AI-Powered Suggestions

Use AI to get smart suggestions for your communications and follow-ups. Leverage AI-powered recommendations to improve your email drafts and never miss important follow-ups.

10 minutes
Intermediate

AI-Powered Suggestions

Leverage artificial intelligence to get smart suggestions for your communications, helping you write better emails, follow-ups, and messages faster.

Overview

AI suggestions help you:

  • Write better emails - Get professional, context-aware suggestions
  • Save time - Generate content quickly
  • Improve consistency - Maintain your communication style
  • Stay on track - Get reminders and follow-up ideas

Getting Started

Availability

AI suggestions are available on:

  • Agent Plan and above
  • Not available on Trial plan
  • Enabled automatically with paid subscription

Accessing AI Suggestions

AI suggestions appear:

  • When composing communications
  • In the communication composer
  • As contextual recommendations
  • Based on lead information

Using AI Suggestions

In Communication Composer

  1. Open a lead
  2. Click "Add Communication"
  3. Start typing your message
  4. AI suggestions appear automatically
  5. Click to use a suggestion

Suggestion Types

AI provides suggestions for:

  • Email drafts - Full email compositions
  • Follow-ups - Reminder messages
  • Responses - Reply suggestions
  • Templates - Reusable formats

Email Draft Suggestions

Getting Email Suggestions

  1. Start a new email
  2. Enter recipient and subject
  3. Click "Get AI Suggestion" or start typing
  4. AI generates professional email
  5. Review and customize as needed

Customizing Suggestions

  • Edit the suggested text
  • Adjust tone and style
  • Add your personal touch
  • Include specific details
  • Modify as you see fit

Email Types

AI can suggest:

  • Initial contact - First outreach emails
  • Follow-ups - Reminder messages
  • Responses - Reply suggestions
  • Updates - Status updates
  • Confirmations - Booking confirmations

Follow-Up Suggestions

Smart Follow-Ups

AI analyzes:

  • Last communication date
  • Lead status
  • Previous interactions
  • Time since contact
  • Suggests appropriate follow-ups

Timing Suggestions

AI suggests when to follow up:

  • Based on lead status
  • Previous communication patterns
  • Best practices
  • Optimal timing

Follow-Up Messages

Get suggestions for:

  • Check-ins - How are things going?
  • Reminders - Don't forget about...
  • Updates - Here's what's new...
  • Nudges - Gentle reminders

Context-Aware Suggestions

Using Lead Information

AI considers:

  • Lead's destination interest
  • Budget information
  • Trip preferences
  • Previous communications
  • Lead status

Personalized Content

Suggestions include:

  • Relevant details from lead
  • Appropriate tone
  • Context-specific information
  • Personalization elements

Best Practices

1. Review Suggestions

  • Always review AI suggestions
  • Customize for your voice
  • Add personal touches
  • Verify accuracy

2. Provide Context

  • Include relevant lead details
  • Mention previous conversations
  • Reference specific information
  • Give AI enough context

3. Customize Always

  • Don't send AI suggestions as-is
  • Add your personal touch
  • Include specific details
  • Make it authentic

4. Use as Starting Point

  • AI suggestions are starting points
  • Build upon them
  • Add your expertise
  • Make them your own

Privacy and Security

Data Usage

  • AI suggestions use your lead data
  • Data stays secure and private
  • Used only for generating suggestions
  • Not shared with third parties

Confidentiality

  • All communications remain private
  • AI respects your data
  • Secure processing
  • Protected information

Limitations

What AI Can't Do

  • Make decisions for you
  • Replace your judgment
  • Guarantee results
  • Know everything about your leads

Use Your Judgment

  • Review all suggestions
  • Verify information
  • Apply your expertise
  • Trust your instincts

Troubleshooting

No Suggestions Appearing

  • Check your plan (need Agent+)
  • Verify AI is enabled
  • Refresh the page
  • Check internet connection
  • Contact support

Poor Suggestions

  • Provide more context
  • Include lead details
  • Try different phrasing
  • Customize and improve
  • Feedback helps AI learn

Suggestions Not Relevant

  • Add more lead information
  • Include previous context
  • Specify what you need
  • Try rephrasing request

Tips for Better Suggestions

1. Include Details

  • Lead destination
  • Budget information
  • Trip preferences
  • Previous conversations

2. Be Specific

  • What type of communication
  • Tone you want
  • Key points to include
  • Purpose of message

3. Provide Context

  • Previous communications
  • Lead status
  • Relationship stage
  • Specific needs

Related Guides

Next: Learn about communication history →

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