AI Email Generation
Two AI features for email: summarizing past messages, and drafting replies.
AI Features Settings in System Settings
On this page:
Email summary generation
Request a summary of past emails with a Contact, Lead, Organization, or other CRM entity, to capture the key points of prior correspondence without reading it all. This feature is available in English only and is included in all pricing plans.
To enable it, go to System Settings > Product Settings > AI Features and check that “Email Summary” is enabled. This can be managed by administrators and users with the appropriate permissions.
To generate a summary, go to Emails in the left-side menu of the CRM app and select the email you want to summarize from the list view (standard or custom). You can also open an email related to a particular record (such as a Contact or Lead) directly from the Activity tab of that record. Select Summarize from the collapsed or expanded email bar.
While summarization is in progress, a loading spinner displays “Summarizing data…”. Select Cancel next to the loading message to stop the process. Once the summary is generated, the content appears in the expandable view beneath the Email Summary Bar (accessible by clicking the caret symbol). From here you can Re-summarize or provide feedback via the thumbs up/down buttons.
AI Email Summary and Reply Panel
AI Email Summary Loading State in Beta
AI Email Summary and Reply Generator Panel
ℹ️ If summarization fails, one of these messages may appear: - Timeout: “An error has occurred. Please Retry. If error persists please contact support.” Selecting Retry re-initiates the process. - Content over 100,000 characters: “This email is too long to be fully summarized thus important information may be missing. Our AI is smart, but isn’t perfect. Double check important information.” - Potentially harmful content: “An error has occurred. The contents of the data being summarized may contain harmful content that prevent it from being summarized using this feature.”
Email reply generation
Request an AI-generated reply for conversations with contacts, leads, opportunities, and other CRM entities, to continue a conversation without drafting from scratch. This feature is included in all pricing plans and can be managed by administrators and users with the appropriate permissions.
To enable it, check that “Email Reply” is enabled in System Settings > Product Settings > AI Features.
To generate a reply, go to Emails in the left-side menu and select the email you want a reply for from the list view (standard or custom). You can also open an email related to a particular record (such as a Contact or Lead) directly from the Activity tab of that record. Select Generate Reply from the collapsed or expanded email bar.
While the reply is being generated, a loading spinner displays “Generating reply…”. Select Cancel next to the loading message to stop the process. Once the reply is generated, it appears in the expandable view beneath the Email Reply Bar (accessible by clicking the caret symbol). From the top right of the Email Reply section you can re-generate the reply, edit it, copy it, or insert its contents into your email reply draft automatically. You can also provide feedback via the thumbs up/down buttons.
AI Email Assistant Beta Interface
AI Email Reply and Summary Panel
AI Email Reply and Summary Panel
ℹ️ If reply generation fails, one of these messages may appear: - Timeout: “An error has occurred. Please Retry. If error persists please contact support.” Selecting Retry re-initiates the process. - Content over 100,000 characters: “This email is too long to be fully analyzed, so important information may be missing from the reply. Please review before sending.” - Potentially harmful content: “An error has occurred. The contents of the data being summarized may contain harmful content that prevent it from being summarized using this feature.”