Skip to content
← All guidesCRM

Use AI email suggestions with Scout

Let your CRM assistant draft email in the compose window so you never start from a blank page.

Your CRM assistant, named Scout unless you renamed it, can draft email for you so you spend less time staring at a blank screen.

Draft a message

  1. Open a contact and click Email. (You can also compose from the Email page.)
  2. In the compose window, pick what the message is for: Follow up, Introduction, Check in, Thank you, Send proposal, or Request meeting.
  3. Click AI Draft.
  4. 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.

Match your tone

Drafts follow the Communication Style you set in CRM Settings: Professional & Direct, Friendly & Casual, or Minimal & Efficient. See Manage your team, roles & settings.

Work with templates

The compose window also offers your saved response templates, the same ones Customer Service uses, with the contact's name and email filled in for you. Templates are managed in Customer Service, and the assistant does not create them.

Next

← Back to all guides