What are AI Smart Messages?

AI Smart Messages is a new feature that uses artificial intelligence to generate follow-up messages for your clients. It's particularly useful for scenarios like expired quotes or overdue invoices, helping you maintain timely communication.

How to Use AI Smart Messages

Follow these steps to create and send an AI-generated follow-up message:

1. Open a Client profile, then click on Messages tab

1. Click on 'Generate New', Follow the prompts to customize your message guidelines

1. Review the AI-generated follow-up message. You can adjust the guidelines as many times as needed, and then send the message when you like the results

Tips for Effective Guidelines

• Review and refine your message guidelines to include your desired outcome of the message
• Indicate preferred message length (e.g., short and concise, detailed explanation)
• Be specific about the message's purpose (e.g., follow up on expired quote, remind about overdue invoice)
• Specify the desired tone (e.g., professional, casual)
• Request a clear call-to-action for the client
• Use AI Smart Messages as a starting point, not a replacement for personal touch