AI
Emails without a click
In Autonomous mode you can let the AI employees that work on their own send short replies and client-care notes without waiting for you. It is off until an owner or admin switches it on, in the card Emails without a click on the AI Team page. It is being switched on for workspaces in stages, so you may not see the card yet.
- Who switches it onAn owner or admin. If your workspace has two or more owners or admins, a second one must approve it in Chief, then Control, then Protection. Any owner or admin can switch it off alone, at once.
- The limits you setEmails a day for the whole workspace (20 to start, 50 at most) and for one AI employee (10 to start, 25 at most). Sending hours and days in your workspace time zone (08:00 to 18:00, Monday to Friday to start). The kinds of email: replies, client care, or both.
- What still waits for a personA first email to a lead. An email with a link, an email address or a phone number in it. An email that mentions money, a contract, signing, a password or a code. A long email, or one that has waited more than a day. A second automatic email to the same person on the same day. A fourth email in a row with no answer. Anyone who asked not to be emailed is never emailed. Billing reminders, texts, posts and connected apps always wait for a person.
- A reply means a real replyA reply goes on its own only when it answers a message that person sent to that mailbox in the last 30 days. A client-care note goes on its own only to a client you have already exchanged email with. The AI employee cannot decide the kind of email itself: the system works it out.
- Raising a limit asks againMaking a limit tighter is saved at once. Making it looser switches the sending off until the second owner or admin approves the new limits.
- It is part of AutonomousGoing back to Approve first switches it off. Coming back to Autonomous later does not switch it on again by itself.
- You can see every oneThe card lists each email the AI team looked at: sent, waiting (outside your hours or over a limit, tried again later) or left for a person, with the reason. Owners and admins get one note a day, only on days when emails went without a click. Each such email says at the foot that an AI assistant sent it automatically.
The AI employee needs an email address first (see Email addresses for AI employees), a job role, and to be one of the AI employees you ticked to work on their own.
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