CRM
Draft emails with AI
Let your CRM assistant draft email in the compose window so you never start from a blank page.
Your CRM assistant, which goes by your Chief of Staff's name, can draft email for you so you spend less time staring at a blank screen.
Draft a message
- Open a contact and click Email. (The button is greyed out when the contact has no email address.) You can also click Compose on the Email page.
- In the compose window, pick what the message is for: Follow up, Introduction, Check in, Thank you, Send proposal, or Request meeting.
- Click AI Draft.
- The draft lands directly in the subject and body. Edit it there before you send.
The draft is a starting point, so read it over and make it yours.
Start from a template
If you send the same kind of email often, save it as a response template: open Customer Service, go to the Settings tab, and add it under Response templates. Once you have at least one, the compose window shows a Templates button. Pick a template and it fills in the subject and body, with {{firstName}}, {{name}} and {{email}} replaced by the contact's details. In the Customer Service queue, the same templates appear in the Use a template... menu on each drafted reply.
Match your tone
Drafts follow the Communication Style and any Custom Instructions you set under Your Chief of Staff in CRM Settings. See Manage your team, roles & settings. If you have had Noli learn your writing voice (in your Noli dashboard inbox, under Guidance & style), drafts use that voice instead.