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Calculus AI for Email Assistant to Recommend Content
Table of Contents
Feature Availability
Vtiger Editions: One Professional | One Enterprise | One AI
Introduction
The Email Assistant tool uses artificial intelligence to recommend content based on the emotion and keywords in the email. You can find it in the Coaching, Contacts, and Deals module. Anybody who is directly interacting with clients via email can use this feature. It recommends relevant and personalized content via email based on this analysis.
The email assistant will also suggest an email template, document, snippet, or alert message to the manager.
Calculus AI helps in recommending the content to send to an email. The primary goal of an email assistant is to enhance the user's email experience by providing them with valuable and engaging content without overwhelming their inbox.
To learn more about Feature Limits, click here.
Benefits
The following are the benefits of using Email Assistant to Recommend Content:
- Provides personalized content suggestions based on the emotions and keywords in an email.
- Helps users discover new and diverse content, keeping them informed and expanding their knowledge.
- Saves user's time by suggesting replies to emails that come directly to their inboxes.
In this article, you will learn about
- Accessing Email Assistant to Recommend Content
- Calculus AI Email Prompt
Key Terminology
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Accessing Email Assistant to Recommend Content
Follow these steps to access Email Assistant to Recommend Content in Leads:
- Log in to the CRM.
- Go to Leads.
- Click on a Lead record. The Summary View of the Lead record opens.
- Click on the Email icon. The Compose Email window opens.
- Select Write with AI. The Calculus AI prompt opens.
- Enter a Custom prompt based on the requirements of your email content. Calculus AI will suggest content or documentation.
- Click Insert.
- Click Send.
Your Email Assistant recommended content mail is sent successfully.
Calculus AI Email Prompts
Vtiger CRM’s Calculus AI gives you smart writing prompts when you draft a new email, making communication easier.
Follow these steps to use the suggested prompt while composing an email in Leads:
- Log in to the CRM.
- Go to Leads.
- Click on a Lead record. The Summary View of the Lead record opens.
- Click on the Email icon. The Compose Email window opens.
- Select Write with AI. The Calculus AI prompt opens.
- Click on AI Draft to see questions and text boxes.
- Enter your content and click Send. The email draft is now ready to be sent.
- Click Insert to send your drafted email.
- The prompts are available for new emails you compose and not for email replies.
- The email prompts are available on both the desktop and mobile app.
The following prompt questions are available by default:
- What is the Role/Job Title of the recipient (e.g., CFO, Procurement Manager)
- What is the recipient's company/industry?
- Have you had any previous interactions with the recipient? (If yes, summarize briefly)
- What is the main goal or purpose of this email? (e.g., introduce a product, schedule a meeting, follow up on a conversation)
- What is the key message or value proposition you want to convey in this email?:
- What tone or style would you like the email to have? (Picklist: Formal, Friendly, Persuasive, Informative, Urgent, Appreciative, Apologetic)
- Are there any specific points or talking points you would like the email to include?
- Is there a specific call to action you would like to include in the email? (e.g., schedule a demo, download a resource)
- Are there any recent news or events related to the recipient or their company that we can reference?
- Is there any other information you think would be helpful for the AI to know?