Tutorial

How to Use Smart Emails

  • 28 July 2022
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How to Use Smart Emails
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What is a Smart Email? 
A Smart Email is an AI-generated email based on the content of a user’s note. This reduces customer follow-up time and is a great way to document your most recent customer interaction.

How to Create a Smart Email

  1. Start by composing your note in an Info Card and saving the information. 
  2. Once saved, click Create Smart Email so that your email populates:

     

  3. A popup will appear with your auto-generated email. Click Copy. 
    Smart Email generated sample, based off note.

     

  4. Paste the email to a new email from your own email system to the client, add any desired customization and send! 
     

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