AI-suggested email outline

At the core of AI-powered interactive email generation is a textual outline. It provides a framework for structuring information and organizing content across components and blocks within the selected template.

eVa AI follows a step-by-step guided flow when generating an interactive email outline. If the initial prompt is insufficient, it asks clarifying questions about brand, product, target country, audience, communication goal, and language.

You can ask eVa AI to help generate topics for an email outline. The Topics agent suggests central ideas based on information from the knowledge base or documents you add using the Assets popup.

To create the outline, the Content generation agent analyzes your request and uses documents from the client-specific knowledge base or those added with the Assets popup. The documents provide the basis for the outline and additional context. The agent also uses claims to enhance the email outline with approved statements when the claims library exists in Veeva Vault PromoMats. If the required information is missing or only partially available, the agent notifies you, doesn't generate the email outline, and suggests possible next steps.

The outline is generated in the communication language by default. You can also specify the outline language directly in the prompt.

The outline either appears in the chat for review or is used immediately to generate the email without being displayed. Serving as an email draft, it ensures all statements are traceable to verified sources, maintains regulatory compliance, and streamlines content reuse.

eVa AI also supports persona-driven content generation. In this scenario, user-facing and underlying outlines are tailored to a target audience to enhance message relevance, align communication with specific goals, and reduce manual effort for content customization.

Contact your administrator to configure:

• Guided email outline generation and mandatory clarification criteria.

• Email outline generation using knowledge base documents and assets, filtered based on the metadata specified in your prompt.

• Using claims to enhance email outlines.

• Personalized email outline generation.

The outline can specify:

• Structural sections of the interactive email.

• Buttons and other elements.

• Style and formatting guidelines.

To generate the interactive email outline, you can:

• Request information, texts, images, and documents, or add them with the integrated Assets popup, then generate the outline from AI suggestions, uploaded assets, or both.

  Assets suggested by the eVa AI agent are not automatically included in the generated outline. You can manually add texts to your outline. For this:

  1. Paste the previously generated outline in the input field.

  2. Insert the required texts in the appropriate places within the outline.

  3. Request the eVa AI agent to regenerate the outline.

  You can also select specific texts and regenerate the outline with them. The Content generation agent automatically inserts selected texts and claims into the most relevant sections while preserving their original wording.

• Provide required details in your prompt to generate the outline immediately.

To generate a persona-tailored outline, specify a target audience in the prompt.

• Request updates for any part of the generated outline if required.

eVa AI always uses the most recent outline from the chat to generate the interactive email.

During outline creation, the Content generation agent leverages documents for direct content extraction or consults them for context. As a result, the All sources list can include any content stored in your knowledge base. These preliminary references serve as an informational trace but are not final. When generating an interactive email from the outline, the agent replaces them with approved and verifiable documents allowed in the reference list, ensuring that all claims are properly supported.

Contact your administrator to configure the following:

• Maximum number of documents in the reference list for the generated email outline.

• Marking for AI-generated email outlines.

Source referencing and navigation

Available in the eVa AI chat in Editor and in the conversational hub

When eVa AI generates an email outline, it automatically connects each statement to its source. This allows you to verify the origin of the generated statement and review the sources directly.

Once the Content generation agent creates an outline in the conversational hub or in Editor, source indicators appear next to statements with available source information.

Distinct source indicators make claims, materials, and references easy to identify.

For approved Veeva Vault claims, eVa AI uses the claim text exactly as stored in Veeva Vault PromoMats, without rephrasing or paraphrasing it. Claims are highlighted in the outline and marked with the source indicator.

You can review the claim details and navigate directly to the corresponding claim in Veeva Vault PromoMats. Approved Veeva Vault claims retain their linked reference documents, including specific anchors where available.

Note: If generated content contains an approved Veeva Vault claim together with additional text from the same source, eVa AI displays separate indicators for the claim and the material. The claim indicator appears immediately after the claim, while the material indicator represents the source of the additional text.

Click the source indicator or the highlighted claim text to open the claim details popup. Here, you can do the following:

• Click the button to open the claim details:

  • In the right sidebar of the conversational hub.

    

  • In the claim details popup in Editor.

    

• Click the button to copy the Veeva Vault claim ID.

• Click the button to open the source document containing the claim in VVPM. The document opens at the specific page with the highlighted claim match text.

To preview a reference document, click the button next to the reference name. The source document opens with the reference text highlighted:

• In the right sidebar of the conversational hub.

• In the reference details popup in Editor.

To open the reference source document in VVPM, click the button.

If a reference has an anchor, click it in the claim details popup or in the right sidebar to open the corresponding location in Veeva Vault PromoMats.

References linked to claims are retained when you use the email outline to generate an interactive email. The generated email includes all reference documents associated with each claim in the reference block, along with the corresponding citation information.

For content generated from materials, eVa AI provides access to the source document and the specific text used to generate each statement. Materials are marked with the source indicator.

Click the source indicator to open the material details popup, where you can review the source document name, its ID in VVPM, and the evidence text.

In the material details popup, you can do the following:

• Click the button to open the material source document:

  • In the right sidebar of the conversational hub.

    

  • In the material details popup in Editor.

    

• Click the button to open the source document in VVPM. The document opens at the specific page with the highlighted evidence text.

For content generated from references, eVa AI provides access to the source document and the text referenced in the generated email outline. References are marked with the source indicator.

Click the source indicator to open the reference details popup, where you can review the source document name, page number, and evidence text.

In the reference details popup, you can:

• Click the button next to the reference name to open the source document:

  • In the right sidebar of the conversational hub.

    

  • In the reference details popup in Editor.

    

  The document opens at the relevant page with the referenced text highlighted.

• Click the button to open the reference document directly in Veeva Vault PromoMats at the relevant page.

If the reference contains an anchor, click the anchor in the reference details popup to navigate directly to the corresponding location in Veeva Vault PromoMats.

In the right sidebar of the conversational hub and the source popup in Editor, you can:

• Open the source document in VVPM with the button.

• Scale the source document preview with the - and + buttons.

• Navigate between the source document pages with the arrow buttons.

• Close the preview with the x button.