Conversation context
Prepare a draft with the relevant client conversation in view.
Conversation context
In Managed: Part of your Managed workspace
Managed AI · Starter & Growth
Give your team a first draft for client replies
Use the AI inbox assistant to prepare a reply using your business information and the conversation context. Your team reviews and edits the draft before sending.
AI inbox assistance requires Starter or Growth. Team members still control replies and need the right access to the conversation.
See AI Inbox Assistant in 40 seconds.
No sound required
Follow a Cosmetic Clinic enquiry from a connected conversation to an AI draft, a team edit and an explicitly approved reply queued for sending.
Read the video summary
- 00:00
See the conversation that needs attention
Sophie Clarke asks Cosmetic Clinic about Dermal Filler (Lips 1ml). The connected conversation and its context are ready in Inbox.
- 00:08
Prepare a reply with context
AI prepares a draft using the conversation and approved clinic information, including the £220 service price.
- 00:17
Review and edit before sending
A team member checks the facts and edits the wording. The draft stays unsent until the team approves it.
- 00:29
Queue the approved reply
The team approves sending and the reply joins the connected channel’s queue. Delivery is confirmed separately.
- 00:34
Keep the team in control
Your team keeps control of each reply. Starter or Growth, a connected channel and conversation access are required; messaging charges apply.
Give every reply a useful starting point
Bring conversation context and approved business facts into a draft your team can make its own.
Business information
Use information your business has approved for responses.
Business information
In Managed: Part of your Managed workspace
Draft for review
Edit the wording before a team member sends it.
Draft for review
In Managed: Part of your Managed workspace
Human control
Your team decides what to say and when to send it.
Human control
In Managed: Part of your Managed workspace
From a client question to a personal reply
Keep the question, approved information and team response together.
1
Respond to an enquiry
Start from a draft and check that it answers the client’s question.
2
Keep replies consistent
Use approved business information as the basis for a response.
3
Hand off when needed
Let a team member handle a question that needs personal judgement.
Questions about the AI inbox assistant
Get to the next reply sooner
See how an enquiry becomes a prepared reply, with the conversation and client details close by.