftUp generates a personalized subject line and email body based on the strategy context and conversation roadmap.
4

Review and edit

The email composer opens with the generated content. You can:
  • Edit the subject line
  • Edit the body using the rich text editor
  • Add copied recipients in the CC field (see Add copied recipients below)
  • Copy the subject or body to your clipboard for use in an external email client
5

Send or copy

  • Send Email — sends the email directly through Salesforce to the linked contact or lead, with any CC recipients on copy. Requires the stakeholder to be linked and have an email address.
  • Copy — copies the content to your clipboard so you can paste it into your preferred email tool.
You do not need to link the stakeholder to Salesforce to generate an email. Linking is only required to send directly from ShiftUp.

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Add copied recipients (CC)

Use the CC field in the email composer to copy other people on a send.
1

Open the CC field

The CC field stays collapsed until you open it, so opening the composer never moves focus into it. Click CC to expand the field. When the draft already has CC recipients, the field opens expanded and the toggle shows the count, such as CC (2).
2

Search People

Start typing in the CC field. After two characters, ShiftUp searches active Users, Contacts, and Leads in your Salesforce org and shows matches as they arrive from each source.
3

Or type an email address

If the person is not in Salesforce, type a full email address. When it’s valid, an Add “address” option appears at the top of the list. Press Enter or click it to add the address.
4

Remove a recipient

Click the × next to any chip in the CC field to remove that address.
Validation rules
  • Only valid email addresses are accepted.
  • An address that matches the To recipient cannot be added.
  • Duplicate addresses are rejected.
  • You can add up to 20 CC recipients per email.
  • If the recipient’s email address isn’t readable to you, the CC field is disabled for that draft.
Copied recipients belong to the current draft only. Regenerating the email, switching stakeholders, or otherwise changing the draft clears the CC list.

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Send through the Salesforce email composer (Preview)

If your admin turns on Use the Salesforce email composer in Communications settings, clicking Send Email on the Actions tab hands the draft to Salesforce’s standard email composer instead of sending directly from ShiftUp.
  • The Salesforce composer opens with the linked Contact or Lead as the only To recipient and any CC recipients copied through. The subject and body are prefilled from the ShiftUp draft.
  • The Salesforce composer adds your Salesforce email signature. Do not add one to the draft.
  • If an AI draft is still generating, ShiftUp waits for it to finish before opening the Salesforce composer.
  • Send the email from the Salesforce composer. Salesforce stores it as an email message, and ShiftUp records a hand-off so it can attribute the send back to the stakeholder. This works for both Contacts and Leads.
  • Ad hoc emails from the Actions tab have no step or touchpoint to complete, so they show no Sent pill. Cadence steps and Engage touchpoints do. See Cadence emails and Mark a touch complete.

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Generate a call script

1

Open the stakeholder

Navigate to your strategy and open the stakeholder you want to call.
2

Go to the Actions tab

Select the Actions tab in the stakeholder detail panel.
3

Click Generate Call Script

Click the Generate Call Script tile. If the strategy is not yet active, you will be prompted to activate it first. ShiftUp generates a personalized call script based on the strategy context.
4

Review and edit

The script editor opens with the generated content. You can:
  • Edit the script in the rich text editor
  • Click Generate with AI to regenerate the script
  • Copy the script to your clipboard

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Log a call

After reviewing or completing a call, you can log it directly to Salesforce from the script editor.
1

Enable call logging

In the script editor, check the Log call notes checkbox. This option only appears when the stakeholder is linked to a Salesforce contact or lead.
2

Enter call details

Fill in the required fields:
  • Subject — a brief description of the call (5–255 characters)
  • Comments — notes from the call (5–32,000 characters)
3

Log the call

Click Log Call to save the call record to Salesforce.

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Troubleshooting

The strategy context is required to generate a message. Make sure you are viewing the stakeholder within an active strategy, not from a standalone view.
Sending requires the stakeholder to be linked to a Salesforce contact or lead with a valid email address. Link the stakeholder first using the Link stakeholder to Salesforce action on the same Actions tab.
Click the tile again to retry. If the issue persists, verify that the strategy is active and that you have a valid session.
Call logging is only available when the stakeholder is linked to a Salesforce contact or lead. Link the stakeholder first.