Review client email and prepare a reply in the existing mailbox
Find authorised client messages and save a composed email or reply as a native mailbox draft for final review.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Client workspace → Email → Compose email / authorised message → reply
PermissionNative mailbox read/send access, authorised record addresses and access to the selected account
Before you begin
Select the intended client or contact and check the mailbox identity. The client workspace prepares a draft; final review and sending take place in the existing mailbox composer.
Follow these steps
- Open Email and choose All email, Received, Sent or My drafts & pending. Review the authorised message list and open the intended message.
- Choose Compose email, or prepare a reply from an accessible received message.
- Choose From and an allowed To recipient, then enter Subject and Message. Check the recipient identity carefully.
- Choose Save draft for review. The action saves one draft in the existing mailbox and returns its link.
- Choose Review & send in mailbox and complete the final review and sending process in the original composer.
Fields and options
- Content
- Subject up to 200 characters; message up to 30,000.
- Accounts
- Only existing active accounts you are allowed to send from are offered.
- Reply context
- A reply requires an authorised original IMAP message with the correct account and verified record address; it is not a free-form reference to another client’s message.
Rules and limits
- Saving from the workspace does not send the message.
- Mailbox permissions and record-address checks apply in addition to client visibility.
- A shared company record does not reveal every contact’s unrelated mail.
Check the result
- Open the returned native draft and check account, recipients, subject and body.
- Confirm there is no send receipt until the original composer’s sending action is completed.
If something does not look right
- If an account or recipient is absent, verify native mailbox access and the source record’s address.
- If the result links to an existing mailbox item, inspect its state before repeating the request and risking duplicate work.
Common questions
Does Save draft for review contact the client?
No. It saves a native draft and gives you a link to review it in the mailbox.
Can I use any sender address?
No. The selector is restricted to existing active send-capable accounts you are authorised to use.