Smart Messages provide AI-generated message suggestions that are personalized for each lead, enabling agents to bypass extensive scrolling and concentrate on closing deals while enhancing engagement and promoting efficiency.
How it Works
Smart Messages are generated based on the lead profile's data, including texts, calls, emails, Inbox Apps messages, notes, activity, and the timeline, so the feature provides relevant and up-to-date information and recommendations.
How to use Smart Messages
Smart Messages suggest relevant, AI-powered responses when composing personal emails and text messages.
⚠️Important: Review each message before sending. Check out these helpful Texting and Emailing practices.
1. Go to a Lead Profile or the Inbox
2. Click to start an Email or Text Message
3. Select the Desired Prompt
4. A generated message will appear based on the lead's context
5. Edit or Send it as-is
Custom Prompts
The custom prompt within smart messages provides agents the opportunity to generate an AI message based on a custom topic.
1. To generate a custom message, click + Custom.
2. Add a custom prompt and select generate. The custom message will automatically be added to the text box.