When writing an active email to engage your client getting help from the AI email assistant will help get your point across to your client. 

This can be used when trying to sell the project, trying to explain why there are project delays or when you need to collect on an overdue invoice. 

Launching the AI Assistant in the edit email dialogue

To incorporate the AI Assistant language launch the assistant and provide some information before clicking the generate button to update the body of the email.

Assistant Inputs

• Type of email
  • Apology for delay in getting back to you about project
  • Apology for delay in project due to supply issues
  • Apology for delay in project due to labor issues
  • Apology for delay in project due to weather issues
  • Set expectations for project time line
  • Set expectations for price
  • Set expectations for challenges
  • New Lead ask for appointment
  • Schedule estimate ask for appointment
  • Confirm appointment set
  • Completed proposal
  • Follow up did you receive the proposal
  • Follow up on proposal not accepted
  • Proposal accepted thank you
  • Follow up did you receive change order
  • Schedule work appointment
  • Work scheduled appointment confirmation
  • Work completed confirmation
  • Invoice
  • Invoice not paid
  • Invoice paid receipt
  • Thank you for your business
  • Please give us a referral
• Word Limit:
  • 100
  • 200
  • 300
• Style / Tone:
  • Conversational
  • Casual
  • Professional
  • Encouraging
  • Descriptive
  • Serious 
• Additional details
  • Suggest appointment dates and times
  • Add any additional details you would like included

Once your key values have been entered click the Generate button to update the verbiage in the body of the email.

AI can make mistakes, please be sure to review the entire body of the email to make sure the wording is to your liking.

Use the normal sending email controls to set the email format, include the document if needed and send or schedule the email. 

Assistant Usage and Goal

The assistant is here to help you polish the email body for any of your regular emails before sending those out. Get you point across quickly on the first communication. 

AI Assistant on Email Overview Video

Other Interesting Articles

Adding email templates

Using AI Assist with email language

Using AI Assistant directly in outgoing emails

Using AI Assistant when creating an invoice description

Follow Up Campaigns