What it does

Use when a user mentions "AI draft sales reply", "AI reply assistance", "shared inbox AI draft", or asks for related help. When a new email arrives in the shared sales inbox (or in an active deal conversation), AI-draft a personalized reply based on prior conversation context + deal stage + recent product activity, presented to the rep for one-click review-and-send.

You get

Attribute

AI-Derived Attribute produced by this recipe.

Workflow

Workflow produced by this recipe.

Dashboard

Dashboard produced by this recipe.

How it works

1

Build Reply Context Attribute

create_ai_attribute

Create an AI-derived attribute

Produces:Attribute

2

Build AI Draft Workflow

Create Workflow

Create 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

Produces:Workflow

3

Build AI Draft Quality Dashboard

Build Dashboard

Compose 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.

Produces:Dashboard

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Ai Draft Sales Reply

What it does

You get

How it works

Build Reply Context Attribute

Build AI Draft Workflow

Build AI Draft Quality Dashboard

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