Select email merge recipients with AI

Describe a group in plain language and add matching people to the To line. You need staff access to Email Merge for the building.

Open Email Merge, choose the building, then click Compose.
Click the To field (Select residents, owners, units…).
In the Recipients dialog, click Select with AI.Recipients dialog Bulk row with Select with AI — Recipients picker showing Select with AI next to Select all visible
Type who should receive the email, or click a suggestion such as Pet owners or All owners.

Tip: This finds pet owners, vehicle owners, people in a unit, occupancy types (owners, tenants), and named directory groups. It does not select from packages, keys, or service requests. Each person needs an email on file.
Click Find people.

Tip: Results load in batches of 500. If the banner says there are more people, click Continue to add the next 500 without losing the ones already found.
Choose Add to current selection or Replace current selection.
Click Apply.
Review the Selected tab, then click Use selection.

Result: The compose To field shows the people (or groups) the prompt matched, and you can finish the subject and message as usual.

Compose and send an email merge — Send a personalized email to selected residents from Email Merge. You need staff access to Email Merge for the building.
Use or edit an email template — Reuse saved subject and body content from the Templates tab in Email Merge. You need staff access to Email Merge and a building selected (templates are saved per building).
Schedule, reschedule, or unsend a merge — Queue an email merge for later, change that time, or stop a send that has not fully delivered yet. You need staff access to Email Merge for the building.

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