Drafts and actions

Your assistant prepares the work. You decide what goes out. Nothing reaches a client, a signer, or the other side of a transaction without your say-so.

Email drafts

Ask for a reply or a follow-up and the draft opens in a panel next to your chat. Read it, edit anything, then hit Send. If you'd rather not send it, close it, nothing happens until you act.

Email that arrives on its own works the same way. When something important lands that clearly needs a reply, your assistant writes one in your voice and saves it to your drafts folder. You'll find it waiting in Gmail or Outlook, ready to send or rewrite.

Choosing when it drafts

Settings > Email controls how eager this is. Three choices.

• Never draft. Backhouse still sorts your inbox. It just doesn't write anything.
• Only what looks urgent. Mail that asks you a question and can't wait. This is the default.
• Anything that wants a reply. Every message that expects a response, however routine.

Whichever you pick, drafts always wait for you. Nothing is sent without you pressing send.

Your writing voice

Drafts come back sounding like you because Backhouse reads your sent mail and learns how you write, how formal you are, how long your sentences run, how you open and sign off.

You can see all of it and change any of it in Settings > Email, under "AI writing."

• Adjust what it picked up. Set formality, warmth, and length yourself. Your version is what drafts follow.
• Write your own instructions. Anything the settings can't say. "Keep replies to a few lines." "Never open with 'I hope this email finds you well.'" These win wherever they disagree with what was measured.
• Stop it learning. Turn off "Keep learning from my sent mail" and Backhouse keeps what it has and stops reading new sent mail to update it.

If it hasn't read your writing yet, there's a button to start. It takes a minute or two, then the page fills in.

Document and signature actions

Form fills, offer packets, and signature requests work the same way. The assistant assembles the paperwork, shows you what it filled and what it couldn't, and waits for your confirmation before anything is sent to a signer.

Documents that arrive on their own

Contracts, amendments, and letters that come in by email or text are filed without a draft to approve, because filing isn't sending. When Backhouse isn't sure, like a contract for a property you don't have a transaction for, it asks first and nothing is created until you say so. See How documents get filed.

Offer decisions

When offers come in, your assistant lays out the stack and can prep a counter, an acceptance, or a rejection. It never acts on an offer by itself. You say the word, it executes the paperwork.

Editing before approval

Everything the assistant prepares is editable. Change the email copy, adjust a form field, swap a number in the counter. Your edits are what go out, in your name, under your judgment.