Overview
This page shows how to use the AI actions that sit right next to your message composer. The assistant reads the open record (customer, order, ticket) and the most recent messages, then drafts a response that sounds like you and fits the situation.
- Draft: Create a brand‑friendly reply from scratch, using live context.
- Rewrite: Improve your wording or change tone (friendly, formal, concise).
- Subject: Generate a clear, inbox‑friendly email subject.
- Summarize: Turn long threads into scannable bullet points.
Real‑life example: A customer asks about delivery. Click Draft → choose “Friendly” tone → the assistant proposes a short, polite update with an ETA you can quickly adjust.
How It Works
- The app reads the open record (e.g., a customer or order) and recent messages.
- It blends your tone and any quick prompt you chose.
- You review the draft and edit before sending.
Step-by-Step Guide
- Open any record with chatter or an email composer.
- Click the AI button and pick an action: Draft, Rewrite, Subject, or Summarize.
- Select tone if asked. The draft appears in the editor.
- Review, tweak, and send.
Fields Table
| Field Name | Description | Example | Use Purpose |
|---|---|---|---|
Tone |
Writing style for the output |
Friendly |
Ensure replies sound on-brand |
Last messages |
Recent thread snippets |
3–10 messages |
Reference prior points accurately |
Record data |
Important fields from the open document |
Customer name, deadline |
Auto-include key details without copy/paste |
Field name explanation
Tone
Sets how the message should sound (friendly, formal, concise).
Last messages
Recent snippets used to reference earlier points correctly.
Record data
Key fields (like customer and deadline) merged automatically.
Tips
- Ask for the length you want: “2–3 sentences” or “bullet points”.
- Use Rewrite if you already drafted but want a better tone.
- Always skim before posting.
Common Mistakes
- Sending without checking names or dates.
- Choosing a tone that feels off-brand.