What it does
When a new email arrives in the shared sales inbox or an active deal conversation, AI drafts a personalized reply based on prior conversation context, deal stage, and recent product activity - presented to the rep for one-click review and send.
You get
an AI-drafted reply ready for one-click review and send
How it works
Build Reply Context Attribute
create_ai_attributeCreate an AI-derived attribute 'reply_context' computed at email-received time. Pulls together: (a) the incoming email's intent classification (question / objection / scheduling-request / agreement / acknowledgment / out-of-office); (b) prior conversation thread (last 3 exchanges with this contact); (c) linked deal stage and any recent meeting_summary; (d) product activity by this contact in last 14 days; (e) any open tasks on the deal. The context blob is what the draft AI uses as its source — quality of context = quality of draft.
Build AI Draft Workflow
Create WorkflowCreate a workflow firing on email_received in the shared sales inbox OR in any active-deal email thread. Step sequence: (1) compute reply_context; (2) generate AI-drafted reply with tone matching the rep's prior outbound style (learned from their last 50 sent emails); (3) save draft to the rep's outbox folder (NOT sent — gmail/outlook draft); (4) create a task for the rep labeled 'Review AI draft: [thread subject]' with a preview of the draft and a link to the email; (5) Slack DM with thread context and 'review' button. The rep can send-as-is, edit, or discard. NO auto-send.
Build AI Draft Quality Dashboard
Build DashboardCompose an AI-draft quality dashboard: draft volume per week, send-as-drafted rate (drafts sent unchanged = high quality), edit-then-send rate, discard rate (signal of poor draft quality or wrong context), time saved per rep (median seconds from email-arrival to reply-sent, before vs. after enabling), and rep-by-rep adoption rate. Discard rate above 30% = retrain the draft model on more recent rep behavior.
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