We use email assist in CTAs with the Add Email option instead of with a Playbook because our users need to access translated versions of the email templates. Therefore, we cannot ever have the To or CC lines pre-populated with the email address. If we did use the email task in a Playbook, we could only pre-populate the To line with data at the time the CTA fired and not the real-time current contact.
Suggesting any of the following improvements:
- Allow Admins to configure the To and CC for Email Templates in the Builder
- Allow end users to look-up fields on the Company / Relationship to bring in an email, similar to how CTA assignments can be searched by CSM or other fields