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

# Generate Email Or Call Script

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.

## 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

## Quick reference

| Action                 | Where                     | Steps                                                                                                        |
| :--------------------- | :------------------------ | :----------------------------------------------------------------------------------------------------------- |
| Generate email         | Stakeholder → Actions tab | Click **Generate Email Message** → review in email composer → edit subject/body → **Copy** or **Send Email** |
| Generate call script   | Stakeholder → Actions tab | Click **Generate Call Script** → review in script editor → edit → **Copy** or **Log Call**                   |
| Copy email subject     | Email composer            | Click **Copy** next to the subject field                                                                     |
| Copy email body        | Email composer            | Click **Copy** next to the body field                                                                        |
| Copy call script       | Script editor             | Click **Copy** next to the script field                                                                      |
| Regenerate email       | Email composer            | Generate a new email from the Actions tab (replaces previous draft)                                          |
| Regenerate call script | Script editor             | Click **Generate with AI** button in the script editor                                                       |
| Log a call             | Script editor             | Check **Log call notes** → fill in subject and comments → **Log Call**                                       |

Watch the video or read the written instructions below

<video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Generating%20Emails%20and%20Call%20Scripts.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=9db1e7798ded999e4785777b280a5e18" controls data-path="videos/Generating Emails and Call Scripts.mp4" />

## Generate an email message

<Steps>
  <Step title="Open the stakeholder">
    Navigate to your strategy and open the stakeholder you want to contact.
  </Step>

  <Step title="Go to the Actions tab">
    Select the **Actions** tab in the stakeholder detail panel.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
    * **Copy** the subject or body to your clipboard for use in an external email client
  </Step>

  <Step title="Send or copy">
    * **Send Email** — sends the email directly through Salesforce to the linked contact or lead. 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.
  </Step>
</Steps>

<Note>
  You do not need to link the stakeholder to Salesforce to generate an email. Linking is only required to send directly from ShiftUp.
</Note>

## Generate a call script

<Steps>
  <Step title="Open the stakeholder">
    Navigate to your strategy and open the stakeholder you want to call.
  </Step>

  <Step title="Go to the Actions tab">
    Select the **Actions** tab in the stakeholder detail panel.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>
</Steps>

## Log a call

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Log the call">
    Click **Log Call** to save the call record to Salesforce.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Generate Email Message tile is disabled">
    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.
  </Accordion>

  <Accordion title="Send Email button is disabled">
    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.
  </Accordion>

  <Accordion title="Generation failed">
    Click the tile again to retry. If the issue persists, verify that the strategy is active and that you have a valid session.
  </Accordion>

  <Accordion title="Log call notes checkbox does not appear">
    Call logging is only available when the stakeholder is linked to a Salesforce contact or lead. Link the stakeholder first.
  </Accordion>

  <Accordion title="Log Call button is disabled" />
</AccordionGroup>